The Baldwin Group Benefits Overview

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

Designs, builds, tests, documents, and maintains large-scale data pipelines across platforms and sources. Performs ETL and ELT, develops data quality and governance processes, supports anomaly detection, and ensures database security and compliance. Collaborates with architects, analysts, and stakeholders to translate business needs into technical solutions. The role also mentors junior engineers, oversees projects, and works with cloud platforms, relational databases, SQL, Python, Spark, and large-scale processing engines.

Manages commercial insurance client accounts, maintains accurate documentation, reviews policies and contracts, processes renewals and certificates, monitors claims, advises clients on coverage, coordinates with insurers, supports account servicing, and develops referrals and new business. The role also requires professional communication, financial and invoicing tasks, process improvement, insurance licensing, and occasional travel as needed.