Teams 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.