The Baldwin Group

Account Executive

• Lead the tactical and operational design, development, implementation, administration, and communication of assigned large client benefit plans
• Manage policy activity and stewardship for the assigned book of business
• Analyze and report claims data, identify trends, and compare client data with industry benchmarks
• Ensure client benefits compliance and advise clients on ACA and future government changes
• Maintain knowledge of government regulations and ensure compliance with FMLA, COBRA, ACA, ERISA, and other applicable laws
• Fulfill reporting and compliance requirements
• Manage large accounts independently
• Review accounts for additional insurance lines and renewal changes
• Cultivate relationships with insurance company partners
• Manage changing priorities and complete special projects
• Identify process improvement opportunities and escalate issues and discrepancies to leadership

Client Executive, Employee Benefits

• Acquire and retain large, complex commercial insurance clients through risk, risk mitigation, and insurance architecture expertise
• Develop trusted partnerships with insurance company partners and broker representatives
• Lead internal discussions on client renewals, including coverage comparisons, pricing comparisons, historical loss experience, and projected loss picks
• Prepare complex marketplace submissions, including loss picks, deductible stratification, endorsement requests, and exposure information
• Coordinate Account Management, Risk Mitigation, Claims Consulting, and Risk Analysts teams to exceed client service standards and deliverables
• Assess final audits for accuracy between client and insurance company partner audit teams
• Build trusting relationships with clients, insurance partners, brokers, advisors, partners, and leaders
• Share insurance expertise with advisors, account managers, and colleagues to advise, develop, and train
• Evaluate and educate clients on missing or newly available coverage options

Client Executive, Commercial Risk

Advisor

• Sells new accounts and renews existing accounts in keeping with firm goals
• Builds and maintains relationships with clients and prospects
• Develops prospects by engaging in networking events
• Positively represents the firm in the community
• Is expected to meet monthly new business goals

Advisor, Innovation – Small Business

Account Manager

• Assist the Account Executives and Producers with marketing and servicing of new and renewal business
• Coordinate with production team and insurance carriers to facilitate successful client renewals
• Discuss Renewal strategies with Producer, Marketing Strategy
• Prepare for Renewal Outputs
• Confirm coverage is bound, send binder to client
• Complete premium allocation spreadsheets for clients (by location, installment)
• Monitor expiration dates of all policies

Account Manager, Workers Compensation

General

• Respond to incoming client service requests for small to large accounts
• Process endorsements
• Issues new business
• Answer client questions regarding coverage
• Remarkets accounts as needed

Client Relations Specialist

• Assist the Account Executive and Producer with marketing and servicing of new and renewal business
• Help coordinate with production team and insurance carriers to facilitate a successful client renewal while also managing administrative functions for assigned team
• Discuss renewal strategy meeting with A/E for both internally and with client
• Prepare for renewal outputs: Review certificate holder list and provide to client
• Confirm manuscript certificates needed
• Understand Auto ID Cards distribution for clients
• Determine Work Comp Posting needs and how to distribute
• Send quotes to client and obtain bind order as needed
• Determine if Premium Financing is needed and obtain quotes
• Create Policy file in shared drive once binders come in
• Send binders to client with list of subjectivities, input into EPIC and send to CAC Binders for data collection
• Complete invoices and send to client
• Issue and distribute renewal outputs
• Follow up with carriers for policies and brokers to ensure policies to have been checked
• Send checked policies to client, place copies in EPIC and send to CAC Policies for data collection
• Follow up with carrier if any endorsements are needed
• Maintain shared drive of key documents (i.e policies, endorsements, invoices, Autos ID Cards, Certificates, Audits etc.)
• Monitor expiration dates of all policies, including fees and provide to team on a monthly basis
• Suspend for Audits and review against binders/agreements
• Handle ad hoc requests for certificates, auto id cards, endorsements
• Set up new clients in EPIC
• Work with Brokers to obtain copies of policies from carriers
• Request and review prior brokers Schedule of Insurance, recreate from CAC
• Request and review Certificate copies and an Excel schedule, update as needed and import into CAC system
• Request and review Auto ID Cards
• Develop and maintain account handling instructions
• Plan out the next year for renewals
• Follow up with client for payment
• Resolve accounting issues
• Handle expense reporting or other administrative functions as needed for senior members of team
• Other duties as assigned

Senior Account Manager, Natural Resources

Inside Sales

• Build, manage, and grow a robust sales pipeline to consistently achieve revenue targets
• Engage and qualify both inbound leads and self-generated opportunities, guiding prospects through the sales process to close
• Proactively identify and vet prospective clients and decision-makers using creative outreach and lead generation strategies
• Conduct discovery conversations to understand client needs and position tailored solutions
• Maintain consistent sales activity through organized planning, follow-up, and pipeline management
• Develop and nurture relationships with prospective clients to drive conversion and long-term engagement
• Clearly communicate value, provide consultative guidance, and confidently move opportunities to close
• Maintain a strong understanding of products, services, and market trends
• Partner closely with Account Management to ensure a smooth transition from sale to onboarding

Commercial Inside Sales Advisor – Innovation

Artificial Intelligence

• Lead the strategic vision, design, and execution of enterprise technology architecture and artificial intelligence capabilities.
• Serve as a trusted partner to executive leadership and business unit leaders.
• Advance the firm’s digital and AI maturity by aligning architecture strategy with business priorities.
• Design, deploy, and govern an enterprise Agentic AI framework.
• Lead evaluation and selection of LLM platforms.
• Establish and govern enterprise architecture standards across applications, data, integrations, infrastructure, and security.
• Ensure architecture decisions balance innovation, risk management, cost efficiency, and long-term sustainability.
• Define and lead the enterprise AI strategy, establishing a clear vision for AI transformation.

Senior Director, AI, Architecture – Insurance Industry Experience Required

Customer Success Manager

• Deliver on Stewardship Promises to clients by owning assigned tasks, meeting required due dates, and tracking progression within the Agency Management System.
• Independently lead process execution and cross-functional coordination for assigned clients.
• Oversee the deliverables and ensure accurate and timely execution of all renewal activities, exercising judgement to anticipate issues, resolve conflicts and deliver high-quality service.
• Identify discrepancies and independently determine root causes and resolve issues directly or escalates appropriately.
• Support compliance-related activities (e.g., certificate of insurance issuance, policy documentation, regulatory notices) and ensure complete, accurate recordkeeping across systems, files, and client documentation.
• Partner with internal colleagues and third party providers as needed by coordinating with carriers, vendors, and internal teams to resolve escalated issues and clearly communicating outcomes to clients.
• Advise internal colleagues and third party partners on complex situations synthesizing insurance information, preparing client-ready documentation, and formulating recommendations on appropriate paths forward.
• Prepare external communications such as renewal materials, coverage summaries, certificate instructions, claims updates, and policy administration messages.
• Proactively identify and contribute to process efficiencies and improvements, recommending and helping implement changes that enhance quality, timeliness, and client experience.
• Partners with shared services partners and third-party vendors by applying process knowledge and expertise, identifying service risks during implementations and renewals.
• Supports retention and growth of an assigned book of business by delivering accurate, timely policy administration and high-quality client experience.
• Participates in renewal calls and/or client meetings serving as a knowledgeable point of contact for clients and colleagues.

Client Success Specialist, Commercial Risk – Middle Market

Customer Support

• Manage inbound client calls regarding payments, cancellations, policy changes, coverage questions, and general service needs
• Maintain calm, confident, and friendly communication while multitasking across several systems and screens
• Identify opportunities to deepen client relationships or support revenue retention by recognizing unmet needs or coverage gaps
• Ability to address concerns, overcome objections, and present solutions or alternatives
• Enter accurate information and process updates in real time during client calls
• Process endorsements, audits, and other policy modifications
• Perform additional duties as assigned

Customer Service Specialist – Personal Lines

Risk

• Establish and influence the long-term strategic vision, market direction, and growth strategy for the Family Office practice within the PRM organization.
• Serve as the organization's senior authority on family office risk management, advising executive leadership on emerging trends, market opportunities, business strategy, and competitive positioning.
• Drive the development of innovative service models, advisory capabilities, and risk management solutions designed specifically for family offices, UHNW families, and complex wealth structures.
• Identify emerging business opportunities and market trends that impact family offices, wealth preservation strategies, and affluent client segments.
• Influence enterprise-level strategic initiatives and business planning activities impacting the Family Office and Private Risk Management practices.
• Serve as the lead advisor and escalation resource for the firm's most sophisticated family office relationships and highest-profile private client engagements.
• Consult on highly complex personal and commercial risk structures involving family offices, trusts, private aviation, marine portfolios, luxury real estate, investment partnerships, family foundations, cybersecurity, executive protection, and global exposures.
• Act as a thought leader and recognized authority within the private risk management and family office community through speaking engagements, authorship, industry participation, and strategic advisory activities.

Family Office Practice Leader – National Private Risk Management

Client Partner

• Coordinate carrier relationships and lead service team on large accounts
• Perform marketing activities for assigned large accounts
• Prepare and peer review risk maps
• Coordinate service delivery and develop placement/renewal strategy
• Complete special projects and suggest improvements

Senior Client Manager, Commercial Risk

• Participate in day-to-day operations of a service team and the assigned book of business
• Partner with the team and Producers to assist with customer service needs to maintain and grow the book of business.
• Interact with carriers, underwriters, and clients to provide data and information for decision making.
• Responsible for entering and maintaining client data within EPIC and other 3rd party vendor software as appropriate, in accordance with standards.
• Prepare requests for renewal information, including exposure analysis/renewal workbooks, and work directly with clients to obtain information required for renewals
• Analyze renewal quotes for accuracy and prepare proposal/presentation documents for Account Executive review
• Process policies, certificates, change requests, ID cards, endorsements, cancellations, audits and invoicing as required
• Request loss runs, claims analysis and other applicable needs to meet client, producer, or carrier needs.
• Handle insurance requirements on contract reviews
• May sometimes partner with the team and Producers to assist with marketing new and renewal business to grow the book of business/round out accounts
• Other duties as assigned

CAC Account Coordinator, Property & Casualty

Analyst

• Manage inbound client calls regarding payments, cancellations, policy changes, coverage questions, and general service needs
• Maintain calm, confident, and friendly communication while multitasking across several systems and screens
• Identify opportunities to deepen client relationships or support revenue retention by recognizing unmet needs or coverage gaps
• Ability to address concerns, overcome objections, and present solutions or alternatives
• Enter accurate information and process updates in real-time during client calls
• Process endorsements, audits, and other policy modifications
• Perform additional duties as assigned

Client Relations Analyst – Personal Lines

Product Manager

• Owns product strategy and delivery outcomes across The Baldwin Group's AI Engineering, Automation & Integration, and Cloud & DevOps portfolios, with primary focus on AI.
• Define and prioritize the AI product roadmap in partnership with business product owners, sequencing initiatives by business value, risk, and dependencies
• Translate business requirements into well-structured product requirements and backlog items for the engineering team
• Own outcomes across the AI portfolio: keep initiatives aligned to scope and value, and make the prioritization calls when trade-offs arise
• Direct AI, automation/integration, and cloud vendors and implementation partners, holding them accountable to product requirements and milestones
• Lead cross-functional rollout planning and stakeholder alignment for AI solutions going into production
• Own product outcomes for Automation & Integration initiatives (workflow automation, iPaaS, system integrations), balancing platform consolidation, reliability, and business enablement
• Own product outcomes for Cloud & DevOps initiatives (infrastructure platforms, CI/CD, developer tooling), partnering with engineering leads on roadmap sequencing and value delivery
• Define and continuously refine vision, strategy, and measurable objectives for AI initiatives, ensuring clear alignment with Baldwin's brokerage strategy and operating model
• Develop and maintain an outcome-oriented roadmap that balances regulatory, operational, user experience, and technical considerations; socialize and adjust based on evidence and stakeholder input
• Lead structured discovery (stakeholder interviews, journey mapping, qualitative research, workshops) to understand user problems and opportunities for AI-driven solutions
• Partner with Analytics and business teams to translate behavioral data, incident trends, and operational metrics into actionable product insights and hypotheses
• Translate problems and opportunities into well-formed epics, features, and user stories with clear acceptance criteria for Agile delivery teams
• Act as product lead within Agile ceremonies (planning, backlog refinement, reviews), ensuring work items are ready, understood, and anchored to defined outcomes
• Define and track product KPIs and success metrics (adoption, task completion, error/incident rates, cycle times, NPS/CSAT); run and interpret small experiments (A/B tests, pilot cohorts) to guide iteration
• Serve as primary point of contact for designated business areas on AI, automation/integration, and cloud/DevOps initiatives, managing expectations and aligning on priorities and trade-offs
• Facilitate cross-functional decision making, presenting clear options, impacts, and recommendations to leaders and governance forums
• Support change adoption by partnering with Training, Communications, and local leaders to embed new AI capabilities into processes and roles
• Provide peer coaching and informal mentoring to Associate and Technology Product Analysts on discovery methods, story writing, prioritization, and stakeholder engagement