Jobs at The Baldwin Group

The Insurance Advisor makes and receives calls to assess client insurance needs, suggesting products to close sales, while maintaining accurate client interactions.

Sell and service personal lines insurance: generate new business, manage renewals and client accounts, recommend coverage, close sales, collect documentation, coordinate with service team, cultivate carrier and community relationships, meet monthly new business goals, and maintain accurate client records.

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.

Support a Partner-level advisor to generate and nurture sales opportunities, create client-facing presentations and content, run top-of-funnel outreach and drip campaigns, coordinate webinars/events, and learn insurance products, firm processes, and CRM systems to qualify leads and track business development results.

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.

The Client Relations Team Specialist will address client service requests, process endorsements, issue new business, and answer client inquiries regarding coverage.

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.

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

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.

Advise clients and internal teams on employee benefits compliance (ERISA, ACA, COBRA, HIPAA, Section 125, MHPAEA). Conduct compliance reviews, interpret regulations, develop client-facing resources and trainings, deliver presentations/webinars, collaborate with legal and vendors, support senior compliance initiatives, and maintain compliance tools and corrective action strategies.

Define product vision and roadmap for digital insurance products, prioritize and manage backlog, lead Agile delivery, align stakeholders, validate iterations, and ensure operational readiness and successful product launches.