The Baldwin Group

Customer Support

• Works with advisors and line-of-business specialists
• Analyzes client data and evaluates needs
• Assists advisors with service needs
• Prepares documents for presenting risks to market
• Records data into appropriate software programs
• Processes endorsements and audits

Customer Service Specialist – Personal Lines

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.
• Prepares and updates draft renewal proposals.
• Assists client service teams in the preparation of presentation materials.
• Analyzes and summarizes complex data and compiles reports with supervision.
• Records data into appropriate insurance company and firm software programs.
• Runs cancellation and expiration reports.
• Processes and completes endorsements and audits.
• Processes Notices of Cancellations.
• Requests Loss Runs.
• Quotes flood and builder's risks policies as requested by an Account Manager.
• Handles the renewing of bonds and flood policies.
• Completes special projects as assigned.
• Looks for opportunities to improve the firm, business segment and processes.
• Brings issues and discrepancies to the attention of appropriate leadership.

Client Service Specialist

Outside Sales

• Generate new business while managing and renewing existing client accounts
• Meet with clients to understand their insurance needs and recommend customized coverage solutions
• Present insurance proposals clearly and professionally, ensuring clients understand their coverage options
• Close new business and collect all required applications and documentation
• Partner closely with the service team to ensure a seamless client experience after the sale
• Develop new business opportunities through networking, referrals, community involvement, and industry events
• Build strong relationships with insurance carrier partners and local centers of influence
• Stay current on insurance products, underwriting guidelines, and industry trends
• Maintain accurate client records and documentation while following agency procedures
• Consistently meet or exceed monthly new business goals
• Represent the agency professionally within the community and with carrier partners

Advisor – Personal Lines, Outside Sales

Client Partner

• Assists in establishing and maintaining appropriate commercial carrier relationships
• Performs marketing activities for large accounts
• Prepares risk maps for assigned accounts
• Coordinates service delivery including developing initial placement/renewal strategies
• Completes special projects

Senior Client Manager, Commercial Risk

Account Manager

• 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

Insurance Account Manager – Personal Lines

Account Executive

• Providing best in class client service by exceeding client expectations for a book of business representing clients of various size, scope, and geographic locations through effective project management and proactive strategy
• Participate in setting strategy for clients pertaining to Human Capital Risks including Human Capital strategy, Benefits, Compliance, Change Management, and Communications while engaging appropriate subject matter experts
• Resolve client, and vendor-related day-to-day service issues
• Manage entire client service experience
• Create relationships with various client stakeholders from executive leadership to support staff
• Be able to proactively project manage client service plans and needs and be willing to take responsibility for ensuring the team meets project deadlines
• Gather vendor information and/or information from clients for RFP/sourcing
• Organize data into the appropriate format for vendor submission, Prepare RFP and send to vendors, Assist in the analysis of quotes for accuracy

Client Executive – Human Capital Risk

Architect

• Review internal and external system solutions required to meet business requirements and influence adoption.
• Work with business and tech teams to build out solutions for requested enhancements.
• Review developer code to ensure alignment with existing design patterns prior to release.
• Provide occasional coaching to the development team to reinforce coding standards.
• Collaborate with internal and external partners to support implementations, security, and compliance and help minimize risk.

Application Architect

• 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.
• Manage the client service calendar, including onboarding, renewals, open enrollment preparation, compliance updates, and delivery of required plan documentation.
• Ensure benefit programs comply with federal and state regulations (ERISA, HIPAA, ACA) and oversee related compliance activities such as 5500 filings and plan documents.
• Liaise with carriers and vendors to negotiate contracts, resolve issues, solicit proposals, and manage policy activity to ensure timely, accurate service delivery.
• Oversee new client onboarding in alignment with the Peace of Mind process, including timely C-suite engagement.
• Partner with Client Success Specialists and internal teams to clarify data needs, monitor task progress, and maintain consistent, high-quality workflows.
• Develop employee facing communication materials, including Benefit Guides, and coordinate or conduct enrollment meetings.
• Maintain high standards of accuracy, timeliness, and completeness in all interactions.
• Identify opportunities to improve processes, tools, and workflows, escalating issues to leadership as needed.

Client Relationship Manager – Employee Benefits

Engineer

• Develop features for the compliance management platform on an Agile team, consistently delivering well-engineered, maintainable, and tested solutions within agreed-upon timeframes.
• Build and maintain efficient, reusable code across the stack: message handlers, ASP.NET Core APIs, SQL Server stored procedures and migrations, and Blazor UI.
• Support critical business logic across a suite of robust services and scalable data processing jobs.
• Diagnose production issues in distributed systems: trace requests across services, reason about dependency injection lifetimes in long-running hosted processes, understand retry and dead-letter behavior.
• Practice and promote Test-Driven Development (TDD), participate in sprint planning and code reviews, and adapt to new languages, tools, and frameworks as needed.
• Lead architectural discussions for mid-to-large systems, designing modular, extensible, well documented components that scale and minimize rework.
• Apply UI principles, cross-browser compatibility, and web standards; advocate for security, reliability, and operational excellence, including e-commerce security principles and current website security patches.
• Model business problems in C#.
• Clean domain types, well-chosen abstractions, code that reads like intent rather than plumbing.
• Strong object-oriented design instincts.
• SOLID is a starting point, not a religion. You know when to compose, when to inherit, when to keep things procedural.
• Solid understanding of dependency injection, including lifetimes, scope boundaries, captive dependencies, how DI behaves across long-running hosted services.
• Integrate with external services and SDKs as the business needs them. Ex. Azure Storage, Key Vault, Microsoft Graph, third-party APIs.
• Champion user-centered design processes that address real user needs.
• Build and maintain scalable, reusable Razor/MVC components, layouts, and forms.
• Develop site architecture and wireframes; optimize SEO and functionality to meet web standards and major-browser compatibility.
• Analyze, test, and troubleshoot website performance and coding issues; stay current on web technologies, browsers, and mobile platforms.
• Perform detailed code reviews to uphold engineering standards and grow peers through constructive feedback; champion consistent coding standards and maintainability.
• Mentor and guide other software engineers through coaching, pairing, and knowledge sharing; take ownership of team delivery quality and unblock teammates.
• Collaborate with the product team, designers, QA, and stakeholders to understand business requirements and to scope, estimate, and deliver features.
• Communicate user needs through storytelling and data, demonstrating how proposed designs solve those needs for internal teams and senior partners.
• Work comfortably across multiple teams and projects, including remote and local collaboration.
• Identify inefficiencies and lead small to mid-sized engineering efforts (e.g., migrations, tech debt cleanup, platform upgrades); contribute to hiring, onboarding, and engineering culture.

Senior Engineer, Data Services – MSI

• Works closely with advisors, line-of-business specialists, and dedicated client servicing professionals to analyze client data, evaluate needs, and help create effective risk management solutions designed to meet clients’ financial goals
• Prepares premium allocations
• Prepares and updates draft renewal proposals
• Prepares documents for presenting risks to market
• Prepares applications, summaries of insurance, and other coverage related documents
• Assists client service teams in the preparation of presentation materials
• Analyzes and summarizes complex data and compiles reports without supervision
• Records data into appropriate insurance company and firm software programs
• Processes complex audits and complete audit worksheets
• Reviews contract requirements for complex cert requests
• Reviews quotes in depth
• Quotes flood and builder's risks policies as requested by an Account Manager
• Handles processed based quoting for assigned book i.e. NFIP, bonds, small builder's risk
• Handles the renewing of bonds and flood policies
• Identifies and follow up on binding subjectivities
• Trains and mentors other Analysts
• Completes special projects as assigned
• Looks for opportunities to improve the firm, business segment and processes
• Brings issues and discrepancies to the attention of appropriate leadership

Senior Client Service Specialist, Commercial Risk

• Maintain client files in Agency Management System accurately and consistently
• Compose professional business correspondence via letter, email, and/or other means
• Capable of performing accounting/math related functions including invoicing, premium allocation, and other tasks as necessary
• Monitor claims as outlined by agency procedures
• Communicate claims information to others in the agency and maintain up-to-date claims information in the system
• Provide guidance and assistance to the insured in coordination with claims
• Interact with others effectively by utilizing good communications skills
• Attend client meetings with the Advisor or Director Risk Management, when requested
• Assist co-workers in responding to client inquiries or processing work, when needed
• Manage the day-to-day activities of client accounts including policy review, changes and updates, and contract review for certificates processing.

Client Manager, Commercial Risk – Insurance Advisory Solutions

• Manage day-to-day activities of client accounts including, but not limited to, policy review, changes and updates, contract reviews, preparing renewal documents, marketing and negotiating insurance programs, and financial statements related to the client's insurance.
• Responsible for assisting in establishing and maintaining appropriate carrier relationships
• Maintain client files in AMS accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices.
• Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues.
• Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in-depth knowledge of the company and their resources.
• Responsible for coordinating service delivery for accounts as assigned including developing initial placement/renewal strategy
• Stay informed on regulatory changes
• Completes special projects as assigned
• Continually seeks opportunities to improve the firm, business segment and processes.
• Bring issues and discrepancies to appropriate leadership
• Serves as a mentor to colleagues as requested

Client Manager, Commercial Risk

• Foster and maintain strong relationships with assigned clients.
• Provide consulting by interpreting complex plan performance data, advising on plan design and coverage strategy.
• Lead the full renewal strategy by preparing, analyzing, and presenting benefit options.
• Manage the client compliance calendar, ensuring timely and accurate delivery of required notices.

Senior Client Relationship Manager, Employee Benefits

• 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 the information needed to present to insurance company marketplace for proposals
• Conducts effective enrollment meetings as needed
• Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients
• Manages some house accounts without assistance from leadership
• Reviews existing accounts to determine if additional lines of insurance should be solicited
• Cultivates strong relationships with insurance company partners
• Looks for opportunities to improve the firm

Senior Client Manager, Employee Benefits

Compliance

• Partner with Client Experience Teams to identify, assess, and address employee benefits compliance risks and support clients in developing practical compliance strategies.
• Provide consultative guidance to clients and internal stakeholders on health and welfare compliance matters, including but not limited to ERISA, ACA, COBRA, HIPAA, Section 125, MHPAEA, and other applicable federal requirements.
• Assist in conducting compliance reviews and assessments, and assist in the development of recommendations and corrective action strategies.
• Research, analyze, and interpret legislative, regulatory, and administrative guidance impacting employer-sponsored benefit plans.
• Monitor regulatory developments and emerging compliance trends and communicate relevant developments to clients and internal stakeholders in a timely manner.
• Develop client-facing communications, alerts, presentations, training materials, and other educational resources regarding regulatory developments and compliance best practices.
• Deliver presentations, webinars, and training sessions to clients, prospects, and internal colleagues.
• Collaborate with internal subject matter experts, external legal counsel, compliance vendors, and carrier partners, as appropriate, to support client needs and ensure accurate guidance.
• Serve as a key partner to senior Compliance leaders by supporting complex client engagements, regulatory initiatives, thought leadership efforts, and the ongoing development of the firm's compliance solutions and resources.
• Contribute to the creation, maintenance, and enhancement of compliance tools, templates, assessments, and other resources used by clients and internal teams.
• Support the Compliance team in maintaining consistent, practical, and client-focused guidance across the organization.
• Demonstrate a commitment to continuous learning and professional development while contributing to a collaborative and high-performing team environment.