The Baldwin Group

Client Partner

• Generate and coordinate client and prospective deliverables, with an emphasis on accuracy and meeting stringent deadlines
• Update and generate weekly reports utilizing the CRM and MS Office
• Maintain/update CRM and Department tracking sheets on a real time basis
• Data gathering for surveys
• Offer additional support in facilitating RFP's from various vendors through the RPAG system
• Build up subject matter expertise through self study (ex. designations, licensing), industry partner interactions, and client interaction
• Special projects as needed

Associate Client Manager, Retirement Plans

Client Services Representative

• Responsible for gathering information and risk management recommendations for renewals.
• Manages all policy activity aspects of assigned accounts including endorsements and invoicing.
• Presents new business and renewal risks to the insurance marketplace for quoting.
• Maintains a concern for timeliness and completeness when interacting with clients and partners.
• Responsible for developing a deep understanding of assigned accounts and placement strategy.

Senior Client Service Specialist, Commercial Risk – Insurance Advisory Solutions

Account Manager

• Responsible for fostering and maintaining strong relationships with assigned clients.
• Provide meaningful consulting by interpreting complex plan performance data, advising on plan design and coverage strategy.
• Ensure compliance with federal and state regulations; escalating only highly novel or enterprise level scenarios as appropriate.
• Lead the full renewal strategy by preparing, analyzing, and presenting benefit options, benchmarking, claim experience, contribution modeling, and plan design alternatives; collaborate with Placement, Compliance, and Population Health teams to develop data supported recommendations.
• Prepare and deliver Quarterly Business Review (QBR) insights, including advanced dashboard interpretation, trend analysis, and strategic recommendations to improve program performance and client outcomes.
• Review, refine, and approve employee facing communication materials—including Benefit Guides—to ensure accuracy, clarity, and alignment with client strategy; collaborate with clients and colleagues during development and final approval.
• Manage the client compliance calendar, ensuring timely and accurate delivery of required notices, filings, and plan documentation; proactively identify emerging compliance risks and advise clients on mitigation strategies.
• Partner closely with Client Success Specialists (CSS), Advisors, and third-party partners to clarify data needs, monitor progress, and troubleshoot issues that could impact timelines or strategic deliverables.
• Resolve escalated enrollment discrepancies, eligibility questions, and coverage issues using deep knowledge of carrier processes and plan rules; manage highly complex exceptions and coordinate with carriers/clients as needed.
• Plan, coordinate, and oversee deliverables across internal teams to ensure seamless execution of renewal cycles, onboarding, audits, and other major client events.
• Investigate and resolve complex billing issues, claim disputes, and endorsement requests by coordinating with carriers and internal technical experts; identify patterns and recommend process improvements to enhance service delivery.

Senior Client Relationship Manager, Employee Benefits

Account Executive

• The Sr Client Executive is responsible for the management and service of complex accounts and functions at a strategic level to develop and retain consultative relationships with clients.
• Evaluate and educate clients on missing or newly available coverage options.
• Experience with managing clients either on the advisor level or on a client manager level.
• Ability and experience in understanding client's financial situations and personal circumstances.
• Deliver a distinctive and thoughtful experience that is aimed at providing appropriate advice for the client's situation that secures confidence and business.
• Provide complex client and risk management services.
• Have working relationships with industry partners and utilizing these specialists and network for the betterment of their clients’ service and support and their own expertise.
• Keep current about developments in industry, insurance laws and strategies for policy management.
• Build and solidify client relationships through a distinctive experience that leverages the unique value proposition of the firm's business.
• Manage client relationships with goal of developing first call status for all insurance planning and needs.
• Provide information related to new insurance products, regulatory issues, and new policies.
• Ensure conformance with entire company guidelines and regulatory policies.
• Identify customers' insurance needs by basic modules.
• Provide different insurance products to attain successfully identified needs.
• Maintain and update records as well as files on existing customers.
• Prioritize customer requirements and cross-sells services and products of varied company business lines.

Senior Client Executive, Commercial Risk – Insurance Advisory Solutions

Underwriter

• Primary responsibility for monthly client deliverables
• Create and manage dashboard exhibits
• Establish ongoing communication with carriers to monitor claim trends
• Remain current with products available
• Build employer/employee contribution strategies and projection-based modeling
• Work closely with actuarial partners on project-based work
• Assist on additional team projects as needed
• Provide data manipulation and formatting
• Support medical utilization project-based work

Director of Underwriting, Employee Benefits

• 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.

Client Relationship Manager, Employee Benefits

• Build and maintain strong client relationships as the primary point of contact, proactively communicating expectations, updates, and recommendations.
• Assess client needs and develop tailored coverage solutions, including evaluating existing programs and identifying opportunities for additional or enhanced coverage.
• Lead the renewal process by preparing, analyzing, and effectively presenting coverage options, benchmarking, loss experience, exposure analysis, and program design alternatives.
• Manage the client service calendar, including onboarding, renewals, policy issuance, compliance updates, and delivery of required policy documentation.
• Ensure insurance programs comply with applicable federal and state regulations and oversee related compliance activities including policy documentation and regulatory filings.
• 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 client-facing communication materials, including coverage summaries and client risk reports, and coordinate or conduct renewal 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, Commercial Risk – Middle Market

• Provide advice and support to plan fiduciaries via committee meetings in the areas of investment selection, plan provisions, and strategic recommendations to improve the plan.
• Respond promptly to client inquiries and troubleshoot in conjunction with the Provider, TPA, DCIO, or other subject matter experts
• Conduct participant education meetings and seminars, including one-on-one consultations
• Meticulously update CRM on a real time basis, and generate periodic departmental reports.
• Generate and coordinate client deliverables such as investment and plan reviews with a high emphasis on accuracy and meeting stringent deadlines.
• Offer additional support in facilitating RFP’s from various vendors
• Update and generate weekly reports utilizing the CRM and MS Office, adhering to departmental protocols.
• Assist in generating pitch decks and compiling competitive intelligence on upcoming prospect meetings

Client Manager, Retirement Plans

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.

Inside Sales Advisor – Personal Lines

• Manage day-to-day activities of client accounts
• Coordinate service delivery for accounts
• Maintain client files in AMS accurately
• Develop professional working relationships with clients