The Baldwin Group

Manage commercial client accounts including policy reviews, claims monitoring, client communication, and insurance program marketing. | 3+ years in commercial account management and ability to obtain state insurance licenses within 90 days. | The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The mission is to be an integral part of the Commercial Lines team and partner with Advisors, Directors Risk Management, Client Service Specialists and others in the agency to deliver a high level of service to our commercial clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment. PRIMARY RESPONSIBILITIES: • Maintain client files in Agency Management System accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices. • Compose professional business correspondence via letter, email, and/or other means • Capable for 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, cooperating purposefully, providing information and guidance, as needed, to achieve the goals of the company. • 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, but not limited to policy review, changes and updates, contract review for certificates processing, preparing renewal documents, marketing and negotiating insurance programs, filing surplus lines, review leases, and financial statements related to the client’s insurance. • Assists client inquiries via telephone and email, relaying information and follow up for timely service to the insured. • Counsel and advise client on coverage and exposure, recommending and placing additional coverage, as needed. • Actively seeks out referrals from the current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system. • Cultivates strong relationships with insurance company partners is responsible for knowing carrier requirements and attributes. • Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership. KNOWLEDGE, SKILLS & ABILITIES: • Demonstrates effective presentation skills through both verbal and written communications. • Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and ability to learn any other appropriate insurance company and firm software programs. • Demonstrates the firm’s core values, exuding behavior that is aligned with the corporate culture. EDUCATION & EXPERIENCE: • Obtain and maintain a state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment). • 3+ years of experience in a Commercial Account Manager role. OTHER: • Fast paced, multi-tasking environment. • Travel as required. #LI-NS1 IMPORTANT NOTICE:This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Support policy form and endorsement development and management across all lines of business. Partner with Compliance to file and implement state required form changes to existing programs. | Bachelor’s Degree or equivalent work experience is required along with 3-5 years of experience in the insurance industry. Candidates should be well organized, detail-oriented, and proficient in Microsoft Office and Adobe Acrobat. | Why MSI? We thrive on solving challenges. As a leading MGA, MSI combines deep underwriting expertise with insurer risk capacity to create specialized insurance solutions that empower distribution partners to meet customers’ unique needs. We have a passion for crafting solutions for the important risks facing individuals and businesses. We offer an expanding suite of products – from fully-digital embedded renters coverage to high-value homeowners insurance to sophisticated commercial coverages, such as cyber liability and habitational property – delivered through agents, brokers, wholesalers and other brand partners. Our partners and customers count on us to deliver exceptional service through a dedicated team that makes rapid resolutions a priority. We simplify the insurance experience through our advanced technology platform that supports every phase of the policy lifecycle. Bring on your challenges and let us show you how we build insurance better. Position Summary: We are seeking a skilled and motivated Product Analyst/Senior Product Analyst of Forms Development to join our Product Solutions team. This team has a variety of responsibilities ranging from forms and filings development to technical product implementations across all products. As a Product Analyst/Senior Product Analyst on this team, you will work closely with peer Product Management colleagues as well as key partners such as Compliance and Legal to develop policy forms and endorsements for growing and managing our product portfolio. You will gain exposure to all products and markets at MSI! Key Responsibilities: Support policy form and endorsement development and management across all lines of business Research, design and provide support for launching new products and/or features Understand new insurance regulations and changes in the regulatory environment and their impact across all lines of business Partner with Compliance to file and implement state required form changes to existing programs Develop new contractual language to meet the demand for new and innovation coverage Build and maintain strong relationships with internal stakeholders (e.g. Product Management colleagues, Compliance and Legal colleagues) and external partners (e.g. regulators, carrier contacts) to ensure alignment and support for product initiatives. Requirements: Bachelor’s Degree or equivalent work experience Related experience in insurance product management and process improvement. Minimum 3-5 years of experience in the insurance industry Well organized with a strong attention to detail Proficient in Microsoft Word, Excel, and Adobe Acrobat software Desire to solve problems, think analytically and make things better High degree of comfort assessing and working across a variety of technology platforms Self-motivated with a can-do attitude Ability to work as a team player to deliver results effectively and efficiently to a variety of customers #LI-BM1 #LI-REMOTE Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume. The Baldwin Group (previously Baldwin Risk Partners) is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country. At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible. The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

Assist in maintaining client relationships, risk evaluation, service execution, system data processing, client audits, and communication with operations and leadership. | Bachelor’s degree preferred, 2-5 years relevant experience, current or ability to obtain P&C insurance license, strong client service and communication skills. | The Associate Client Manager serves as a technical resource for clients, advisors, Insurance Company Partners and prospects while providing prompt, efficient, high-quality service for designated accounts. PRIMARY RESPONSIBILITIES: Responsible for assisting in maintenance of appropriate client relationships through customer service so clients achieve their desired business outcomes via software and services. Responsible for risk identification and evaluation of client accounts, and escalating concerns to senior colleague. Responsible for the collaboration, communication, and execution of service to ensure service standards are met. Oversight of system data entry and processing. Responsible for client audits; recording minutes from Client Success meetings; tracking technology issues as they relate to Client Success; keeping Operations team apprised of migration and charge status including charge imports and exports, as well as any known or potential issues. Complete special projects as assigned. Continually seek opportunities to improve the firm, business segment and processes. Bring issues and discrepancies to appropriate leadership. Maintain a concern for timeliness and completeness when interacting with clients to minimize potential for errors. Assist colleagues as requested. KNOWLEDGE, SKILLS & ABILITIES: Demonstrates effective presentation skills through verbal and written communications. Exhibits excellent client service and problem-solving skills. Can comfortably work in a team environment. Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and the ability to learn any other appropriate insurance company and firm software programs. EDUCATION & EXPERIENCE: A Bachelor’s degree is preferred. At least 2-5 years’ relevant experience. Current P&C license as required by the State Department of Insurance to effectively service clients or be willing and able to obtain all required licenses Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture. IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume. The Baldwin Group (previously Baldwin Risk Partners) is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country. At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible. The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

The Sr Client Service Specialist, Commercial Risk prepares premium allocations, renewal proposals, and documents for presenting risks to the market. They analyze complex data, assist client service teams, and handle various insurance-related tasks while looking for opportunities to improve processes. | Candidates should have 2 years of experience in the insurance industry, with a preference for 3+ years. Strong analytical, communication, and organizational skills are essential, along with the ability to work in a fast-paced environment. | POSITION SUMMARY: The Sr Client Service Specialist, Commercial Risk 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. PRIMARY RESPONSIBILITIES: 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. EDUCATION AND EXPERIENCE REQUIREMENTS: Experience (years and type of experience): 2 years’ experience in the insurance industry required; 3+ years’ experience in the insurance industry preferred Certification(s): None required; None preferred License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: Strong analytical, research and problem-solving skills. High attention to detail. Strong verbal and written communications skills. Ability to multi-task and work effectively in a fast-paced team environment. Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED: Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Ability to learn any other appropriate program or software system used by the firm as necessary OTHER REQUIREMENTS: None SPECIAL WORKING CONDITIONS: Fast paced multi-tasking environment IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons. EEOC (STATEMENT): BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct. #LI-JL1 #LI-REMOTE Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume. The Baldwin Group (previously Baldwin Risk Partners) is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country. At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible. The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

Support claims operations through invoice processing, FNOL reconciliation, phone support, reporting, process improvements, and project coordination. | Entry-level experience or interest in claims operations, strong organizational skills, ability to support data collection and reporting, and willingness to learn insurance claims processes. | Why MSI? We thrive on solving challenges. As a leading MGA, MSI combines deep underwriting expertise with insurer risk capacity to create specialized insurance solutions that empower distribution partners to meet customers’ unique needs. We have a passion for crafting solutions for the important risks facing individuals and businesses. We offer an expanding suite of products – from fully-digital embedded renters coverage to high-value homeowners insurance to sophisticated commercial coverages, such as cyber liability and habitational property – delivered through agents, brokers, wholesalers and other brand partners. Our partners and customers count on us to deliver exceptional service through a dedicated team that makes rapid resolutions a priority. We simplify the insurance experience through our advanced technology platform that supports every phase of the policy lifecycle. Bring on your challenges and let us show you how we build insurance better. Position Summary: The Associate Operations Analyst is an entry-level position designed to support the Claims Operations team while building foundational knowledge in claims processing and operational analysis. This role is ideal for early-career professionals looking to grow into an operations or data analytics career within the insurance industry. For Claire specifically, during the first 6–12 months, she will work directly with the Claims Processing team to gain hands-on experience with core functions such as invoice processing, FNOL (First Notice of Loss) reconciliations, phone support, and general claims operations. This learning phase is critical to building context for future analytical responsibilities. Following this development period, she will gradually transition into supporting operations analysis by assisting with reporting, process improvements, project coordination, and data interpretation under the guidance of Operations Analysts and the Associate Director. Key Responsibilities: Phase 1: Claims Support & Foundational Learning (First 6–12 Months) Perform routine claims support activities, including: Invoice intake and processing FNOL reconciliation tasks Phone and administrative support for claims adjusters Document review, classification, and routing Collaborate with the Claims Processing team to understand workflows, systems, and customer service principles. Participate in training and cross-functional exposure to build a well-rounded understanding of claims operations. Phase 2: Transition to Operations Analysis Data Support: Assist in collecting, organizing, and reviewing data from multiple sources to help identify trends in claims volume. Support the team by preparing basic analyses and summaries for review by senior staff. Process Improvement Assistance: Help with the rollout of new processes or system updates by performing testing, gathering feedback, and documenting changes to support increased efficiency within the claims department. Reporting Support: Generate standard reports and maintain existing reporting templates related to claims activity, team performance, and customer satisfaction. Assist with compiling findings for management reviews. Project Coordination: Provide administrative and tracking support for ongoing projects, helping ensure tasks stay on schedule and are aligned with department priorities. Team Collaboration: Work closely with team members across claims, technology, and other departments to support daily operations and maintain clear communication. Issue Escalation: Support problem-solving efforts by identifying and reporting claims processing or system-related issues to appropriate team members for resolution. General Support: Perform other administrative or operational tasks as assigned to assist the claims operations team. Assist in tracking department goals and metrics, helping ensure progress is monitored and documented. IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume. The Baldwin Group (previously Baldwin Risk Partners) is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country. At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible. The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

Develop BI solutions and dashboards, analyze large datasets, collaborate with stakeholders to identify trends, and support data-driven decision-making. | 3-5 years data/analytical experience, proficiency in BI tools (Power BI, Tableau), strong SQL and ETL skills, insurance industry experience preferred, and ability to communicate complex insights. | The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. • Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. We are unable to sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa). Position Summary: The Business Intelligence (BI) Data Analyst will be responsible for transforming data into insights that drive business value. This role involves working closely with various departments to understand their data needs, developing BI solutions, and delivering reports and dashboards that support data-driven decision-making. The ideal candidate will have a strong analytical background, proficiency in BI tools, and the curiosity and skills to investigate the data from multiple angles, conduct research and identifying trends while partnering with colleagues to match data from multiple resources to make recommendations. Principal Responsibilities: • Gather and analyze business requirements from stakeholders to develop BI solutions that meet their needs. • Collect, process, and analyze large datasets from various sources. • Collaborate with the business to understand their data and perform data analysis to identify trends, patterns, and insights that inform business decisions. • Design, develop, and maintain BI reports, dashboards, and data visualizations using tools such as Tableau, Power BI, or similar. • Design and implement data models, algorithms, and statistical analyses to solve complex business problems. • Conduct data validation and quality assurance to ensure the reliability of BI solutions. • Provide training and support to end-users on how to use BI tools and interpret data insights. • Stay current with industry trends and best practices in business intelligence and data analytics. • Present findings and recommendations to stakeholders in a clear and concise manner. • Build automation and additional efficiencies into manual reporting efforts. • Support the broader business team from the standpoint of ad-hoc reporting requests, complex queries, and evaluating the business. Education, Experience, Skills and Abilities Requirements: • Bachelor’s degree in a related field preferred, equivalent years’ experience considered. • At least three to five years of data-related or analytical work experience. • Insurance industry experience strongly preferred • Proficiency in BI tools such as Tableau, Power BI, QlikView, or similar. • Strong SQL skills and experience with data extraction, transformation, and loading (ETL) processes. • Knowledge of data warehousing concepts and experience with databases such as SQL Server, Databricks, or similar. • Excellent analytical and problem-solving skills with a keen attention to detail. • Ability to work independently and manage complex projects. • Strong communication and presentation skills, with the ability to convey complex data insights to non-technical audiences. • Experience with big data technologies and cloud platforms (e.g., Hadoop, Spark, AWS, Databricks) is a plus. Special Working Conditions: Fast paced, multi-tasking environment. Important Notice: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be modified to reasonably accommodate physically or mentally challenged colleagues. #LI-JK1 Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.