The Baldwin Group
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Insurance
Serves as the face of the office by managing reception, visitors, calls, mail, supplies, vendors, workplace upkeep, events, onboarding logistics, calendars, records, and employee support. The role helps maintain a safe, organized, and engaging 50,000-square-foot workplace for more than 100 colleagues while coordinating office operations and culture-building activities.
Insurance
Drive new captive management business across multifamily and large P&C markets. Responsibilities include prospecting, relationship development, full-cycle enterprise sales, proposal negotiation, forecasting, client retention, conference representation, mentoring, and collaboration with underwriting, actuarial, and account management teams.
Insurance
Serves as the embedded Scrum Master for Platform Architecture and Infrastructure teams. Protects team capacity, facilitates prioritization, maps cross-team dependencies, coaches Agile ceremonies, improves roadmap and impact visibility, and ensures delivery practices align with governance requirements. The role also reports on team health and strategic-plan execution, with future opportunities to mentor other Scrum Masters and expand Agile coaching across the organization.
Insurance
Manages complex insurance placements by assessing client needs, preparing RFPs and proposals, marketing business to carriers, evaluating coverage options, and negotiating rates and terms. Maintains relationships with underwriters, researches insurance products and market developments, prepares client analyses, and supports renewals and alternative coverage solutions. Requires strong communication, presentation, negotiation, analytical, and organizational skills, along with an active insurance license.
Insurance
Markets assigned private-risk insurance accounts, develops placement and renewal strategies, and coordinates service delivery. Builds relationships with insurance carrier partners, maintains knowledge of carrier requirements, audits marketing information, reviews work products, and prepares reports. The role also mentors and trains marketing analysts, supports process improvements, handles special projects, and ensures compliance with state insurance licensing requirements.
Insurance
Leads the insurance compliance organization, overseeing regulatory change management, product compliance, audits, market conduct exams, risk mitigation, policies, controls, and regulatory inquiries. Advises Legal, Product, Operations, and senior leadership on multi-state and federal requirements. Drives process improvement, automation, analytics, AI adoption, training, and compliance reporting while developing a high-performing team.
Insurance
Designs and maintains enterprise data architecture, including data lakes, warehouses, integrations, migrations, orchestration, and data management protocols. Partners with architects, DBAs, BI teams, product leaders, and business stakeholders to support analytics and data science. Requires deep experience with cloud data environments, Azure SQL, Microsoft Fabric, Spark, Hadoop, PySpark, SparkSQL, security protocols, and enterprise data integrations.
Insurance
Leads a captive insurance consulting practice, overseeing client engagements, feasibility studies, formations, program reviews, team development, quality standards, business development, regulatory relationships, and practice strategy. Advises complex captive clients on alternative risk financing, monitors regulatory and tax developments, leads proposals, and represents the practice with industry stakeholders.
Insurance
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.
Insurance
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.
Insurance
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.
Insurance
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.
Insurance
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.
Insurance
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.
Insurance
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.
Insurance
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.
Insurance
Leads nationwide operational excellence for Employee Benefits operations by developing standards, streamlining workflows, ensuring regulatory and audit compliance, optimizing agency management systems, establishing KPIs, and driving continuous improvement. Partners with regional leaders, technology teams, client service groups, and senior management to implement cross-functional initiatives, provide operational expertise, and manage integrations during mergers, acquisitions, or restructuring.
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Insurance
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.
Insurance
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.
Insurance
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.
