The Baldwin Group

Leading and mentoring client experience teams, developing strategies to enhance client satisfaction, and collaborating across departments to ensure seamless service delivery. | Minimum 7 years in a service industry with leadership experience, insurance industry experience preferred, and relevant licenses. | This a Full Remote job, the offer is available from: United States 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 Sr Client Experience Leader will lead other Client Experience Leaders and at times their own team of Client Managers. Working in alignment with the Director/Sr. Director of Client Experience, they are responsible for hiring, coaching, mentoring and development of their team to deliver world class service to all current and prospective clients. Responsible for identifying key performance measurables and metrics that ultimately contribute to the overall growth, profitability and innovation. PRIMARY RESPONSIBILITIES: • Effectively coaches, mentors and manages and assists in the professional development of their leaders and their team to ensure colleagues learn, grow and thrive. • Team Leadership: They lead and mentor a team of experienced associates, establish performance expectations, and provide ongoing feedback and coaching. They lead leaders as well as a team of service colleagues. • Training and Education: They identify and work with other departments to develop training programs delegate to CEL and Team Leads for training programs that enhance understanding of client engagement and emphasize a customer-centric approach within the organization. They identify and recommend improvements to various client service processes, promoting efficiency and a high-standard of service delivery across the organization. • Cross-Functional Collaboration: They collaborate with other internal departments, like sales, marketing, operations and product development as well as National teams to ensure a seamless client experience across all interaction and touchpoints. To ensure proper implementation of processes and procedures. Matriculation of priorities to client experience team under our purvey. • Innovation: They keep up-to-date with industry trends and technologies impacting client experience and look for ways to implement these advancements within their own organization. • In partnership with the Director/Sr. Director of Client Experience, leads the execution of client segmentation strategy to ensure that overall business goals, profitability and retention goals are met in a conducive and collaborative environment. • Strategy Development: The Senior Client Experience Leader helps design and implement strategies that cultivate positive client relationships. They analyze key metrics to evaluate client satisfaction and determine areas for improvement. • Crisis Management: They swiftly resolve any significant client issues or crises, ensuring complete resolution and minimal damage to the client or carrier partner relationship. Senior level has a level of discernment of what is a real urgent issue vs. what is urgent and important. High Emotional Intelligence and Situational Leadership skills in order to coach other leaders. • Client Advocacy: They work to improve products and services based on client feedback. They are the clients' voice within the organization, ensuring their needs are understood and addressed, course corrected, at all levels. Senior Client Experience Leader exposure is more escalated client experience issues, root cause analysis, etc. They create client retention strategies, ensuring clients remain satisfied and loyal to the company over the long term. KNOWLEDGE, SKILLS & ABILITIES: • Ability to measure and analyze key performance indications • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists • Exceptional written, verbal and interpersonal communication skills • Excellent knowledge of MS Office products and mobile device platforms and Advanced Excel Skills • Demonstrates the firms core values, exuding behavior that is aligned with the firms culture EDUCATION & EXPERIENCE: • Minimum 7 years of related experience in a service industry and in a leadership capacity, 5+ years’ experience in leadership required • 10+ years of experience in insurance preferred • Maintains all licenses as required by the State Department of Insurance to provide consultation and solutions in states where the firm functions • Experience with Agency Management System and/or other CRM related software OTHER: • Some travel required. • Preference will be given to applicants in our Southwest Region (Oklahoma City, Houston, Dallas). 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. #LI-JR1 #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. This offer from "The Baldwin Group" has been enriched by Jobgether.com and got a 72% flex score.

Developing and executing multi-channel marketing campaigns for healthcare products, managing website content, and analyzing campaign performance. | Experience in healthcare marketing, multi-channel campaign development, social media management, and web analytics. | As part of the Personal Lines Marketing team, the core responsibilities for the Marketing Program Manager for Health are working with the Marketing team and key business stakeholders to take a proactive approach to creating and launching marketing assets in Email, Print, and Social (Organic and Paid) to help meet business goals. Additionally, the Marketing Program Manager maintains the Health agent website with content updates and works in collaboration with the Health team to enhance the content / increase usage of the site. Principal Responsibilities: Working with the Marketing and business Health teams ideate ongoing multi-channel campaigns for Personal Health Insurance products in Medicare, Individual Healthcare) and agent recruiting Manage Health website updates including analysis of top performing content, collaborate with the Health Business leadership team to improve usage Strategize and coordinate with Design teams to develop creative for campaign execution Lead Health Director Manager Grass Roots Marketing Meetings Research and analyze competitor advertising Create, launch, and monitor digital campaigns in social channels (Organic and Paid) Weekly and monthly reporting on campaign performance Day-to-day account management including campaign spend optimization, audience creation, budget management Perform ongoing keyword discovery, expansion for campaign development Evaluate market opportunities for campaign refinement Additional duties as we continue to evolve Knowledge: How to market healthcare products to agents and beneficiaries How to engage 1099 agents to encourage them to bring additional contracts to us How to further educate Medicare beneficiaries to understand coverage options How to lead marketing campaigns ideation within a team, organize creative asset development, delivery and execution Reporting and analyzing campaigns across Email, website, LinkedIn, Facebook, and Instagram. Internal communication of analysis of campaigns and status of work efforts. Day-to-day account management including campaign optimization, audience creation, paid ad budget management Strategizing and coordinating with design and content teams to develop campaign creative Perform ongoing keyword discovery, expansion and optimization Research and analyze competitor advertising Skills: Proven Healthcare (Medicare and Individual Health) product marketing experience Multi-channel campaign development and execution experience Social Media campaign management experience Solid understanding of performance marketing, conversion, and online customer acquisition In-depth experience with web tools (e.g, Google Analytics, SEMRush, WebTrends) Up to date with the latest trends and best practices in SEM and Social Media Presentation skills - delivery and development Ability to work cross-functionally in a matrix environment Working knowledge of asset management tools for sales content distribution Education, Experience, and Abilities Requirements: Proven healthcare marketing experience Experience with an FMO/NMA or health insurance carrier Experience preferred with agency management tools and enrollment platforms (e.g. AgencyBloc, Connecture, Sunfire) Multi-campaign development and execution Experience updating website content (e.g., WordPress or similar tools) Social Media campaign management experience Solid understanding of performance marketing, conversion, and online customer acquisition Experience with web tools (e.g., Google AdManager, SEMRush, WebTrends) Presentation skills - delivery and development Ability to work cross-functionally in a matrix environment 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 firm. All requirements may be modified to reasonably accommodate physically or mentally challenged colleagues. 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.

Developing sales strategies, managing a team, and building client relationships in the insurance sector. | Minimum 5+ years of insurance sales experience, strong leadership, and knowledge of Medicare products. | The Baldwin Group is a dedicated team of professionals who specialize in business insurance, employee benefits, retirement planning, and personal insurance. We've grown from a small local company in 2011 to a major national firm with a wide range of expertise, serving two million customers across the United States. The Baldwin Group Personal and Health Insurance works with healthcare companies, medical providers, and community organizations. We're known as one of the top Field Marketing Organizations (FMO's) in our industry. The Group ranks as one of the top 20 insurance brokers in the United States. The Regional Growth Manager is responsible for developing and implementing sales strategies to meet production and revenue targets, managing a team of sales professionals in the region, and ensuring compliance with regulatory requirements. PRIMARY RESPONSIBILITIES: Develop and implement sales strategies to meet revenue and growth targets within the assigned region, identifying opportunities for new sales channels and leading the expansion into new markets. These responsibilities are focused on multiple products included but not limited to: Medicare (MAPD), Medicare Supplements, and Medicaid products. Recruit Brokers and Agencies through networking, grass roots marketing, referrals, the use of technology and any other source using creative ideas. Manage, and provide coaching and support to a team of sales professionals to ensure they meet performance targets and provide excellent customer service. Conduct sales performance analysis, generate sales reports, and lead sales forecasting efforts for the region. Build and maintain relationships with key stakeholders, carriers, community liaisons, including beneficiaries, providers, and government agencies. Maintain and train up-to-date knowledge of insurance products and services, ensuring that sales professionals are equipped to provide accurate and timely advice to clients. Develop and deliver comprehensive and effective training programs on sales methodologies to increase productivity, revenue, and overall sales performance. 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. Monitor expenses and manage resources effectively to meet financial targets. KNOWLEDGE, SKILLS & ABILITIES: • Strong leadership skills and ability to manage a high-performing team. • Excellent communication skills, both oral and written. • Strong analytical and problem-solving skills. • Ability to develop and implement sales strategies to meet revenue targets. • Ability to work collaboratively with other departments to achieve organizational goals. EDUCATION & EXPERIENCE: Bachelors’ Degree or equivalent working experience Minimum 5+ years of insurance sales experience with a carrier or broker with a strong knowledge of Medicare Passion and a track record of building your business, exceptional discipline and self-motivation puts success in your control Demonstrated track record of meeting or exceeding annual new business goals Travel as required Strong relationship management skills along with incredible empathy and understanding of the needs of our customers, both insureds and their agents alike Strong strategic thinker who is willing to challenge our ideas and growth strategies Calm under pressure; you have excellent organizational skills, integrity, and great follow-through on tasks; you are comfortable challenging norms while working collaboratively with colleagues at all levels of the organization Natural curiosity; you love learning how things work and you are always looking for innovative improvements Perks Of Working at Guided Solutions, a Baldwin Group Company Open PTO policy, plus up to 12 federal holidays Complete health benefits package 401K with company matching Mileage and cell phone reimbursement Company card to set up events, socials, trainings Dedicated marketing support And more… Salary Range - $80,000-$130,000 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.

Lead the development and management of partner API integrations, ensuring seamless connections and high-quality performance. | Extensive experience in digital product management, API-driven integrations, and stakeholder engagement, with a focus on insurance or embedded insurance products. | Why MSI? We thrive on solving challenges. As a leading MGA, MSI combines deep underwriting expertise with insurer and reinsurer 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. We're seeking an experienced Director, Digital Product Manager to lead our partner integration strategy and execution in the insurance technology ecosystem. In this role, you'll be responsible for building and scaling our integration platform, enabling seamless connections with distribution partners that power our insurance products. Responsibilities Product Strategy & Vision - Develop and maintain a scalable platform roadmap, emphasizing API‑first design, modern integration patterns, and streamlined partner onboarding. API & Integration Leadership - Own the full lifecycle of API-driven integrations, from conceptual design through specification, delivery, testing, onboarding, and post‑launch performance monitoring. Agile Leadership & Delivery Excellence - Lead sprint planning, backlog refinement, and collaborative design discussions for the aligned area Partner & Stakeholder Engagement - Lead external integration workshops to review API designs, workflows, and testing milestones. Backlog Ownership & Value Realization - Maintain a prioritized product backlog, balancing integrations, features, performance improvements, and technical debt. Post‑Launch Quality, Performance & SLA Accountability Cross-Functional Leadership - Partner with Engineering, QA, Architecture, Support, and Operations. Execution & Continuous Improvement - Champion a culture of accountability for quality, SLAs, and partner experience. IT Product Owner Requirements Experience managing partner relationships and gathering requirements from external stakeholders In-depth knowledge of embedded insurance and Multi-family products (Renters, Tenant Legal Liability, etc.) 6+ years of working experience as a Digital Product Manager. In-depth knowledge of Agile methodologies and practices. Strong analytic and problem-solving skills. Ability to multi-task and work under pressure. Outstanding verbal and written communication skills Successful track record of developing products within deadlines #LI-BM1 #LI-REMOTE 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.

Assist customers with insurance requests, educate clients, and manage policy information efficiently. | Requires 4+ years in insurance, customer service experience, and an active property & casualty license; your experience aligns partially but lacks specific insurance licensing and direct insurance industry experience. | At Obie, we don’t just insure properties — we ensure progress. With advanced technology, real-time data, and a vast network of agents and partners, we help real estate investors and landlords get insurance coverage whenever and wherever they need it. Thousands of owners nationwide trust us to be the insurance experts, so they don’t have to be. Joining our team means embracing a fast-moving environment driven by innovation, collaboration, and constant progress. We learn quickly, iterate often, and celebrate wins together. If you're passionate about driving change and eager to impact the real estate and insurance market, Obie is the place for you. Our Chicago based employees are hybrid, and expected to be in office on Tuesdays and Thursdays. While Obie does offer fully remote opportunities for those outside of Chicagoland, we are only currently hiring in the following states: AZ, FL, GA, IL, IN, LA, MA, MI, MO, NH, NJ, NC, OH, PA, SC, SD, TN, TX, UT, WI Brief Summary of Role Obie is looking for an innovative, bright, motivated and hard-working individual to join our team to help us accomplish our mission of combining insurance know-how, innovative technology and world-class service to delight our customers. Those successful in this role have a strong sense of intellectual curiosity, the ability to think critically, and a desire to help others solve problems. Additionally, you'll be self motivated and directed with a strong ability to work autonomously as you'll be expected to succeed without heavy direction. The hours for this role will fall within 10:00 AM - 8:00 PM EST, Monday - Friday. It is an 8-1/2 work day with 30 minutes for lunch. What You'll Do Resolve insurance requests quickly and accurately for our current clients through Salesforce cases, incoming phone calls, and other sources of customer requests Deliver top tier customer experience with every interaction Work closely with current customers to educate them on the benefits of our programs and products while ensuring all accounts are serviced a in a timely manner Work closely with referral sources and carrier contacts to successfully deliver for our customers Adhere to our processes related to customer follow-up and data gathering Maintain the existing culture predicated on motivation and positive reinforcement while upholding a standard of accountability to self, team, and company Complete other duties as assigned What You'll Bring 4+ years working in insurance, homeowners experience is preferred 2+ years in a customer service role Fearlessness and adaptability in a fast-moving, ever changing environment and a strong ability to multi-task Detail orientation in everything you do: there is a lot of customer and policy information flying by you – having a keen eye here is essential to your success Ability to demonstrate how to prioritize competing demands while managing your time effectively As the role is remote, the ability to collaborate in a virtual environment is a must Excellent verbal and written communication skills to assist with customer needs, problem solve, answer questions, and leave a positive impression. Strong sense of ownership and resourcefulness: comfortable working independently, using available tools, documentation, and subject-matter experts to solve problems efficiently. Experience and comfort using a variety of software tools from Salesforce, Excel and G Suite, to include but not limited to policy management and accounting systems Personal standard for excellence: strong process orientation and interest in finding better ways to do things Positive “can do” attitude and a desire to contribute to a growing, energetic work environment An active Property & Casualty insurance license is required before starting. 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.

Lead the strategy, development, and execution of AI-powered products, ensuring alignment with business goals and organizational standards. | Minimum 5+ years in product management, 2+ years focused on AI/data-driven products, strong understanding of AI/ML concepts, experience with AI platforms and tools, and excellent communication skills. | Why MSI? We thrive on solving challenges. As a leading MGA, MSI combines deep underwriting expertise with insurer and reinsurer 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. MSI is seeking an experienced AI/ML Product Manager to define, deliver and optimize digital solutions through AI-powered products. This role serves as the critical link between business objectives and technology execution, ensuring that configurable products are intuitive, scalable, and aligned with organizational goals. The right candidate will lead the strategy, development, and execution of priority initiatives, working closely with cross-functional teams, ensuring capabilities deliver tangible value. Key Responsibilities • Product Strategy & Leadership • Conduct in-depth analysis of customer business drivers, key use cases, and objectives to develop tailored solutions. • Develop and maintain a clear AI/ML products roadmap aligned with business goals and KPIs for adoption, outcomes, and financial impact to ensure resources are invested where they matter most. • Lead and mentor Digital Product Managers to deliver enterprise-wide AI solutions that drive innovation and competitive advantage. • Portfolio & Operations Design • Design and maintain workflows aligned with strategic objectives. • Accelerate delivery by using AI to build AI - adopting AI-powered processes to drive efficiency and speed. • Lead the design and delivery of AI-enhanced features, such as: • Smart UI components • Predictive analytics • Natural language interfaces • Automated compliance checks • Intelligent reporting and modeling tools • Champion AI tools to accelerate development - even for non-AI features. • Governance & Best Practices • Establish organizational best practices for AI usage, including prompt engineering, model selection, and ethical guidelines. • Contribute to policies for responsible AI development, deployment, and monitoring in compliance with regulatory standards. • Scale enterprise-wide AI initiatives, promoting reusability of AI capabilities to accelerate time-to-value and reduce duplication. What You Will Bring: • Strong understanding of AI/ML concepts: NLP, predictive modeling, recommendation systems, model evaluation, and MLOps fundamentals. • Hands-on experience with AI platforms and tools (e.g., Microsoft Copilot, OpenAI, MLflow). • Collaborative approach working with teams on GenAI, AI/ML, and data products. • Familiarity with insurance lifecycle management and processes. • Proficiency in Agile methodologies and ability to write clear business and technical specifications (feature designs, user stories, acceptance criteria). • Knowledge of data governance, model validation, and compliance frameworks (privacy, auditability, explainability). Qualifications • Education: Bachelor's degree in Computer Science, Engineering, Information Technology, Business, or related field. • Experience: • Minimum 5+ years in product management with 2+ years focused on Ai or data-driven products in a start-up or high-growth environment • Strong understanding of AI/ML concepts: NLP, predictive modeling, recommendation systems, model evaluation, and MLOps fundamentals. • Experience with AI platforms and tools (Microsoft Copilot, Open AI, MLflow, etc.) • Proven ability to prioritize based on ROI, including building business cases and evaluating trade-offs. • Experience with Agile methodologies and ability to write clear business and technical specifications (Feature designs, User Stories, Acceptance Criteria). • Knowledge of data governance, model validation, and compliance frameworks (privacy, auditability, explainability). • Skills: • Excellent communication and leadership skills; ability to influence cross-functional teams and senior stakeholders. • Ability to clearly communicate complex system concepts clearly to technical and non-technical audiences. • Advanced analytical and problem-solving skills with the ability to independently troubleshoot issues. • Proven ability to manage competing priorities in a fast-paced environment. • Comfortability navigating ambiguity and influencing without direct authority. • Collaborative team player, committed to fostering innovation. Why Join Us? • Be part of an agile, innovative team driving meaningful change • Work on cutting-edge AI products with significant impact • Thrive in a collaborative culture that emphasizes growth, inclusion and continuous learning #LI-JW2 #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.

Respond to client service requests, process endorsements, issue new business, answer coverage questions, and remarket accounts as needed. | Requires current or obtainable state insurance license, intermediate MS Word and Excel skills, typing speed of 55 WPM, and strong communication abilities. | The Client Relations Team Specialist serves as a resource to clients and personally provides prompt, efficient and high-quality service. PRIMARY RESPONSIBILITIES: Respond to incoming client service requests for small to large accounts Process endorsements Issues new business Answer client questions regarding coverage Remarkets accounts as needed KNOWLEDGE, SKILLS & ABILITIES: Intermediate knowledge of Microsoft Word and Excel. Ability to learn appropriate insurance company and firm software programs. Capable of typing a minimum of 55 words per minute. Excellent written and verbal communication skills. Takes initiative to contribute as a proactive and determined professional. Uses accuracy and thoroughness while completing job responsibilities. Demonstrates the firm’s behavioral tenets, exuding behavior that is aligned with the corporate culture. EDUCATION & EXPERIENCE: Current State Insurance License, as required by the State Department of Insurance to provide client services 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. OTHER: 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 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.

Manage insurance policy activities including renewals, endorsements, invoicing, and client service while maintaining relationships with insurance carriers and ensuring compliance. | 3-5 years insurance or related experience, ability to obtain state insurance licenses within 90 days, strong technical insurance knowledge, and teamwork skills. | The Associate Client Manager, Commercial Risk serves as a technical resource for clients, advisors, Insurance Company Partners and prospects while providing prompt, efficient, high-quality service for designated accounts. Position Summary: The Associate Client Manager, Commercial Risk serves as a technical resource for clients, advisors, Insurance Company Partners and prospects while providing prompt, efficient, high-quality service for designated accounts. Principal Responsibilities: Responsible for gathering the information and risk management recommendations for renewals and for delivering renewals and/or binders as needed. Assists in manages all policy activity aspects of assigned accounts including endorsements and invoicing. Maintains a concern for timeliness and completeness when interacting with clients, the organization and Insurance Company Partners to minimize potential for errors and omissions claims. Receives phone calls and office visitors requesting quotes, changes to existing coverage and/or new policies. Determines acceptability and placement, completes applications or endorsements, and collects premium when applicable. Reviews existing accounts to determine if additional lines of insurance should be solicited and does so by mail and/or phone prior to renewal. Cultivates strong relationships with Insurance Company Partners and is responsible for knowing carrier requirements and attributes. Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership. Education, Experience, Skills and Abilities Requirements: Ability to forge relationships with key insurance markets and carrier representatives Strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites Ability to analyze complex risk exposures, existing insurance coverages, and develop appropriate recommendations for clients and prospects Ability to work as part of a team of professionals and build relationships with other Firm business segments Demonstrates Firm’s behavioral tenets, exuding behavior that is aligned with corporate culture At least 3-5 years of related insurance experience, or associated industry experience Obtain and maintain a 2-20 state insurance license or other 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).Bachelor’s degree preferred 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. 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 Cyber Risk and Security Controls Analyst will conduct cyber risk assessments and monitor security risks across MSI's global environment. This role involves collaborating with audit teams to ensure the effectiveness of security controls and compliance with regulations. | Candidates should have a degree in Computer Sciences or related experience, with knowledge of IAM processes and cloud solutions, particularly Microsoft Azure. Strong technical, analytical, and communication skills are essential, along with familiarity with governance, risk, and compliance frameworks. | Why MSI? We thrive on solving challenges. As a leading MGA, MSI combines deep underwriting expertise with insurer and reinsurer 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 Cyber Risk and Security Controls Analyst will be responsible for conducting cyber risk assessments and continuously monitoring security risks and controls across MSI's global environment. This role will collaborate with audit teams and other stakeholders to ensure the effectiveness of security controls and compliance with internal policies and external regulations. Principal Responsibilities: Perform cyber risk assessments and identify security gaps. Oversee the execution of the cyber risk program, ensuring that all initiatives are effectively implemented and aligned with organizational goals. Monitor and report on the effectiveness of security controls. Collaborate with audit teams to support internal and external audits. Support management in advancing the maturity of the organization's security environment by identifying gaps, recommending enhancements, and aligning controls with evolving risk landscapes and industry standards. Document security processes and procedures for IT and non-IT staff. Stay current with cybersecurity trends and provide recommendations for enhancements. Knowledge, Skills, and Abilities: Degree or diploma in a Computer Sciences program and/or related industry experience Experience with IAM processes and procedures. Knowledge of cloud hosting solutions emphasis in Microsoft Azure preferred Knowledge of security tools such as Zilla, Entra, and Sentinel Strong technical and analytical skills. Excellent verbal and written communication skills Must have excellent communication skills (both verbal and written) Ability to document data flows and network diagram Security+ or other foundational level security certifications preferred Must have ability to collaborate and solve difficult problems, combining the ability to prioritize and function well in a dynamic environment Ingrained sense of accountability and ownership Continuous drive for learning, pushing technical limits, and finding new solutions Understanding of GRC: Familiarity with governance, risk, and compliance frameworks and regulations emphasis is SOX, NYDFS, and SOC II Type 2 preferred (e.g., NIST, ISO). Special Working Conditions: Fast-paced environment Must be able to interact effectively with various levels of management Must be able to adapt and implement new control procedures as necessary Remote work capability with secure and reliable internet connection Technical, Computer, And System-Specific Skills Required: Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Ability to learn any other appropriate program or software system used by the firm as necessary Proficiency in Microsoft Office Suite: Expert level in Microsoft Word for document creation, formatting, and template management. Document Management Systems: Experience with SharePoint, or similar platforms for document storage, collaboration, and version control. Experience with GRC tools General IT Knowledge: Familiarity with common IT concepts such as server administration, networking protocols (TCP/IP), cloud services (AWS, Azure), and database systems. Cybersecurity Tools: Basic understanding of tools used for vulnerability scanning, security information and event management (SIEM), and identity and access management (IAM). #LI-JW2 #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.

Lead development of cloud-based SaaS features, mentor developers, support CI/CD processes, collaborate with clients and teams to build and maintain technology solutions. | 5+ years development experience, expert level coding and mentoring skills, experience with cloud SaaS, design patterns, code reviews, and agile tools. | The Senior Developer is responsible for providing guidance and direction to Application Development colleagues, along with expert level support for development activities. They work directly with colleagues and clients to develop solutions that leverage technology to meet the needs of the business. The Senior Developer is able to take on expert level development activities to support and maintain the firms applications. They collaborate with Business Analysts, Project Managers, Product Development, Sales teams, and internal colleagues to build out new products, support existing/new channels of distribution, provide improved solutions for internal colleagues, and correct defects within technology platforms. PRIMARY RESPONSIBILITIES: Facilitates the development process to build out new features in a cloud-based SaaS environment. Assists other development colleagues at various stages of experience, teaching / coaching through tasks, and assisting in code reviews. Support CI / CD Dev Ops process and ensure the team is delivering high quality code to the Test environment Reinforces the role of the Solution Architect and the methodology to set expectations around developing and executing in a consistent way Work with client development teams to facilitate the creation and maintenance of custom integration points between the firm and client. Serve as a technology expert for clients, vendors, claims administrators, carriers, and internal colleagues. Build technology solutions to support the sales and service of a variety of insurance products. Develop and implement solutions that meet web design/client requirements to help build and/or maintain websites through team and individual efforts. Adapt to new languages, methodologies, and platforms to meet the needs of projects. Expert level understanding of UI, cross-browser/mobile compatibility, general web functions and standards. Review existing applications and make changes and/or address application issues. Maintain, design, build efficient, reusable, and reliable code. Ensure the best possible performance, quality, and responsiveness of applications. Identify bottlenecks and bugs, and devise solutions to mitigate and address these issues to ensure an error-free experience. KNOWLEDGE, SKILLS & ABILITIES: Strong communication and organization skills demonstrated by the ability to lead engagement and problem-solving sessions Ability to demonstrate the firm’s core values, exuding behavior that is aligned with the corporate culture. EDUCATION & EXPERIENCE: 5+ years equivalent development experience Experience in utilizing design patterns to build out well organized code product Experience in performing code reviews and utilizing agile development tools Experience in using cloud development, in particular Software as a Service 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 and maintain BI reports and dashboards, analyze large datasets, collaborate with stakeholders to meet data needs, and provide data-driven insights to support business decisions. | Bachelor's degree or equivalent experience, 3-5 years in data analytics, proficiency in BI tools like Power BI or Tableau, strong SQL and ETL skills, insurance industry experience preferred, and ability to communicate complex data 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.

The Business Development Associate is responsible for cultivating connections and attracting talented brokers and agencies. They will engage in outbound communication to establish valuable business relationships and manage the onboarding of newly recruited insurance partners. | Candidates must have at least a high school diploma or GED, with an existing insurance license being a plus. Proficiency in Microsoft Office and strong communication skills are essential, along with a willingness to learn and develop professionally. | The Baldwin Group is a dedicated team of professionals who specialize in business insurance, employee benefits, retirement planning, and personal insurance. We've grown from a small local company in 2011 to a major national firm with a wide range of expertise, serving two million customers across the United States. The Baldwin Group Personal and Health Insurance works with healthcare companies, medical providers, and community organizations. We're known as one of the top Field Marketing Organizations (FMO's) in our industry. The Group ranks as one of the top 20 insurance brokers in the United States. As a key member of our business development team, the Business Development Associate assumes primary responsibility for cultivating connections, attracting talented brokers and agencies, and orchestrating the successful execution of contracts that formalize their partnership with our organization as a preferred FMO. Job Duties The appointed candidate will function under the direct supervision of the Business Development Manager providing necessary instruction and guidance for optimum training and professional development. The Business Development Associates will engage in outbound communication via phone to target markets to leverage supplied lists to identify and establish valuable business relationships with prospective insurance producers (recruitment). These professionals are expected to specialize in their defined markets utilizing critical information resources and independent research. The Business Development Associates will diligently onboard and manage recently recruited insurance partners and offer them requisite training and guidance to ensure optimal account management. The incumbents will manage and respond to inbound leads from email marketing campaigns and extend administrative support when needed, in particular, for training exercises and for expedient account maintenance. Occasional travel may be required for team training or to ignite new partner relationships. The ideal candidate must meet the following criteria: A minimum of a high school diploma or GED is required. An existing insurance license is highly valued but not mandatory. Our company will provide licensing and training support. Possession of computer skills, including proficiency in Microsoft Office, Excel, and Outlook, with high-speed internet connectivity, is essential. Basic office equipment and a laptop will be supplied. Experience with sales, customer service, or general people skills is preferred. Additionally, the individual must possess the ability to carry out repetitive tasks skillfully, cheerfully, and generate commendable outcome. A background in insurance or Medicare is welcomed but not mandatory. We will provide comprehensive training support for all candidates. The ideal candidate should have a likable personality and possess the ability to work productively under pressure. Being a self-starter is critical when working remotely. Ability to initiate and maintain cordial and professional relationships with leads in a virtual environment (through phone, zoom, or teams) is vital. A willingness to learn, communicate effectively, and aspire to achieve set goals while advancing within the company is essential. Strong verbal abilities and a likable personality that conveys goodwill and enthusiasm, while making new friends promptly. Finally, the applicant must demonstrate a keen interest in cultivating long-term and productive relationships with clients. Perks of working at The Baldwin Group Open PTO policy, plus up to 12 federal holidays Complete health benefits package 401K with company matching Stock options And more… #LI-KL1 IND1 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.