The Baldwin Group

Manage client accounts, process insurance documents, communicate claims and coverage details, and support sales and renewal efforts. | Minimum 3 years in a commercial account management role, insurance license or willingness to obtain, strong communication skills, proficiency in Microsoft Office. | 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. 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.

Managing insurance policy renewals, assessing risk exposures, and maintaining client and carrier relationships. | At least 3-5 years of insurance industry experience, ability to analyze complex risks, and relevant licensing or willingness to obtain it. | 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 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.

Design, develop, and manage business intelligence solutions, build dashboards, and collaborate with stakeholders to ensure data accuracy and provide actionable insights. | Bachelor's degree or equivalent experience, 3-5 years in data analytics, strong skills in SQL, Python, and data visualization tools, and familiarity with BI tools like Power BI. | 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 BI Data Analyst will be responsible for delivering actionable insights through analysis, reporting, and visualization to support decision-making across the organization. This role involves creating and maintaining dashboards, reports, and data visualizations, as well as leveraging data to forecast trends and guide business activities. The ideal candidate is curious, detail-oriented, and skilled at exploring data from multiple angles, conducting research, identifying trends, and collaborating with colleagues to integrate data from various sources for informed recommendations. Principal Responsibilities Design, develop, and manage business intelligence solutions for the organization. Build and maintain dashboards, generate reports, and prepare data visualizations to guide business decisions. Collaborate with stakeholders to collect, structure, and validate data from multiple sources. Audit, compile, and reconcile data to ensure accuracy and integrity. Communicate findings internally and externally, answering questions and providing clarity on data and reports. Work on complex projects of large scope, ensuring timely and accurate delivery. Automate manual reporting processes and implement efficiencies. Support the implementation of new practices, processes, and procedures. Create ad-hoc datasets and visualizations (graphs, tables, charts) based on business requests. Education, Experience, Skills & Abilities Bachelor’s degree in a related field preferred; equivalent experience considered. 3–5 years of data analytics or related experience. Strong data visualization skills with Power BI (preferred), Tableau, and Qlik Sense Experience with Power Automate and Power Apps. Insurance industry experience preferred. Hands-on experience with Microsoft Fabric ecosystem, including: OneLake, Lakehouse, Data Warehouse, Notebooks, Pipelines, Dataflows, and Power BI integration. Strong knowledge of data modeling, SQL, and Python for Fabric Notebooks. Ability to understand database structures, relationships, and dependencies. General understanding of AI for personal productivity, including: Using AI tools for data analysis, report automation, and decision support. Awareness of AI trends and their impact on BI workflows. Proficiency in MS Office, especially Excel (pivot tables, VLOOKUP, formulas, charts, and graphing). Special Working Conditions Fast-paced, multi-tasking environment requiring adaptability and attention to detail. Important Notice This position description outlines the general scope and responsibilities of the role and is not a contract. Additional duties may be assigned as needed to support organizational goals. Reasonable accommodations will be provided for applicants and employees with medical or religious needs. #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.

| 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 Manager assists in the coordination of carrier relationships on behalf of the company by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy. PRIMARY RESPONSIBILITIES: Performs all Account Manager responsibilities as well as: Assists in establishing and maintaining appropriate carrier relationships. Performs marketing activities for large accounts as assigned. Prepares risk maps or peer reviewing risk maps for assigned accounts. Coordinates service delivery including developing initial placement/renewal strategy. Completes special projects. Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership. When requested, serves as a mentor to new colleagues. KNOWLEDGE, SKILLS & ABILITIES: Possesses strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites. Can analyze complex risk exposures, existing insurance coverages and develop appropriate recommendations for clients and prospects. Exhibits excellent client service and problem-solving skills. Possesses 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, and either has, or is working towards, a professional insurance designation. Must possess at least five years’ experience and demonstrated proficiency in Account Management. 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 Demonstrates effective presentation skills through verbal and written communications. Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture. OTHER: Fast paced multi-tasking environment Some travel may be 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. 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.

Design, develop, and manage business intelligence solutions, dashboards, and reports to support organizational decision-making. | 3-5 years of data analytics experience, strong Power BI skills, knowledge of SQL and Python, and familiarity with data modeling and BI ecosystems. | 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 BI Data Analyst will be responsible for delivering actionable insights through analysis, reporting, and visualization to support decision-making across the organization. This role involves creating and maintaining dashboards, reports, and data visualizations, as well as leveraging data to forecast trends and guide business activities. The ideal candidate is curious, detail-oriented, and skilled at exploring data from multiple angles, conducting research, identifying trends, and collaborating with colleagues to integrate data from various sources for informed recommendations. Principal Responsibilities Design, develop, and manage business intelligence solutions for the organization. Build and maintain dashboards, generate reports, and prepare data visualizations to guide business decisions. Collaborate with stakeholders to collect, structure, and validate data from multiple sources. Audit, compile, and reconcile data to ensure accuracy and integrity. Communicate findings internally and externally, answering questions and providing clarity on data and reports. Work on complex projects of large scope, ensuring timely and accurate delivery. Automate manual reporting processes and implement efficiencies. Support the implementation of new practices, processes, and procedures. Create ad-hoc datasets and visualizations (graphs, tables, charts) based on business requests. Education, Experience, Skills & Abilities Bachelor’s degree in a related field preferred; equivalent experience considered. 3–5 years of data analytics or related experience. Strong data visualization skills with Power BI (preferred), Tableau, and Qlik Sense Experience with Power Automate and Power Apps. Insurance industry experience preferred. Hands-on experience with Microsoft Fabric ecosystem, including: OneLake, Lakehouse, Data Warehouse, Notebooks, Pipelines, Dataflows, and Power BI integration. Strong knowledge of data modeling, SQL, and Python for Fabric Notebooks. Ability to understand database structures, relationships, and dependencies. General understanding of AI for personal productivity, including: Using AI tools for data analysis, report automation, and decision support. Awareness of AI trends and their impact on BI workflows. Proficiency in MS Office, especially Excel (pivot tables, VLOOKUP, formulas, charts, and graphing). Special Working Conditions Fast-paced, multi-tasking environment requiring adaptability and attention to detail. Important Notice This position description outlines the general scope and responsibilities of the role and is not a contract. Additional duties may be assigned as needed to support organizational goals. Reasonable accommodations will be provided for applicants and employees with medical or religious needs. #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.

Manage client accounts, process insurance documentation, monitor claims, and provide coverage guidance. | Experience in commercial insurance account management, licensing, and strong communication skills. | 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. JOB DESCRIPTION SUMMARY: 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. MUST BE LOCATED IN MA, ME, NH, VT, CT, RI 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. The starting pay is $70,000+ annually. Salary is negotiable upon time of hire. #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.

Design, develop, and manage business intelligence solutions, dashboards, and reports to support organizational decision-making. | 3-5 years of data analytics experience, proficiency in Power BI, Tableau, SQL, Python, and understanding of data modeling and BI tools. | 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 BI Data Analyst will be responsible for delivering actionable insights through analysis, reporting, and visualization to support decision-making across the organization. This role involves creating and maintaining dashboards, reports, and data visualizations, as well as leveraging data to forecast trends and guide business activities. The ideal candidate is curious, detail-oriented, and skilled at exploring data from multiple angles, conducting research, identifying trends, and collaborating with colleagues to integrate data from various sources for informed recommendations. Principal Responsibilities Design, develop, and manage business intelligence solutions for the organization. Build and maintain dashboards, generate reports, and prepare data visualizations to guide business decisions. Collaborate with stakeholders to collect, structure, and validate data from multiple sources. Audit, compile, and reconcile data to ensure accuracy and integrity. Communicate findings internally and externally, answering questions and providing clarity on data and reports. Work on complex projects of large scope, ensuring timely and accurate delivery. Automate manual reporting processes and implement efficiencies. Support the implementation of new practices, processes, and procedures. Create ad-hoc datasets and visualizations (graphs, tables, charts) based on business requests. Education, Experience, Skills & Abilities Bachelor’s degree in a related field preferred; equivalent experience considered. 3–5 years of data analytics or related experience. Strong data visualization skills with Power BI (preferred), Tableau, and Qlik Sense Experience with Power Automate and Power Apps. Insurance industry experience preferred. Hands-on experience with Microsoft Fabric ecosystem, including: OneLake, Lakehouse, Data Warehouse, Notebooks, Pipelines, Dataflows, and Power BI integration. Strong knowledge of data modeling, SQL, and Python for Fabric Notebooks. Ability to understand database structures, relationships, and dependencies. General understanding of AI for personal productivity, including: Using AI tools for data analysis, report automation, and decision support. Awareness of AI trends and their impact on BI workflows. Proficiency in MS Office, especially Excel (pivot tables, VLOOKUP, formulas, charts, and graphing). Special Working Conditions Fast-paced, multi-tasking environment requiring adaptability and attention to detail. Important Notice This position description outlines the general scope and responsibilities of the role and is not a contract. Additional duties may be assigned as needed to support organizational goals. Reasonable accommodations will be provided for applicants and employees with medical or religious needs. #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.

Serve as the primary contact for clients, providing risk management advice, reviewing exposures, and maintaining strong insurer relationships. | Requires 3+ years in personal insurance, insurance licenses, and familiarity with insurer systems and claim processes. | The Relationship Manager serves as the primary contact for clients providing world-class client service, technical expertise and proactive risk management. Principal Responsibilities: • Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person, via email or by telephone. • Reviews client exposures, underwriting memo, loss experience along with current coverages • Advises and counsels on complex risk exposures. • Review inspection reports accuracy on coverage potential loss prevention issues and provide proactive direction to resolve the claims. • Creates and presents private risk management renewal proposals& agendas to existing clients and conducts annual interactive reviews, when needed. • Understands, introduces and leverages the holistic platform, as needed, including employee benefits, commercial insurance and asset protection. • Cultivates strong relationships with insurance company partners, and is accountable for knowing insurer contracts, requirements and attributes. • Maintains a concern for accuracy, timeliness and completion when interacting with clients, the firm and insurance company partners to minimize potential for errors and omissions claims. • Serves as a market placement specialist by often remarketing existing programs to ensure we are keeping pace with clients needs. • Remain up to date on industry offering and make pro-active recommendations to clients. • Demonstrates strong organizational skills with high attention to detail. • Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership. Knowledge, Skills and Abilities: • Current Florida 2-20 License (or state equivalent), 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 their first 90 days of employment. • College degree preferred and professional designations a plus, e.g. CPCU, CIC, etc. • Provides 3+ years of experience in personal insurance including insurance company contracts and guidelines, proprietary insurer systems, and claim knowledge. 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.

Design and maintain BI solutions, dashboards, and reports to support decision-making, collaborating with stakeholders and automating processes. | 3-5 years of data analytics experience, proficiency with Power BI, SQL, and familiarity with Microsoft Fabric ecosystem, insurance industry experience preferred. | 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 BI Data Analyst will be responsible for delivering actionable insights through analysis, reporting, and visualization to support decision-making across the organization. This role involves creating and maintaining dashboards, reports, and data visualizations, as well as leveraging data to forecast trends and guide business activities. The ideal candidate is curious, detail-oriented, and skilled at exploring data from multiple angles, conducting research, identifying trends, and collaborating with colleagues to integrate data from various sources for informed recommendations. Principal Responsibilities • Design, develop, and manage business intelligence solutions for the organization. • Build and maintain dashboards, generate reports, and prepare data visualizations to guide business decisions. • Collaborate with stakeholders to collect, structure, and validate data from multiple sources. • Audit, compile, and reconcile data to ensure accuracy and integrity. • Communicate findings internally and externally, answering questions and providing clarity on data and reports. • Work on complex projects of large scope, ensuring timely and accurate delivery. • Automate manual reporting processes and implement efficiencies. • Support the implementation of new practices, processes, and procedures. • Create ad-hoc datasets and visualizations (graphs, tables, charts) based on business requests. Education, Experience, Skills & Abilities • Bachelor's degree in a related field preferred; equivalent experience considered. • 3-5 years of data analytics or related experience. • Strong data visualization skills with Power BI (preferred), Tableau, and Qlik Sense • Experience with Power Automate and Power Apps. • Insurance industry experience preferred. • Hands-on experience with Microsoft Fabric ecosystem, including: • OneLake, Lakehouse, Data Warehouse, Notebooks, Pipelines, Dataflows, and Power BI integration. • Strong knowledge of data modeling, SQL, and Python for Fabric Notebooks. • Ability to understand database structures, relationships, and dependencies. • General understanding of AI for personal productivity, including: • Using AI tools for data analysis, report automation, and decision support. • Awareness of AI trends and their impact on BI workflows. • Proficiency in MS Office, especially Excel (pivot tables, VLOOKUP, formulas, charts, and graphing). Special Working Conditions • Fast-paced, multi-tasking environment requiring adaptability and attention to detail. Important Notice This position description outlines the general scope and responsibilities of the role and is not a contract. Additional duties may be assigned as needed to support organizational goals. Reasonable accommodations will be provided for applicants and employees with medical or religious needs. #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.

Support data migration projects, maintain data integrity, document workflows, and improve operational processes. | Bachelor's degree or equivalent experience, 1-3 years in operations or project support, proficiency with Excel and basic data tools, strong organizational and communication skills. | We’re looking for a highly organized and proactive Business Operations Analyst to join our growing team. Reporting to the Operations Manager at Founder Shield, this role plays a key part in ensuring our current and future data migration projects run smoothly. You’ll support the day-to-day processes involved in the migration, maintain accurate data and documentation, and make sure teams relying on this information have what they need to operate effectively. Success in this role means ensuring data is accurately mapped between systems, maintaining consistency across platforms, and identifying opportunities to make future data migration and maintenance processes more efficient. This is an excellent opportunity for an early-career professional who enjoys problem-solving, working cross-functionally, and improving operational systems. The ideal candidate is detail-oriented, eager to learn, and ready to take ownership of projects that directly impact the success of our operations. Job Description PRIMARY RESPONSIBILITIES: Support the execution of the company’s data migration project, ensuring records are accurately mapped and transferred between systems. Maintain and validate data integrity throughout the migration process, proactively identifying and resolving discrepancies. Coordinate with internal stakeholders to ensure dependencies and timelines stay on track. Document workflows, data structures, and process updates to support long-term operational consistency. Assist in building and maintaining dashboards or reports that monitor migration progress and data accuracy. Partner with the Operations Manager to streamline processes and identify opportunities for greater efficiency and automation. Provide post-migration support, including data cleanup, user training, and the development of maintenance procedures. Contribute to cross-functional initiatives by supporting related operations projects as needed. QUALIFICATIONS: Bachelor’s degree in Business, Operations, or a related field, or equivalent practical experience. 1 to 3 years of experience in an operations, project coordination, or business support role. Strong organizational skills and attention to detail. Comfort working with data to support decisions (no advanced analytics required). Excellent written and verbal communication skills. Ability to juggle multiple priorities and work efficiently in a fast-paced environment. TOOLS & TECHNICAL SKILLS: Required: Google Sheets / Microsoft Excel, Salesforce (basic to intermediate level). Nice to have: Experience with Looker Studio or similar dashboarding tools. Basic familiarity with SQL or data visualization concepts is a plus, but not required. #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. 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.

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.