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Baldwin Insurance Group INC Class

107 open roles indexed with location, benefit, and apply-link signals where available.

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  • Relationship Manager - Personal Lines

    3 Locations

    unspecified Salary not disclosed

    Relationship Manager - Personal Lines 3 Locations 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 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 memos loss experience along with current coverages and 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 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,

  • Senior Data Engineer- MSI

    Remote US

    remote Salary not disclosed

    Senior Data Engineer- MSI Remote US

  • Senior Manager, Business Development - RentSure Agency

    Remote US

    remote Salary not disclosed

    Senior Manager, Business Development - RentSure Agency Remote US

  • Customer Service Representative - Westwood

    Plano, Texas, US

    unspecified Salary not disclosed

    Customer Service Representative - Westwood Plano, Texas, US

  • Senior Claims Examiner - MSI

    Remote US

    remote Salary not disclosed

    Senior Claims Examiner - MSI Remote US 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. The Sr Claims Examiner is considered an expert in managing insurance claims for our policyholders, handling claims with high severity and complexity. The Sr Claims Examiner must have technical knowledge in insurance claims handling and the skills needed to provide superior service for our customers. The ability to develop relationships and effectively communicate with a diverse range of clients, carriers and colleagues is a key success factor in this role. Strategic vision coupled with tactical execution to achieve results in accordance with goals and objectives is also critical to the overall success of this position. The Sr Claims Examiner must be able to

  • Project Manager

    Tampa, Florida, US

    unspecified Salary not disclosed

    Project Manager Tampa, Florida, US

  • Associate Client Manager, Retirement -The Baldwin Group Wealth Advisors

    Irvine, California, US

    unspecified Salary not disclosed

    Associate Client Manager, Retirement -The Baldwin Group Wealth Advisors Irvine, California, US Irvine, California, US

  • Wealth Advisor - The Baldwin Group Financial Services

    Irvine, California, US

    unspecified Salary not disclosed

    Wealth Advisor - The Baldwin Group Financial Services Irvine, California, US The Baldwin Group, a nationwide Registered Investment Advisor, is seeking an Advisor to join our Financial Services team. As a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. You'll collaborate across practice groups to protect assets, optimize incomes, and help clients achieve long-term financial outcomes. PRIMARY RESPONSIBILITIES: ​ Support senior wealth advisors with day-to-day service for individual and household clients, including preparation of meeting materials, financial planning reports, and follow-up documentation. Assist in developing comprehensive financial plans focused on goals such as wealth accumulation, retirement readiness, education funding, risk management, tax-aware strategies, and estate considerations. Help with portfolio construction and monitoring, including gathering data, updating performance and allocation reports, and organizing recommendations aligned with client goals, risk profiles, and time horizons. Participate in client meetings and review cycles, taking notes, preparing summaries, and ensuring timely completion of agreed-upon action items to reinforce trust and retention. Respond to routine client inquiries related to accounts, statements, transfers, administrative requests, and basic planning questions, escalating complex issues appropriately and ensuring professional, timely follow-up. Learn and effectively use Baldwin's planning, CRM, and investment platforms to support client onboarding, account maintenance, reporting, and business development activities. Coordinate with internal specialists across wealth, retirement, and insurance to help deliver integrated solutions that protect assets, optimize income, and support long-term financial outcomes for clients. Maintain accurate and organized client files, meeting notes,

  • Senior Product Manager

    Remote US

    remote Salary not disclosed

    Senior Product Manager Remote US

  • Business Development Associate - Medicare

    Remote US

    remote Salary not disclosed

    Business Development Associate - Medicare Remote US

  • Personal Lines Insurance Sales - No Experience Needed

    Boca Raton, Florida, US

    unspecified Salary not disclosed

    Personal Lines Insurance Sales - No Experience Needed Boca Raton, Florida, US Boca Raton, Florida, US

  • Sr. Claims Executive, Commercial Risk

    Remote US

    remote Salary not disclosed

    Sr. Claims Executive, Commercial Risk Remote US The Sr. Claims Executive is considered an expert in managing insurance claims on an individual and portfolio level for our clients, and is utilized as a trainer, mentor with their technical expertise. They must be able to execute with little to no tactical supervision; have knowledge and experience in claims handling and risk mitigation techniques. They are able to develop relationships and effectively communicate with a diverse range of clients, carriers and colleagues. They will engage as an extension of our client(s) to simplify the course of a complex claim and assist with navigation and efforts to resolve claims disputes or issues that may occur. They will partner with client(s) to evaluate, identify, design, implement, and measure claims management solutions to reduce their total cost of risk. PRIMARY RESPONSIBILITIES: Works with insurance company partners and clients in establishing claims protocols and or policy enhancements that ensure proper reporting, notification, settlement, defense, etc. Schedules and conducts claim reviews with clients and insurance company partners ensuring proper claims handling, reserve standards and settlement protocols. Act as a claims advocate and liaison for clients interested in mitigating claims costs. Regularly reviews individual claims within client portfolios and keeps reserves and records up-to-date and according to industry best practices. Serves as a mentor to colleagues as requested. Develops an understanding of marketing strategies and contributes to business development and renewal opportunities by attending client meetings to explain the firms approach to claims mitigation and resolution. Remains well-informed

  • Marketing Manager

    Remote US

    remote Salary not disclosed

    Marketing Manager Remote US The Marketing Manager is a high-impact role within the Innovation Economy division of The Baldwin Group, focusing on high-growth emerging sectors including Technology and Cannabis. While our inbound marketing is currently strong, this role is essential for building out our outbound engine from the ground up. You will be responsible for creating the infrastructure that generates incremental lead pipelines. This role bridges the gap between creative marketing and strategic sales, requiring a leader who can manage complex Account-Based Marketing (ABM) efforts, high-level sponsorships, and digital funnels. A key component of this role is the implementation of AI-driven efficiencies and agentic workflows to scale our outbound motion without a linear increase in headcount. Principal Responsibilities: Outbound Marketing & ABM Orchestration ABM Strategy: Partner with sales leadership including Director of Sales to design and execute high-touch Account-Based Marketing campaigns targeting large enterprise accounts . Collateral & Copywriting: Lead the creation of tailored sales collateral, pitch decks, and personalized outreach copy that resonates with C-suite, Finance Execs and Founders Creative Management: Direct internal and external designers to produce high-quality visual assets for ABM sequences, ensuring brand consistency and high engagement. Funnel Building: Architect and optimize multi-stage lead funnels that guide prospects from cold outreach to qualified sales opportunities. Performance Media & Digital Acquisition LinkedIn & Display Advertising: Work with advertising specialists to optimize performance-based campaigns on LinkedIn and industry-specific display networks, focusing on precision targeting for the Innovation Economy. Landing Page Optimization: Create and manage personalized landing pages using

  • Sr. Client Service Specialist, Commercial Risk - IAS Mid Atlantic

    3 Locations

    unspecified Salary not disclosed

    Sr. Client Service Specialist, Commercial Risk - IAS Mid Atlantic 3 Locations

  • Principal, AI Architect

    Remote US

    remote Salary not disclosed

    Principal, AI Architect Remote US Position Summary The Principal, AI Architect is the organization's senior-most technical authority for designing and guiding the development of scalable, secure, and compliant AI platforms and capabilities. This role defines architectural direction, establishes engineering standards and reference patterns, and provides strategic technical leadership across multiple business and technology teams. Operating as an expert-level individual contributor, the Principal, AI Architect translates business use cases into robust platform designs, drives decisions on tooling, frameworks, and model integration, and ensures that AI systems meet enterprise requirements for performance, reliability, and regulatory compliance. This role tackles multi-dimensional, highly complex technical challenges with substantial autonomy. Additionally, this role influences senior leadership, partners across functions including Data, Product, Security, and Enterprise Technology, and provides guidance to engineering teams building AI solutions. The role introduces new architectural approaches, evaluates emerging technologies, and shapes the long-term roadmap for the firm's AI ecosystem. Position Summary The Principal, AI Architect is the organization's senior-most technical authority for designing and guiding the development of scalable, secure, and compliant AI platforms and capabilities. This role defines architectural direction, establishes engineering standards and reference patterns, and provides strategic technical leadership across multiple business and technology teams. Operating as an expert-level individual contributor, the Principal, AI Architect translates business use cases into robust platform designs, drives decisions on tooling, frameworks, and model integration, and ensures that AI systems meet enterprise requirements for performance, reliability, and regulatory compliance. This role tackles multi-dimensional, highly complex technical challenges with substantial autonomy. Additionally,

  • Account Manager, Commercial Risk - Middle Market - CAC

    3 Locations

    unspecified Salary not disclosed

    Account Manager, Commercial Risk - Middle Market - CAC 3 Locations CAC Group, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry's best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry. Job Summary: Manage the day-to-day functions of an assigned book of business while providing exceptional Duties & Responsibilities:  Participate in day-to-day operations of a service team and the assigned book of business.  Handle insurance requirements on contract reviews  Interact with carriers, underwriters, and clients to provide data and information for decision making.  Maintain client records within Epic, CSR24, and other 3rd party vendor software as appropriate, in accordance with standards.  Ability to take on issues of medium complexity with growing responsibility over time, under supervisory direction.  May be responsible for specific accounts within the team's book of business.  Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision.  Manages the ongoing service on an account  Will sometimes partner with the team and Producers to assist with marketing new and renewal business to grow the book

  • Client Manager, Retirement Plans - The Baldwin Group Financial Services

    Irvine, California, US

    unspecified Salary not disclosed

    Client Manager, Retirement Plans - The Baldwin Group Financial Services Irvine, California, US The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Retirement Plan Consulting division currently has an opening for an Associate Client Manager. This role would be assisting with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401k) with a focus on client satisfaction and retention. Job Description PRIMARY RESPONSIBILTIES: Generate and coordinate client and prospective deliverables, with an emphasis on accuracy and meeting stringent deadlines Update and generate weekly reports utilizing the CRM and MS Office Maintain/update CRM and Department tracking sheets on a real time basis Data gathering for surveys Offer additional support in facilitating RFP's from various vendors through the RPAG system Build up subject matter expertise through self study (ex. designations, licensing), industry partner interactions, and client interaction Special projects as needed EDUCATION AND EXPERIENCE: Bachelor's Degree preferred. 2-4 years of working experience in customer service in the financial services industry or analytical role preferred. Working knowledge of mutual funds. Working knowledge of 401(k), preferred but not required. Strong written and oral communication skills. Must be willing to obtain the appropriate FINRA licensing within the first 90 days of hire. SKILLS AND ABILITIES: Excellent customer services skills. Extremely detail oriented, exceptional

  • Sr. Client Service Specialist, Commercial Risk - IAS Northeast

    Kingston, Massachusetts, US

    unspecified Salary not disclosed

    Sr. Client Service Specialist, Commercial Risk - IAS Northeast Kingston, Massachusetts, US 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. POSITION SUMMARY: The Sr Client Service Specialist, Commercial Risk works closely with advisors, line-of-business specialists, and dedicated client servicing professionals to analyze client data, evaluate needs, and help create effective risk management solutions designed to meet clients' financial goals. PRIMARY RESPONSIBILITIES: Prepares premium allocations. Prepares and updates draft renewal proposals. Prepares documents for presenting risks to market. Prepares applications, summaries of insurance, and other coverage related documents. Assists client service teams in the preparation of presentation materials. Analyzes and summarizes complex data and compiles reports without supervision. Records data into appropriate insurance company and firm software programs. Processes complex audits and complete audit worksheets. Reviews contract requirements for complex cert requests. Reviews quotes in depth. Quotes flood and builder's risks policies as requested by an Account Manager. Handles processed based quoting for assigned book i.e. NFIP, bonds, small builder's risk Handles the renewing

  • Director of Sales, Healthcare Commercial Risk - Insurance Advisory Solutions

    2 Locations

    unspecified Salary not disclosed

    Director of Sales, Healthcare Commercial Risk - Insurance Advisory Solutions 2 Locations The Director of Sales of Commercial Risk Management will be responsible for developing and executing sales strategies to meet revenue targets, managing a team of sales professionals, and ensuring compliance with regulatory requirements. This role requires a strong focus on the healthcare sector and a deep understanding of the industry's unique risks and market dynamics. PRIMARY RESPONSIBILITIES: Develop and implement sales strategies to meet revenue and growth targets, identifying opportunities for new sales channels and leading the expansion into new markets. Hire, manage, and provide coaching and support to a team of sales professionals to ensure they meet performance targets and provide excellent customer service. Manage key client relationships, including identifying opportunities to upsell and cross-sell insurance products and services. Develop and maintain up-to-date knowledge of insurance products and services, ensuring that sales professionals are equipped to provide accurate and timely advice to clients. Monitor sales performance and provide feedback and coaching to improve productivity and meet performance targets. 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. Develop and maintain up-to-date knowledge of market trends and competitor activities and adjust strategies accordingly. 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.

  • Advisor, Commercial Risk - Insurance Advisory Solutions

    6 Locations

    unspecified Salary not disclosed

    Advisor, Commercial Risk - Insurance Advisory Solutions 6 Locations The Advisor, Commercial Risk sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects. PRIMARY RESPONSIBILITIES: Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding. Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner. Finalizes the sale and collects necessary documents, applications, etc., and briefs the service team on the policy sale. Develops prospects by becoming involved in community affiliations, attending insurance company partner hosted seminars, building and maintaining relationships with industry contacts, engaging in networking events and through referrals from current accounts. Develops information and recommendations for prospective accounts, presents proposals and adheres to firm policies and procedures for writing a new account. Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm, and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail. Maintains understanding and knowledge of the insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved. Positively represents the firm in the community and with our insurance company partners. Performs other functions as assigned by leadership. Looks for opportunities to improve the firm, business segment, and processes. Brings issues