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Performs billing and administrative tasks for an insurance brokerage: processes invoices and payments, verifies billing data, maintains records for audits, responds to internal inquiries, assists onboarding, and escalates non-standard issues.

Sell and renew employee benefits accounts, present proposals, collect required documents, and hand off to service teams. Build prospects through networking and partner events, maintain insurance licensing and underwriting knowledge, meet monthly new-business goals, and represent the firm professionally.

Leads a team of risk placement professionals, managing marketing and underwriting processes, ensuring quality service, fostering communication with internal teams and carrier staff, and coordinating new business pipelines.

The Associate Client Executive assists in managing complex commercial accounts, develops client relationships, prepares submissions, and provides risk education.

The Client Relationship Manager oversees client relationships in employee benefits, ensuring compliance, analyzing trends, managing renewals, and collaborating with internal teams for service delivery.

The Director is responsible for leading enterprise platforms for HR, Finance, Accounting, and Treasury, ensuring platform stability, compliance, and continuous improvement. They will manage vendor relationships and promote operational excellence while ensuring alignment with corporate governance and SOX compliance.

Lead design, implementation, administration, and communication of employee benefit plans for a large book of business. Manage account stewardship, analyze claims and compliance (ACA, COBRA, FMLA, ERISA), mentor client team, cultivate insurer relationships, and identify cross-sell opportunities while ensuring accuracy and client satisfaction.

Primary relationship manager for a portfolio of mid-to-high complexity commercial clients overseeing insurance programs, renewals, retention, and compliance. Lead multi-year renewal strategies, analyze complex loss and exposure data, deliver Quarterly Business Review insights, and resolve escalated service, billing, and coverage issues. Collaborate with advisors, carriers, and internal teams to ensure seamless execution and mentor colleagues to improve processes and client retention.

Design scalable, secure enterprise solutions for Baldwin Retail, translating product requirements into technical designs. Build agentic AI and automation, integrate cloud (AWS/Azure), produce ADRs and specifications, evaluate third-party platforms, embed security and compliance controls, collaborate with Product, Security, and Data, and create reusable architecture patterns and prototypes.

The Senior Client Executive manages complex accounts, develops client relationships, provides risk management solutions, and educates clients on insurance products and industry changes.