Jobs at The Baldwin Group

Sell new and renew existing commercial insurance accounts, build and maintain client and partner relationships, present proposals, finalize sales, onboard paperwork to service team, meet monthly new business goals, and maintain knowledge of underwriting and firm policies.

As a Senior Advisor, you will manage client relationships, provide comprehensive financial planning, and construct investment portfolios aligned with client goals while adhering to fiduciary standards.

The Employee Benefits Advisor sells and renews insurance accounts, builds client relationships, finalizes sales, and communicates effectively with clients and service teams while meeting monthly goals.

The Private Risk Advisor sells and renews insurance accounts, builds client relationships, communicates effectively, and achieves monthly business goals.

The Advisor is responsible for selling and renewing insurance accounts, building client relationships, and achieving new business goals while adhering to firm policies.

Lead strategy, roadmap, and delivery for brokerage technology products. Drive discovery, define epics/stories, prioritize backlogs, partner with Engineering/UX/Analytics, measure KPIs, coordinate releases, and support adoption while mentoring junior product staff.

Manage and service large, complex commercial insurance accounts; build consultative client relationships; evaluate and recommend coverage and risk-mitigation strategies; lead renewals and prepare complex marketplace submissions; coordinate internal teams and insurer/broker partners; ensure audit accuracy and train colleagues on insurance expertise.

Lead a Power & Renewables service team managing insurance placements for energy clients. Handle renewals, client presentations, marketing submissions, quote analysis, program structure data analysis, policy implementation, and document accuracy. Supervise support staff and participate in prospect meetings to secure and service a defined book of business.

Manage renewal and new business processes for middle-market and complex senior living accounts. Coordinate submissions, meetings, quotes, binders, endorsements, certificates, and client communications. Support senior team members, supervise junior staff, maintain agency system records, and ensure timely, accurate account service.

Manage nationwide litigation docket focusing on restrictive covenant and E&O matters. Advise leadership, liaison with outside counsel, handle pre-litigation actions, investigate claims, coordinate with carriers, draft litigation holds, prepare executive updates, and evaluate legal exposures across business lines.

Sell new accounts and renew existing insurance accounts to meet monthly goals. Build and maintain client and partner relationships, present proposals, collect documentation, and coordinate with service teams. Develop prospects through networking, community involvement, and partner events while maintaining insurance licensing, underwriting knowledge, and attention to accuracy to minimize errors.

Lead regional new business strategy and execution across Commercial and Employee Benefits. Recruit, develop, and retain Advisors and Sales Leaders. Drive sales activity via CRM, SCORE model training, forecasting, and reporting. Partner with segment leadership to enhance client experience, identify growth opportunities, and ensure advisor integration and training with partnered firms.

The Placement Executive partners with Advisors to provide excellent service in Commercial Insurance and Risk Management, maintaining client relationships and evaluating insurance options.

Provide high-quality, timely service to high-net-worth clients: respond to service requests, process endorsements, issue new business, answer coverage questions, and remarket accounts as needed.

Senior-level insurance producer responsible for driving revenue through prospecting, client advisory, and market engagement. Builds pipelines, designs commercial and benefits insurance solutions, leads executive-level consultative discussions, leverages carrier relationships, and partners with internal teams to deliver and retain complex mid-to-large market programs.

Support Account Executives and Producers on workers' compensation renewals and servicing: gather renewal specs and loss runs, complete ACORD applications, coordinate with carriers, prepare renewal documents, confirm binders and invoicing, assist with claims and RMIS access, monitor audits and expirations, perform data entry in Epic, and participate in client stewardship and claim calls.

The Inside Sales Advisor drives pipeline growth and revenue by engaging prospective clients, closing inbound opportunities, and delivering a consultative sales experience. Responsibilities include managing a sales pipeline, engaging leads, conducting discovery conversations, and nurturing client relationships.

Sell and service personal lines insurance: generate new business, manage renewals and client accounts, recommend coverage, close sales, collect documentation, coordinate with service team, cultivate carrier and community relationships, meet monthly new business goals, and maintain accurate client records.