The Baldwin Group

Risk

• Develop and implement sales strategies to meet revenue and growth targets, identifying opportunities for new sales channels and leading the expansion into new markets
• Hire, manage, and provide coaching and support to a team of sales professionals to ensure they meet performance targets and provide excellent customer service
• Manage key client relationships, including identifying opportunities to upsell and cross-sell insurance products and services
• Develop and maintain up-to-date knowledge of insurance products and services, ensuring that sales professionals are equipped to provide accurate and timely advice to clients
• Monitor sales performance and provide feedback and coaching to improve productivity and meet performance targets
• Ensure compliance with regulatory requirements and company policies and procedures
• Collaborate with other departments to ensure that the insurance division is integrated effectively with other business lines
• Develop and maintain up-to-date knowledge of market trends and competitor activities and adjust strategies accordingly

Director of Sales, Private Risk Management

Customer Support

• Prepares documents for presenting risks to market
• Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents.
• Assists client service teams in the preparation of presentation materials.
• Analyzes and summarizes complex data and compiles reports under supervision.
• Records data into the appropriate insurance company and firm software programs.
• Runs monthly cancellation and expiration reports.
• Processes and completes endorsements and audits.
• Completes special projects as assigned.
• Looks for opportunities to improve the firm, business segment and processes.

Customer Service Representative – Personal Lines

• Works with insurance company partners and clients in establishing claims protocols and or policy enhancements
• 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
• Serves as a mentor to colleagues as requested
• Develops an understanding of marketing strategies and contributes to business development and renewal opportunities
• Provides summaries of claims reviews, activities, etc. to appropriate Advisors, Director of Risk Mitigation and other colleagues and clients as necessary.

Claims Executive, Commercial Risk – Insurance Advisory Solutions

Marketing

• Lead AlphaRoot’s digital presence
• Drive lead acquisition within the cannabis and emerging risk sectors
• Bridge traditional insurance marketing and modern growth hacking
• Collaborate with Sales, Partnerships, Technical teams
• Implement data-driven recommendations
• Take ownership of all paid media channels
• Identify, negotiate, and execute sponsorships
• Partner with Sales to execute Account-Based Marketing strategies
• Devise strategies for conversion optimization
• Manage marketing budget across various paid experiments
• Implement AI-driven tools for content production
• Create automated email sequences
• Use data modeling to identify trends in lead behavior
• Lead the organic growth roadmap and specialized content production
• Manage a network of third-party affiliates and contractors

Marketing Manager

Account Executive

• Responsible for marketing new and renewed business within a specific P&C service team
• Assist with pre-renewal and renewal meetings to present results to established client contacts
• Oversee a team of employees handling a specific book of business
• Prepare and participate in prospect and client presentation meetings
• Ability to present renewal meetings and/or stewardship reviews to established clients
• Prepare, review, and supervise renewal submissions for marketing; send and process complete electronic renewal submissions including loss data, contracts and supporting documents
• Analyze carrier quotes for accuracy and prepare proposal/presentation documents of all quotes received
• Perform data analysis to determine program structure options
• Communicate with producer to determine appropriate insurance carrier recommendations, most competitive pricing, and products
• Submit sold business to insurance market and oversee implementation process
• Review documents issued by insurance company for accuracy.
• Understand complex financial analysis and claims data
• Communicate with service team on new business opportunities
• Initiate and conduct marketing strategy meetings with producers
• Communicate with client service team on account expectations and track throughout the year
• Assist in supervising support staff (AM, Jr AE)

Account Executive, Commercial Risk – Middle Market

Operations

• Monitor and manage day-to-day operational activities for Employee Benefits within the region, ensuring adherence to established standards and procedures.
• Identify workflow inefficiencies and recommend solutions to enhance accuracy, productivity, and client experience.
• Ensure compliance with regulatory requirements, internal controls, and audit standards; assist in risk mitigation efforts.
• Support optimization of agency management systems and other operational tools; provide feedback for enhancements.
• Track KPIs and prepare reports on operational performance for regional leadership; recommend corrective actions as needed.
• Partner with account management teams, regional leaders, and national operations to align initiatives and resolve operational challenges.
• Provide guidance and subject matter expertise to regional staff on operational policies, procedures, and system usage.
• Assist in regional integration efforts during mergers, acquisitions, or organizational changes.

Regional Operations Manager, Employee Benefits

• 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 Support Representative – Personal Lines

Compliance

• Help manage the diligent effort operation and ensure compliance with state & insurance program
• Complete surplus lines filings; ensure they are compliant and on time
• Work with accounting to remit tax and fee payments to the state
• Advise on ad-hoc compliance questions from different business units
• Maintain accurate compliance resources by state for underwriting, operations & insurance product

Compliance Specialist

Insurance

• Builds and customizes Eligibility Management System for assigned group and/or locations
• Manages multiple EDI and Data Exchange File Implementations
• Develops systems training materials and conducts training for clients and internal colleagues
• Maintains a concern for timeliness and completeness when interacting with clients

Benefits Technology Specialist – Insurance Advisory Solutions

• Acquires and retains large, complex clients through understanding of risk and insurance architecture
• Develops trusted partnerships with key insurance company partners
• Leads discussions on client renewals
• Prepares complex submissions for the marketplace
• Assesses final audits to ensure accuracy
• Builds trusting relationships with clients and partners

Associate Client Executive, Commercial Risk

Client Partner

• Manage client service calendar including new client onboarding
• Processing and negotiating renewals for all lines of coverage
• Prepare and present executive summaries for clients
• Communicate clear expectations to the client regularly
• Manage client inquiries and work with insurance partners to resolve client issues

Client Manager, Employee Benefits

• Acquire and retain large, complex clients through deep understanding of risk
• Develop trusted partnerships with key insurance company partners
• Lead internal discussions on client renewals and pricing comparisons
• Prepare complex submissions for the marketplace
• Coordinate client team to ensure service standards exceed clients’ expectations
• Actively build trusted relationships with clients and partners

Client Executive, Commercial Risk

• Develop and implement sales strategies to meet revenue and growth targets
• Hire, manage, and provide coaching and support to a team of sales professionals
• Manage key client relationships, including identifying opportunities to upsell and cross-sell insurance products and services
• Monitor sales performance and provide feedback and coaching to improve productivity

Director of Sales, Commercial Risk – Insurance Advisory Solutions

Accountant

• Monitor and reconcile client and carrier accounts to ensure receivables and payables are current
• Reconcile payment remittances to the billing system of record
• Research and resolve inquiries concerning account status, invoice payments, and refund status
• Responsible for the preparation of Bank, AR, and AP reconciliations
• Responsible for monthly, quarterly, and annual financial statements in accordance with US GAAP
• Assist in the maintenance of a system of internal controls with detailed and targeted documentation of monthly, quarterly, and annual processes
• Provides accounting support to operations