The Baldwin Group

Account Executive

• Responsible for a blend of internal delivery activities and client facing functions
• Working independently on assigned Middle Market accounts
• Service all aspects of the renewal process, new business preparation and ongoing needs for clients and prospects
• Manage the certificate renewal process with clients
• Establish and maintain a good business relationship with clients, insurance carriers and colleagues
• Ensure completion of internal/external Surplus Lines requirements

Associate Account Executive – Senior Living

• Acquires and retains large, complex clients through a deep understanding of risk, risk mitigation, and insurance architecture and the ability to leverage and effectively communicate that knowledge in direct alignment with client operations.
• Develops trusted partnerships with key insurance company partners and broker representatives.
• Leads internal discussions on client renewals including coverage comparisons, pricing comparisons, historical loss experience, and projected loss picks.
• Prepares complex submissions for the marketplace, including loss picks, deductible stratification, endorsement requests, and exposure information.
• Coordinates client team including Account Management, Risk Mitigation, Claims Consulting and Risk Analysts to ensure service standards and key deliverables exceed clients’ expectations.
• Assesses final audits to ensure accuracy between client and insurance company partner audit teams’ identification of risk.
• Actively builds trusting relationships with clients, insurance company partners and brokers, and the firm’s advisors, partners, and leaders through personal integrity and industry expertise.
• Shares deep insurance expertise with firm’s advisors, account managers and other colleagues to advise, develop and train.

Client Executive, Commercial Risk

Client Partner

• Serves as a technical resource to clients, advisors, and insurance company partners
• Manages all policy activity and stewardship aspects in book of business
• Analyzes and reports on relevant claims data for larger accounts
• Ensures client compliance with respect to benefits
• Gathers information needed to present to insurance company marketplace for proposals
• Conducts effective enrollment meetings as needed

Senior Client Manager, Employee Benefits

• The Sr Employee Benefits Client Executive is responsible for leading the tactical and operational leadership in the design, development, implementation, administration, and communication of all assigned client benefit plans, including making appropriate recommendations based on long term objectives.
• Manages a minimum of a book of business that generates a minimum of $1M in revenue.
• Manages all policy activity and stewardship aspects in assigned book of business.
• Analyzes and reports on relevant claims data for larger accounts, spotting trends and comparing client data to industry benchmarks.
• Ensures client compliance with respect to benefits and serves as an informed resource to clients on the impact of the ACA and future government changes.
• Sustains current knowledge of government regulations and ensures legal compliance with FMLA, COBRA, ACA, Employee Retirement Income Security Act (ERISA), and other applicable laws and regulations, including fulfilling reporting and compliance requirements.
• Provides training and mentorship to the Client Executive Team to assigned book of business.
• Promotes a culture of vigilance, accountability, collaboration, strong ethical standards and a high degree of client satisfaction.
• Maintains a concern for accuracy, timeliness and completion when interacting with clients, the firm and insurance company partners to minimize potential for errors and omission claims while demonstrating strong organizational skills with a high attention to detail.
• Manages large accounts without assistance from leadership and/or an Advisor.
• Reviews existing accounts to determine if additional lines of insurance should be solicited and/or if changes need to be made throughout the year and at renewal.
• Cultivates strong relationships with insurance company partners.
• Manages various priorities and adapts to continually changing job responsibilities.
• Looks for opportunities to improve the firm, business segment, and processes.
• Brings issues and discrepancies to the attention of appropriate leadership.
• Completes special projects as assigned.
• Provides training and mentorship to Client Executive Team.

Senior Client Executive, Employee Benefits

General Counsel

• Manage a variety of litigation and pre-litigation matters, including restrictive covenant litigation, insurance regulatory issues, potential E&O and professional liability exposures, and general commercial disputes;
• Provide leadership and counseling around litigation and serve as the primary liaison to outside counsel, managing litigation strategy, budgets, and outcomes across multiple firms and jurisdictions;
• Issuing cease-and-desist letters, coordinating notifications to new employers, and supporting related litigation strategy;
• Investigate and manage E&O and broker/agency errors exposure, including coordinating with the Company’s E&O carrier, advising on broker-of-record terminations and client notifications, and corresponding with claimant and opposing counsel;
• Draft and review litigation holds, ensuring timely issuance, tracking, and compliance;
• Prepare quarterly litigation and claims updates to executive leadership, and advise Regional Presidents and senior leadership on litigation risk and strategy;
• Evaluate potential legal exposures and make substantive decisions for all lines of business.

Associate General Counsel

Customer Support

• Resolve customer insurance requests via Salesforce cases, phone calls, and internal workflows
• Service property policies (coverage changes, renewals, endorsements, billing questions, etc.)
• Deliver high-quality customer experiences — especially in complex or time-sensitive situations
• Partner directly with carrier partners and referral sources to advocate for clients
• Maintain strong documentation and data accuracy within Salesforce
• Identify inefficiencies and suggest process improvements
• Operate with accountability and autonomy in a fully remote environment

Customer Service Representative II

Client Services Representative

• Prepares documents for presenting risks to market
• Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents
• Analyzes and summarizes complex data and compiles reports with supervision
• Handles the renewing of bonds and flood policies
• Completes special projects as assigned

Client Service Specialist – Surety

Sales

• Lead the new business development strategy and execution across Commercial and Employee Benefit segments
• Ensure the region meets new business objectives
• Build and sustain a high-performance culture through recruiting, hiring, developing, and retaining a successful team of Advisors and Business Development Leaders
• Develop and execute new business development strategies
• Analyze industry leading market trends to discover new opportunities
• Mentor, support and coach leaders and Advisors to be successful in their roles
• Report monthly on regional sales results and suggest innovative sales techniques

Managing Director, Sales – Middle Market, Commercial and Employee Benefits

Operations

• Manage and reconcile Ascend identifiers within our accounting partner system to ensure accurate, up-to-date records in the customer relationship manager platform (CRM)
• Perform regular data audits between systems to identify and resolve discrepancies
• Create and manage colleague profiles in insurance platforms
• Coordinate offboarding access removal when applicable in collaboration with HR and the Operations team
• Co-facilitate core tools training sessions alongside the operations lead
• Lead content export projects and ongoing maintenance of training modules in Learning Management System (LMS)

Operations Analyst

Risk

• The Advisor, Commercial Risk sells new accounts and renews existing accounts in keeping with firm and individual goals.
• Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects.
• Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding.
• Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner.
• Finalizes the sale and collects necessary documents, applications, etc., and briefs the service team on the policy sale.
• Develops prospects by becoming involved in community affiliations, attending insurance company partner hosted seminars, building and maintaining relationships with industry contacts, engaging in networking events and through referrals from current accounts.
• Develops information and recommendations for prospective accounts, presents proposals and adheres to firm policies and procedures for writing a new account.
• Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm, and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.
• Maintains understanding and knowledge of the insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved.
• Positively represents the firm in the community and with our insurance company partners.
• Performs other functions as assigned by leadership.
• Looks for opportunities to improve the firm, business segment, and processes.
• Brings issues and discrepancies to the attention of appropriate leadership.
• Is expected to meet monthly new business goals.

Advisor, Commercial Risk – Middle Market

• Develop professional working relationships with clients, insurance companies, and agency personnel to maintain accounts
• Assess client needs, design solutions, and negotiate with insurance carriers to obtain appropriate coverage plans
• Market client business to various insurance carriers, including new and renewal business
• Identify appropriate carriers, submit applications for quotes, negotiate terms and conditions, and prepare Insurance Proposals
• Stay current on industry news, products, and technology

Placement Executive, Commercial Risk

Salesforce Analyst

• Reporting directly to our Salesforce Product Manager, this individual will be responsible for day-to-day configuration, support, maintenance, and enhancements to our Salesforce environment.
• This individual will be responsible for effectively communicating with clients, developers, and internal stakeholders to fulfill the company's Salesforce-focused needs.
• Support senior leadership on strategic initiatives and operational improvements.
• Collaborate with business stakeholders to identify requirements and develop scalable Salesforce solutions.
• Manage Salesforce projects from inception to completion, including information gathering, planning, and execution.
• Create and maintain Salesforce documentation, such as process flows, data models, user training materials, and technical specifications.
• Assist with administrative functions, including user management tasks such as new user setup/deactivation, profile management, permissions, public groups, and password resets.
• Perform Salesforce configuration changes, such as validation rules, fields, page layouts, record types, custom settings, dashboards, and reports.
• Evaluate new software solutions to enhance our technical stack.
• Serve as an internal resource for Salesforce user support and provide training as needed.
• Support the product owner in defining value, priority, and scope for upcoming sprints.

Salesforce Business Analyst

• Maintain thorough knowledge of the insurance marketplace
• Develop and maintain significant relationships with key underwriters
• Assess client needs and design solutions
• Market client business to insurance carriers

Placement Manager, Commercial Risk

• Manage client service calendar including new client onboarding, processing and negotiating renewals for all lines of coverage
• Prepare and present executive summaries for clients, including claim experience, benchmarking, rate renewals and exhibits, plan design alternatives, contribution modeling, and renewal recommendations
• Manage all policy activity aspects of assigned accounts
• Communicate clear expectations to the client regularly, professionally, and proactively
• Conduct effective enrollment meetings, as needed with prepared collateral

Client Manager, Employee Benefits – Insurance Advisory Solutions

Consultant

• Manages the data analytics/population health vendor relationship by setting up new accounts, coordinating special reporting needs and monitoring account clinical performance.
• Designs, delivers, and monitors wellness strategy for BKS-Partners clients.
• Oversees the implementation of Wellness programs for BKS-Partner clients in conjunction with the Account Manager and reports results.
• Coordinates the flow of data for BKS-Partner clients with on-site clinics and delivers chronic condition reports.
• Analyzes, designs, and integrates tailored wellness solutions that provide and drive sustainable change, influence individual behavior that support business results for a variety of clients.
• Monitors and measures the success of implemented wellness programs.
• Implements population health/data analytics solutions to track and report clinical performance and coordinates clinical data integration.
• Attends prospect meetings.
• Attends annual meeting with large existing clients.