Jobs at The Baldwin Group

Lead service teams for large commercial insurance accounts, coordinate carrier relationships, develop placement/renewal strategies, prepare risk maps, perform marketing for large accounts, complete special projects, mentor colleagues, and seek process improvements.

Configure and maintain benefits eligibility management systems, manage EDI/data exchange implementations, perform system audits, train clients/internal teams, resolve data discrepancies, document activity, and support employee benefits operations and carrier relationships.

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.

Serve as primary liaison between carriers and clients to manage employee benefit programs, renewals, compliance, onboarding, and service inquiries. Analyze benefits, prepare renewal recommendations, negotiate with carriers, coordinate internal teams, develop employee communications, and ensure timely, accurate deliverables to drive client satisfaction and retention.

Partner with advisors to design and place complex commercial insurance programs. Maintain carrier relationships, market client business, negotiate terms and rates, prepare proposals, and ensure regulatory license compliance. Provide client-facing service, analyze needs, and stay current on industry products and market conditions.

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

Lead tactical and operational management of large client employee benefit plans, ensuring compliance, analyzing claims data, cultivating insurer relationships, managing renewals, and improving processes to meet long-term client objectives and regulatory requirements.

Lead the Employee Benefits business segment to achieve revenue, profitability, retention, and client satisfaction. Develop strategy, manage P&L and budgets, recruit/coach senior teams, maintain insurer relationships, improve service delivery, drive growth and operational efficiency, and represent the firm in industry and community fora.

As a Senior Wealth Advisor, you will manage portfolios, build client relationships, deliver comprehensive financial plans, and ensure compliance with fiduciary standards.

Lead service team for large commercial accounts, manage carrier relationships, coordinate marketing and renewal/placement strategies, prepare or peer review risk maps, complete special projects, mentor colleagues, and identify process improvements to enhance client risk management and service delivery.

Lead strategy, roadmap, and delivery for brokerage technology products. Drive discovery, define epics/stories, prioritize backlogs, partner with Engineering/UX/Analytics, measure KPIs, coordinate releases, and support adoption while mentoring junior product staff.

Manage and service large, complex commercial insurance accounts; build consultative client relationships; evaluate and recommend coverage and risk-mitigation strategies; lead renewals and prepare complex marketplace submissions; coordinate internal teams and insurer/broker partners; ensure audit accuracy and train colleagues on insurance expertise.

Lead a Power & Renewables service team managing insurance placements for energy clients. Handle renewals, client presentations, marketing submissions, quote analysis, program structure data analysis, policy implementation, and document accuracy. Supervise support staff and participate in prospect meetings to secure and service a defined book of business.

Manage renewal and new business processes for middle-market and complex senior living accounts. Coordinate submissions, meetings, quotes, binders, endorsements, certificates, and client communications. Support senior team members, supervise junior staff, maintain agency system records, and ensure timely, accurate account service.

Manage nationwide litigation docket focusing on restrictive covenant and E&O matters. Advise leadership, liaison with outside counsel, handle pre-litigation actions, investigate claims, coordinate with carriers, draft litigation holds, prepare executive updates, and evaluate legal exposures across business lines.

Sell new accounts and renew existing insurance accounts to meet monthly goals. Build and maintain client and partner relationships, present proposals, collect documentation, and coordinate with service teams. Develop prospects through networking, community involvement, and partner events while maintaining insurance licensing, underwriting knowledge, and attention to accuracy to minimize errors.

Lead regional new business strategy and execution across Commercial and Employee Benefits. Recruit, develop, and retain Advisors and Sales Leaders. Drive sales activity via CRM, SCORE model training, forecasting, and reporting. Partner with segment leadership to enhance client experience, identify growth opportunities, and ensure advisor integration and training with partnered firms.

The Placement Executive partners with Advisors to provide excellent service in Commercial Insurance and Risk Management, maintaining client relationships and evaluating insurance options.