The Baldwin Group

Compensation

Full Description

The Operations Specialist, Insurance Systems Onboarding provides foundational support for onboarding new clients, carriers, and internal users into insurance brokerage systems. This role ensures accurate data entry, system configuration, and compliance with established workflows to enable seamless operational integration. The incumbent collaborates with client service teams, IT, and carriers to maintain data integrity and deliver a positive onboarding experience. Position Summary The Operations Specialist, Insurance Systems Onboarding provides foundational support for onboarding new clients, carriers, and internal users into insurance brokerage systems. This role ensures accurate data entry, system configuration, and compliance with established workflows to enable seamless operational integration. The incumbent collaborates with client service teams, IT, and carriers to maintain data integrity and deliver a positive onboarding experience. Primary Responsibilities Execute onboarding tasks for clients and carriers, including system setup, data entry, and validation. Follow established procedures for system configuration and user access provisioning. Assist with troubleshooting onboarding issues and escalate complex problems to senior team members or IT support. Communicate onboarding status updates to internal stakeholders and ensure timely completion of tasks. Support documentation of onboarding processes and contribute to continuous improvement initiatives. Required Knowledge, Skills & Abilities Strong attention to detail and organizational skills. Basic understanding of insurance terminology and brokerage workflows. Proficiency in Microsoft Office Suite; familiarity with agency management systems preferred. Effective communication skills for collaborating with internal teams and external partners. Ability to follow structured processes and meet deadlines in a fast-paced environment. Qualifications Bachelor’s degree in business, insurance, or related field preferred; equivalent experience considered. 0–2 years of experience in insurance operations, data entry, or administrative support. Exposure to insurance systems or onboarding processes is a plus. 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.