Jobs at The Baldwin Group

Manages complex employee benefits client relationships, renewal strategies, compliance calendars, plan performance analysis, QBRs, communications, escalated service issues, billing disputes, and carrier coordination. Provides strategic benefits consulting, oversees cross-functional deliverables, resolves complex enrollment and coverage issues, mentors colleagues, and supports client retention and satisfaction.

Provides strategic workers’ compensation claims consulting and advocacy for clients, carriers, TPAs, and internal teams. Reviews complex and catastrophic claims, analyzes reserves and loss trends, recommends claim resolution and cost-control strategies, leads client stewardship meetings, prepares executive reports, supports retention and growth, and mentors junior consultants. Requires expertise in California and multi-state workers’ compensation programs, claims administration, litigation management, medical management, negotiation, and client communication.

Support senior wealth advisors while building client relationships, developing financial plans, monitoring portfolios, preparing reports, responding to client inquiries, and coordinating integrated wealth, retirement, and insurance solutions. The role also involves business development, client onboarding, documentation, compliance, and maintaining knowledge of investments, tax considerations, and planning strategies.

Provides technical insurance and risk-management support for assigned commercial surety accounts. Manages renewals, binders, endorsements, invoicing, coverage changes, applications, quoting, premium collection, and client communications. Analyzes risk exposures and existing coverage, develops recommendations, identifies additional insurance opportunities, and maintains relationships with carrier partners. Requires strong knowledge of insurance markets and underwriting requirements, relevant industry experience, and required state licensing.

Supports employee benefits underwriting through client deliverables, dashboards, claims monitoring, contribution and renewal cost modeling, plan performance benchmarking, data manipulation, and medical utilization analysis. Collaborates with advisor, sales, actuarial, and account management teams to develop client recommendations across medical, dental, and vision coverage.

The Private Risk Advisor sells and renews insurance accounts, builds client relationships, communicates effectively, and achieves monthly business goals.

Leads the Benefits Technology team and oversees benefit eligibility, HRIS, payroll, EDI, carrier-site, infrastructure, and technology solution systems. Establishes strategic goals, manages projects and vendors, negotiates system fees, supports client implementations, and drives process automation. The role includes team leadership, mentoring, performance management, client relations, system security, requirements prioritization, and business process improvement. Periodic local travel may be required.

Lead tactical and operational account management for large commercial clients: design, implement, and review insurance programs; negotiate with carriers; prepare complex submissions and renewal analyses; coordinate client teams; advise on coverages, limits, and risk management; train and support colleagues. Maintain required state insurance licenses.

Serve as primary relationship manager for a portfolio of mid-to-high complexity clients, overseeing employee benefit programs, renewals, compliance, and strategic consulting. Lead multi-year renewal strategies, analyze benefit trends and claims data, deliver Quarterly Business Reviews, resolve escalated enrollment and billing issues, coordinate cross-functional delivery, and mentor colleagues to improve processes and client retention.

The Sr. Client Manager, Commercial Risk leads service delivery for large accounts, manages carrier relationships, and coordinates marketing and risk strategies.

Manage insurance product development, enhancements, market expansion, and regulatory compliance for MSI’s Multifamily segment. Analyze product performance, profitability, competitors, pricing, coverage, filings, and market trends. Build product roadmaps, lead cross-functional initiatives, collaborate with distribution, actuarial, claims, technology, compliance, and data teams, and provide strategic recommendations to executives. The role includes using statistical analysis, Excel, and SQL to improve growth and financial results.

Manages marketing and client service processes for a senior living insurance book of business. Leads service teams, supports renewals and prospect presentations, analyzes financial and claims data, prepares submissions and client materials, evaluates quotes, oversees sold-business implementation, reviews policy documents, and supervises workflow support staff.

Leads national wholesale and open-market placement strategy for commercial property and casualty insurance. Manages placement leaders and brokers, develops insurer relationships, negotiates terms and agreements, handles complex placements, and supports sales, renewals, and market strategy. Monitors market conditions, improves placement processes and technology adoption, collaborates on analytics and program structuring, supports acquisitions, and maintains accurate placement records and escalation follow-up.

Provides enterprise-level risk engineering leadership and consulting for complex property, operational, casualty, and business interruption exposures. Advises executives, clients, carriers, and underwriting partners on loss prevention, resilience, risk quality, and insurance outcomes. Leads complex technical assessments, develops mitigation strategies, supports market negotiations, publishes thought leadership, mentors risk professionals, and serves as a recognized authority on specialized risks and emerging hazards.

Manages commercial insurance client accounts, maintaining files, policies, renewals, claims information, invoices, certificates, and client communications. Advises clients on coverage and exposures, coordinates with insurers and internal teams, supports policy marketing and negotiations, and develops client relationships and referrals. The role requires commercial account management experience, insurance licensing, strong communication skills, proficiency with Microsoft Office, and travel as needed.

Handles complex first-party property insurance claims by analyzing coverage, investigating liability, setting reserves, evaluating settlements, coordinating experts and counsel, identifying fraud and subrogation opportunities, monitoring vendors and TPAs, maintaining claim files, and communicating with policyholders, agents, carriers, and other stakeholders. The role also requires claims audits, litigation support, customer service, and maintaining a state adjuster’s license.

Manages relationships with home builders, lenders, title companies, and mortgage-affiliated clients across an assigned territory. Serves as the primary account contact, provides client training, promotes insurance services, resolves issues, maintains accurate records, distributes marketing materials, and ensures regulatory compliance. The role requires knowledge of property and casualty insurance, strong communication and presentation skills, client visits, and frequent travel exceeding 50% of working time.

Leads national Commercial Risk operations by developing standards, streamlining workflows, ensuring regulatory and audit compliance, optimizing agency management systems, establishing KPI dashboards, and guiding regional teams through process improvements, change initiatives, and organizational integrations.

Sells personal lines insurance by managing leads, identifying cross-sell and upsell opportunities, presenting tailored coverage solutions, closing new business, and building long-term client relationships. The role requires pipeline management, high-volume communication, accurate documentation, adherence to carrier underwriting guidelines, and achievement of monthly production goals. Candidates must hold an active Property and Casualty license and have at least two years of personal lines insurance experience.

Sells new insurance accounts, renews existing accounts, develops prospects, presents coverage proposals, finalizes policy sales, and maintains client and insurance partner relationships. The role requires meeting monthly business goals, networking within the community, maintaining insurance industry and underwriting knowledge, ensuring accurate documentation, and supporting process improvements. State insurance licenses are required or must be obtained within 90 days. Travel is required.