Jobs at The Baldwin Group

Directs employee benefits compliance for the West region, with emphasis on California health and welfare requirements. Provides legal and regulatory guidance, interprets legislative developments, creates client deliverables, supports sales and client education, manages large-scale compliance projects, and mentors junior team members. Advises clients and colleagues on federal, state, and local mandates while translating complex legal requirements into practical guidance.

Supports the enterprise internal control environment across business operations, technology, financial reporting, information security, regulatory compliance, and risk management. Responsibilities include documenting processes and controls, conducting risk assessments and control testing, maintaining evidence, coordinating audits, tracking remediation, supporting regulatory compliance, preparing reports, and recommending control improvements. The role collaborates with business and technology stakeholders to identify risks, address control gaps, and promote effective governance.

Provides technical insurance and risk-management support to clients, advisors, prospects, and carrier partners. Manages renewals, binders, endorsements, invoicing, coverage changes, quotes, applications, premium collection, and policy placement for assigned commercial accounts. Analyzes risk exposures and existing coverage, recommends solutions, identifies cross-selling opportunities, maintains carrier relationships, and supports process improvements while ensuring accurate and timely service.

Leads client service teams for large commercial risk accounts, coordinates carrier relationships and service delivery, develops placement and renewal strategies, performs account marketing, analyzes complex insurance exposures, prepares risk maps, recommends coverage solutions, supports process improvements, mentors colleagues, and manages special projects. Requires strong insurance market and underwriting knowledge, client service skills, presentation ability, applicable state licenses, and at least five years of account management experience.

Provides day-to-day client service for private risk management accounts, answering coverage questions, supporting new business issuance, remarketing accounts, reviewing inspection reports, and addressing risk and claims-related matters. The role requires insurance licensing, personal insurance experience, knowledge of carrier guidelines and systems, strong communication, accuracy, multitasking, and collaboration in a fast-paced environment.

Senior-level insurance producer responsible for driving revenue through prospecting, client advisory, and market engagement. Builds pipelines, designs commercial and benefits insurance solutions, leads executive-level consultative discussions, leverages carrier relationships, and partners with internal teams to deliver and retain complex mid-to-large market programs.

Participate in a 10-week remote rotational internship supporting MSI and LeaseTrack operations. Review and improve training programs, process documentation, workflows, and operational reports. Assist with status reporting, project coordination, technology implementations, and process-improvement initiatives while gaining exposure to insurance operations and cross-functional collaboration.

Lead and manage the Risk Management AE team while maintaining a book of large, complex commercial insurance accounts. Coordinate brokerage, risk control, claims, and renewals; analyze claims and financial data; prepare and present renewal submissions and client presentations; identify expansion opportunities; oversee implementation and documentation accuracy; supervise support staff and manage team goals and training.

Lead design, development, and maintenance of BI solutions (dashboards, reports, datasets). Partner with product, actuarial, underwriting to source and validate data. Automate reporting, perform audits/reconciliations, communicate findings to stakeholders, and mentor analysts. Act as Power BI SME and apply AI tools to accelerate development, code generation, automation, and QA.

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.

Serve private equity firms and portfolio companies advising on human capital risk. Manage client relationships, set human capital strategy, oversee benefits renewals and vendor sourcing, project manage deliverables, ensure compliance, mentor team members, and support practice development and business development efforts.

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.

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.