The Baldwin Group

Account Manager

• Build and maintain strong client relationships as the primary point of contact, proactively communicating expectations, updates, and strategic recommendations.
• Assess client needs and develop tailored benefit solutions, including evaluating existing programs and identifying opportunities for additional coverage.
• Lead the renewal process by preparing, analyzing, and effectively presenting benefit options, benchmarking, claim experience, contribution modeling, and plan design alternatives.
• Ensure benefit programs comply with federal and state regulations and oversee related compliance activities such as 5500 filings and plan documents.

Client Relationship Manager – Employee Benefits, Middle Market

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.
• Supports process execution and cross-functional coordination for assigned clients.
• Coordinates timelines and deliverables and ensure accurate and timely execution of all enrollment activities.
• Identify discrepancies, research root causes with guidance as needed, and resolve issues directly or escalate appropriately.
• Support compliance-related activities (e.g., COBRA, EOI, notices, plan documentation) and ensure complete, accurate recordkeeping across systems, files, and client documentation.
• Assist care center colleagues with claims advocacy as needed by coordinating with carriers, vendors, and internal teams to resolve escalated issues and clearly communicating outcomes to clients and members.
• Provide foundational support to internal colleagues by gathering information, preparing standard documentation, and routing client inquiries to appropriate team members.
• Prepare external communications such as renewal materials, open enrollment instructions, COBRA information, claims updates, and benefits administration messages.
• Proactively identify and contribute to process efficiencies and improvements, recommending and helping implement changes that enhance quality, timeliness, and client experience.
• Supports shared services partners and third-party vendors by sharing process knowledge and flagging issues during implementations and open enrollment.
• Supports retention and growth of an assigned book of business by delivering accurate, timely benefits administration and high-quality client experience.
• May participate in open enrollment calls and/or meetings.

Client Success Specialist, Employee Benefits – Middle Market

Inside Sales

• Manage company-provided leads while identifying cross-sell and upsell opportunities to drive business growth.
• Generate referrals and cultivate long-term client relationships through centers of influence and strategic referral partnerships.
• Present insurance proposals in a professional and consultative manner, reviewing coverages in detail to ensure client understanding and confidence in recommended solutions.
• Communicates effectively and professionally with clients, prospects, insurance company partners, and internal service team members through phone, email, and virtual meetings.
• Finalizes sales by collecting required documentation, applications, and signatures while ensuring a seamless transition to the service team.
• Builds trust quickly with prospective clients by identifying needs, overcoming objections, and providing tailored insurance solutions.
• Maintains strong follow-up discipline and pipeline management to maximize conversion opportunities and client retention.
• Prepares recommendations and coverage solutions for prospective accounts while adhering to agency policies and carrier underwriting guidelines.
• Maintains a high level of accuracy, organization, and attention to detail in all client and carrier interactions to minimize errors and omissions exposure.
• Maintains current knowledge of insurance products, industry trends, and underwriting guidelines for carrier partners represented by the firm.
• Represents the firm professionally within the community and in all interactions with clients and insurance company partners.
• Identifies opportunities to improve workflow, processes, and overall business performance while contributing positively to team culture.
• Meets or exceeds monthly new business production goals and performance expectations.
• Performs additional duties and responsibilities as assigned by leadership.

Advisor – Inside Sales, Personal Lines

Risk

• Develop and implement sales strategies to meet revenue and growth targets
• Hire, manage, and provide coaching to a team of sales professionals
• Manage key client relationships and identify opportunities to upsell
• Collaborate with other departments to ensure effective integration of insurance division with business lines

Director of Sales, Healthcare Commercial Risk – Insurance Advisory Solutions

Sales

• Develop and execute regional sales strategies to achieve revenue and growth targets across personal lines products
• Identify and pursue new market opportunities and distribution channels throughout the South Shore and Cape Cod area
• Hire, coach, and manage a team of outside Sales Advisors, ensuring strong field performance and customer experience
• Handle day to day activities of team, lead weekly sales huddles and monthly one on ones
• Lead full-cycle recruiting efforts, including sourcing, interviewing, and hiring high-quality Sales Advisors aligned to regional growth goals
• Work with training to help oversee onboarding and training programs to effectively ramp new Advisors, improving time-to-productivity and early performance
• Build and maintain key client and partner relationships, driving upsell and cross-sell opportunities
• Monitor sales performance and pipeline health, providing hands-on coaching to improve productivity and close rates
• Ensure compliance with all applicable insurance regulations and company policies
• Collaborate with marketing, operations, and leadership to align sales strategy with broader business objectives
• Stay current on market trends and competitor activity to continuously refine approach

Director of Sales – Personal Lines

• Works with insurance company partners and clients in establishing claims protocols and or policy enhancements that ensure proper reporting, notification, settlement, defense, etc.
• Schedules and conducts claim reviews with clients and insurance company partners ensuring proper claims handling, reserve standards and settlement protocols.
• Act as a claims advocate and liaison for clients interested in mitigating claims costs.
• Regularly reviews individual claims within client portfolios and keeps reserves and records up-to-date and according to industry best practices.
• Serves as a mentor to colleagues as requested.
• Develops an understanding of marketing strategies and contributes to business development and renewal opportunities by attending client meetings to explain the firms approach to claims mitigation and resolution.

Claims Executive, Commercial Risk – Insurance Advisory Solutions

• 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
• Partner closely with Account Management to ensure a smooth transition from sale to onboarding

Advisor, Commercial Inside Sales – IAS Small Business

Financial Planning and Analysis

• Oversee budgeting and forecasting process
• Direct the preparation of monthly financial reporting packages
• Support business segment leaders by working with the Accounting team
• Identify opportunities for process improvements
• Support executive leadership team’s efforts to conduct scenario modeling
• Collaborate with Leadership and Corporate Development team on various strategic projects
• Conduct advanced metric reporting
• Lead and mentor FP&A financial analyst

Finance Manager

Program Manager

• Lead agile cross functional team of Systems Developers, Software Engineers, Test Engineers, Operations, etc. from initial concept to deployment and production.
• Lead end-to-end delivery of enterprise-wide programs spanning technology, operations, and partner integrations in an Agile environment.
• Work closely with Product Owners to develop a multi-year plan to operationalize a technology support strategy, with key milestones, deliverables, and realization targets.
• Define program scope, goals, milestones, budgets, and resource plans; maintain rigorous governance throughout execution.
• Proactively identify and manage program risks, issues, and dependencies; develop and execute mitigation strategies.
• Produce clear, executive-ready status reports, program dashboards, and post-implementation reviews.

Marketing

• Contribute to various projects and assignments, applying theoretical knowledge in real-world scenarios.
• Gain experience in internal and external Marketing and Communications, such as social media campaigns, public relations and media, internal engagement and communications, and marketing thought leadership.

Marketing Intern

Client Services Representative

• Prepares premium allocations.
• Prepares and updates draft renewal proposals.
• Prepares documents for presenting risks to market.
• Assists client service teams in the preparation of presentation materials.
• Analyzes and summarizes complex data and compiles reports without supervision.
• Processes complex audits and completes audit worksheets.
• Reviews contract requirements for complex cert requests.
• Trains and mentors other Analysts.
• Completes special projects as assigned.

Senior Client Service Specialist, Commercial Risk

Client Partner

• Performs all Client Manager, Commercial Risk responsibilities as well as: Assists in establishing and maintaining appropriate commercial carrier relationships
• Performs marketing activities for large accounts as assigned
• Prepares risk maps or peer reviewing risk maps for assigned accounts
• Coordinates service delivery including developing initial placement/renewal strategy
• Completes special projects
• Looks for opportunities to improve the firm, business segment and processes
• Brings issues and discrepancies to appropriate leadership
• When requested, serves as a mentor to new colleagues

Senior Client Manager, Commercial Risk – Insurance Advisory Solutions

Customer Support

• Takes incoming calls and places outbound calls as necessary
• Processes and replies to Customer Service emails as assigned by leadership
• Takes payments for policies
• Makes changes and endorsements to policies that may or may not require a license
• Attracts potential customers by answering product and service questions
• Personally provides prompt, efficient, high-quality service to all clients

Licensed Customer Service Representative

• Manage day-to-day activities of client accounts including policy review, changes, and updates
• Responsible for assisting in establishing and maintaining appropriate carrier relationships
• Manage client inquiries and work with insurance partners to resolve client issues

Client Manager, Commercial Risk

• Manage the day-to-day functions of an assigned book of business while providing exceptional service.
• Participate in day-to-day operations of a service team and the assigned book of business.
• Handle insurance requirements on contract reviews.
• Interact with carriers, underwriters, and clients to provide data and information for decision making.
• Maintain client records within Epic, CSR24, and other 3rd party vendor software as appropriate, in accordance with standards.
• Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision.
• Manages the ongoing service on an account.
• Will sometimes partner with the team and Producers to assist with marketing new and renewal business to grow the book of business/round out accounts.