Jobs at The Baldwin Group

Manages employee benefits client relationships, renewals, onboarding, compliance, carrier and vendor coordination, and day-to-day service delivery. Evaluates benefit plans, analyzes claims and funding options, prepares recommendations and presentations, supports open enrollment, develops employee communications, and ensures accurate plan documentation. The role advises clients, coordinates internal teams, resolves escalations, and identifies workflow improvements while maintaining compliance with ERISA, HIPAA, and ACA requirements.

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

Manages commercial insurance claims for clients and portfolios, including claim reviews, reserves, settlements, coverage disputes, and risk mitigation. Establishes claims protocols with carriers and clients, advocates for cost reduction, develops claims management solutions, and communicates findings and recommendations. Serves as a technical mentor and supports client meetings, renewals, and business development through claims expertise.

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.

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.

Manages relationships and insurance programs for high-net-worth and ultra-high-net-worth clients. Responsibilities include analyzing complex personal risk exposures, advising on coverage, conducting client reviews, placing and remarketing policies, managing carrier relationships, documenting policy activity, and ensuring compliance. The role requires strong expertise in HNW personal lines insurance, client service, communication, organization, and knowledge of specialty coverage such as fine art, aviation, watercraft, and umbrella liability.

Manages commercial insurance client accounts, maintaining files, policies, renewals, claims information, invoices, certificates, and client communications. Advises clients on coverage and exposures, coordinates with insurers and internal teams, supports policy marketing and negotiations, and develops client relationships and referrals. The role requires commercial account management experience, insurance licensing, strong communication skills, proficiency with Microsoft Office, and travel as needed.

Handles complex first-party property insurance claims by analyzing coverage, investigating liability, setting reserves, evaluating settlements, coordinating experts and counsel, identifying fraud and subrogation opportunities, monitoring vendors and TPAs, maintaining claim files, and communicating with policyholders, agents, carriers, and other stakeholders. The role also requires claims audits, litigation support, customer service, and maintaining a state adjuster’s license.

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.

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.

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.

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.

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.

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.

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.