Baldwin Insurance Group INC Class jobs

Sales Enablement Specialist - Commerical Risk Management Bethesda, Maryland, US Job Description Summary 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: We are seeking a motivated and detail-oriented Sales Enablement Specialist to join our growing Commercial Risk Management Group (CRMG) and dynamic team. This entry-level role is designed for a high-potential individual who will play a key part in supporting our internal referral pipeline and driving new business growth within the commercial risk management and property & casualty insurance spaces. As a foundational team member, you will collaborate closely with Advisors (producers), client managers, and regional leaders to ensure seamless intake and execution of commercial risk client opportunities. Over time, you'll build deep expertise in our core carrier partners and products, with a career path leading toward developing and managing external referral relationships in the property and casualty space as well as client advisory services in the commercial risk management industry. Key Responsibilities: Support Internal Referrals: Partner with producers and client

Sr. Client Manager - Construction Practice Branchburg, New Jersey, 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 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 within our Construction Practice. PRIMARY RESPONSIBILITIES: 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. ***PREVIOUS CONSTRUCTION EXPERIENCE IS REQUIRED FOR THIS POSITION WITHIN OUR CONSTRUCION PRACTICE*** KNOWLEDGE, SKILLS & ABILITIES: Possesses strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites within the construction space Can

Account Executive, Oil & Gas Houston, Texas, US 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. The role will manage the marketing & service processes within the Oil & Gas Service Team. Duties & Responsibilities: Assist with renewal meetings to present results to established client contacts Lead a service team with a defined book of business, specializing in insurance placements for power and renewable energy clients Participate in client meetings and lead when necessary Understand complex financial analysis and claims data Participate as needed in Prospect presentation meetings Prepare renewal submissions for marketing; send and process complete renewal submissions Analyze quotes for accuracy and prepare spreadsheet of all quotes received Assist in data analysis to determine program structure options Create client presentation including quotes, spreadsheet, contract comparison and other internal marketing materials Submit sold business to insurance market and oversee implementation process Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision. Assist in supervising support staff to help manage workflow Other duties

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

Licensed Customer Service Representative - MSI Keller, Texas, US 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. The Licensed Customer Service Representative takes incoming calls and places outbound calls as necessary. Processes and replies to Customer Service emails as assigned by leadership. Takes payments for policies. Makes changes and endorsements to policies that may or may not require a license. May be placed on other product-focused teams. Principal Responsibilities: Maintains a concern for timeliness and completeness when interacting with clients, brokers or insurance company partners to create a positive experience. Documents all activity in on-line client file to ensure quality and responsiveness. Personally, provides prompt, efficient, high-quality service to all clients. Resolves product or service problems

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

Senior Wealth Advisor - The Baldwin Group Financial Services 6 Locations 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 Wealth Management division currently has an opening for a Senior Wealth Advisor. As a Senior Wealth Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. You'll collaborate across practices to protect assets, optimize incomes, and help clients achieve long‑term financial outcomes. PRIMARY RESPONSIBILITIES: Utilize your substantial book of business in Wealth Management to diversify and strengthen our financial portfolio. Grow and manage a client book through qualified leads, referrals, and proactive outreach, leveraging Baldwin's holistic asset protection platform for efficient client acquisition and closing. Deliver comprehensive financial plans spanning retirement, wealth accumulation, insurance, tax‑aware strategies, and estate considerations to protect clients' assets and incomes. Construct and maintain portfolios aligned to client goals, risk profiles, and time horizons, coordinating with internal specialists in wealth, retirement, and insurance. Engage clients through consistent review cycles, performance reporting, and life‑event planning to sustain trust and drive retention. Collaborate across regions and practices to identify cross‑selling opportunities and deliver integrated solutions under the unified Baldwin brand. Adhere to fiduciary standards, compliance policies, and documentation requirements while maintaining a high‑touch client experience. KNOWLEDGE, SKILLS & ABILITIES Proficient

Remote Licensed Customer Service Representative - MSI Remote US 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. The Remote Licensed Customer Service Representative takes incoming calls and places outbound calls as necessary. Processes and replies to Customer Service emails as assigned by leadership. Takes payments for policies. Makes changes and endorsements to policies that may or may not require a license. May be placed on other product-focused teams. Principal Responsibilities: Maintains a concern for timeliness and completeness when interacting with clients, brokers or insurance company partners to create a positive experience. Documents all activity in on-line client file to ensure quality and responsiveness. Personally, provides prompt, efficient, high-quality service to all clients. Resolves product or service

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

Account Manager, Natural Resources 2 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. Assist the Account Executive, Broker and Producer with marketing and servicing of new and renewal business. Coordinate with production team and insurance carriers to facilitate a successful client renewal. Duties & Responsibilities: Discuss renewal strategy with Account Executive both internally and with clients Responsible for all account service functions from the start of the renewal process including, but not limited to: Obtaining necessary renewal materials including any applications and supplemental information required for underwriting purposes (e.g., audited financial statements, organizational charts, etc.) Work with the clients on completion and return of submission materials according to pre-agreed timelines Coordinate the client submission materials for distribution to insurance carriers / underwriters Provide support in obtaining insurance carrier quotes and binders, subjectivities and reviewing for accuracy Assistance with paperwork needed for requisite filings such as surplus lines taxes (only applicable to non-admitted carriers included on client programs) Assist in the creation of client presentations, proposals and renewal summaries

Senior Retirement Advisor - The Baldwin Group Financial Services 5 Locations 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 a Senior Retirement Advisor. In this role, you will provide consultative guidance on plan design, benchmarking, compliance considerations, and provider solutions, while leading the sales process from prospecting through close. You'll partner with HR and finance leaders to understand their workforce needs, present tailored retirement plan strategies, and support employee education to drive participation and engagement. The ideal candidate has strong B2B sales experience in retirement or financial services, excellent communication skills, and a track record of exceeding goals in a consultative, solutions-focused environment. PRIMARY RESPONSIBILITIES: Gathers information on employer-sponsored retirement plans and develops tailored recommendations for prospective plan sponsor clients; presents proposals in a professional manner by reviewing plan design, investment menus, fees, and services in detail to ensure understanding. Communicates with clients, prospects, recordkeepers, TPAs, insurance company partners, and internal service teams in an articulate and effective manner to advance retirement plan opportunities and strengthen relationships. Finalizes the sale and implementation of group retirement plans by coordinating required paperwork, collection of deposits, and arrangements with recordkeepers/TPAs; partners closely with internal client service teams, who own day-to-day account servicing, to brief

Senior Advisor (Producer) - Commercial And Employee Benefits (Major US Locations) Remote US The Senior Advisor(Producer) is a senior-level insurance sales leader responsible for driving organic growth through strategic client acquisition, trusted advisory relationships, and market leadership. This role is designed for a highly experienced producer who operates as a business advisor - not simply a salesperson - helping clients protect and scale their businesses through sophisticated risk management and insurance solutions. Advisors at The Baldwin Group, leverage deep industry knowledge, carrier relationships, and consultative selling expertise to deliver tailored insurance strategies. Success in this role requires executive presence, strong business acumen, and the ability to build long-term partnerships with mid-to-large market organizations. Key Responsibilities Business Development & Revenue Growth Drive new revenue through proactive prospecting, networking, and strategic relationship development Identify client risk exposures and design comprehensive insurance solutions aligned to business objectives Build and maintain a sustainable pipeline of qualified opportunities Achieve and exceed individual production and revenue targets Client Advisory Leadership Serve as a trusted advisor to business owners, executives, and risk managers Lead consultative discussions around risk strategy, coverage structure, and long-term planning Present sophisticated proposals and renewal strategies with clarity and executive-level credibility Maintain high-touch client relationships to promote retention and cross-sell opportunities Market & Carrier Engagement Leverage strong carrier partnerships to secure competitive solutions Collaborate with internal placement and service teams to deliver seamless execution Stay current on market conditions, industry trends, and emerging risk exposures Collaboration & Culture Partner with internal advisors, client

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,

Sales Enablement Specialist - The Baldwin Group Financial Services 2 Locations 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. The Sales Enablement Specialist will work directly with 4-5 partner-level financial advisors to generate new sales opportunities, support a longer-cycle retirement plan and wealth management sales process, nurture existing client relationships, and create client-facing presentations and materials. This role is highly task- and project-oriented, with a strong focus on pipeline management, scheduling, data integrity, and coordination rather than direct outbound sales calls. The ideal candidate is flexible to changing business needs within an entrepreneurial environment and comfortable managing multiple, and sometimes conflicting, priorities across advisors and books of business. PRIMARY RESPONSIBILITIES: Support 4-5 partner financial advisors with day-to-day sales enablement, client service coordination, and follow-up activities across retirement plan and wealth management relationships. Act as a central point of coordination for tasks, deadlines, and documentation among advisors, internal teams, and external partners. Maintain and manage detailed pipelines of retirement plan and financial services opportunities, documenting meaningful activity and tracking results throughout the longer sales cycle. Regularly update opportunity stages, next steps, and probability/forecast fields so advisors have a clear, real-time view of their books of business. Identify new leads that fit the target retirement plan and financial services prospect profile, leveraging internal data, external databases, Form 5500

Account Manager, Real Estate - CAC Group Denver, Colorado, US 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. The Account Manager, Real Estate will assist the Account Executive, Broker and Producer with marketing and servicing of new and renewal business for the Real Estate team. The Account Manager will coordinate with production team and insurance carriers to facilitate a successful client renewal. Duties & Responsibilities: Work to plan and prepare the renewal strategy meeting with A/E for both internally and with Prepare the renewal process and generate key renewal deliverables: Review certificate holder list and provide to client Confirm manuscript certificates needed Understand Auto ID Cards distribution for clients Manage the renewal process with quotes distribution and managing the bind process Work with premium financing when applicable Create account file including all policy files and client agreements Manage client subjectivities, input into EPIC, and send to CAC Binders for data collection Service Specific Activities: Complete invoices and send to client Issue and distribute renewal outputs Follow up with carriers

Client Manager, Commercial Risk - IAS Northeast 2 Locations JOB DESCRIPTION SUMMARY: The mission is to be an integral part of the team and partner with sales and service colleagues to deliver a high level of service to our 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: Manage day-to-day activities of client accounts including, but not limited to, policy review, changes and updates, contract reviews, preparing renewal documents, marketing and negotiating insurance programs, and financial statements related to the client's insurance. Responsible for assisting in establishing and maintaining appropriate carrier relationships Maintain client files in AMS accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices. Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues. Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in-depth knowledge of the company and their resources. Responsible for coordinating service delivery for accounts as assigned including developing initial placement/renewal strategy Stay informed on regulatory changes Completes special projects as assigned Continually seeks opportunities to improve the firm, business segment and processes. Bring issues and discrepancies to appropriate leadership Serves as a mentor to colleagues as requested KNOWLEDGE, SKILLS & ABILITIES: Ability to forge relationships with key insurance markets and carrier representatives Strong technical knowledge of general insurance market conditions and specific insurance carrier

Director of Sales, Commercial Risk - Insurance Advisory Solutions 2 Locations The Director of Sales 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. 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. In-depth knowledge of Property & Casualty insurance regulations and compliance requirements. Ability to work collaboratively with other departments to achieve organizational goals Basic knowledge of Microsoft Office

Employee Benefits Advisor (Producer) - Insurance Advisory Solutions Bethesda, Maryland, US The Advisor, Employee Benefits 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.

National Placement Director Remote US The National Director is responsible for developing the national strategy in support of Client Experience, Operations and Go to Market Strategy to support regional execution across the designated business segment or operating group. POSITION SUMMARY: The National Director is responsible for developing the national strategy in support of Client Experience, Operations and Go to Market Strategy to support regional execution across the designated business segment, specialty area, or operating group. PRIMARY RESPONSIBILITIES: In conjunction with the President and other senior leaders, develop the National Go to Market Strategy, with fully supporting national resources for regional execution Partners with the Sales to foster a sales culture and to provide world class sales enablement to create an environment where advisors have the necessary support to sell new business. Leads new business support with Sales Leaders and Advisors, with a focus on largest, most complex clients Establishes performance expectations for focus area with accountability measures Establishes workflows for national and regional engagement of value-add resources in support of new and renewal business. With Marketing, creates consistent set of client-facing documents and ensures appropriate usage within brand guidelines. Establishes national expectations by role within CRMG, defining the expectation of performance, and creates visibility for regional reporting. Develops national framework for regional execution of talent cultivation strategy Maintains deep insurance company partner relationships at all levels Works with leaders to drive regional State of the Client execution, including engaging on identified at-risk clients to ensure value proposition execution and retention

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

Lead Financial Analyst - MSI 2 Locations 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. Primary Responsibility: Work directly with key stakeholders to assist in driving business decisions. Analyze monthly financial results, including KPI's, and identify/explain trends, preparing related summaries/management reports for business leaders and other key stakeholders. Assist in building monthly reporting packages, decks and communication of results. Develop and automate models to transform data into meaningful, clear, concise reporting/action plans. Assist in developing Budget/Plan and Forecast using various models, industry data, and insights from business leaders. Develop end-to-end product knowledge to support business decision making. Help run projects and be able to mentor Junior/Senior Analysts on the team. Collaborate with Technology and Data & Analytics business

Director of Sales, Private Risk Management 5 Locations The Director of Sales 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. 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: Proven sales leadership with the ability to build, motivate, and mentor a high‑performing Private Risk/Personal Lines sales team. Exceptional communication skills, including the ability to articulate complex risk concepts clearly and professionally to internal teams, carrier partners, centers of influence, and HNW clientele. Deep understanding of the private client / personal lines risk landscape, including carriers, underwriting considerations, risk mitigation trends, and sophisticated

Senior Director, AI & Architecture (Insurance Industry Experience Required) Tampa, Florida, US The Senior Director, AI and Architecture will lead the strategic vision, design, and execution of enterprise technology architecture and artificial intelligence capabilities across The Baldwin Group. This role is the firm's primary driver in accelerating Baldwin's transformation into an AI-driven organization, owning the design and deployment of an enterprise Agentic AI framework that enables autonomous, multi-step AI agents to operate across core business functions. The Senior Director serves as a trusted partner to executive leadership and business unit leaders reporting to the CTO-Retail, ensuring that data, platforms, and emerging technologies enable scalable growth, operational excellence, and differentiated client experiences. As a transformational technology leader, the Senior Director will advance the firm's digital and AI maturity by aligning architecture strategy with business priorities, fostering innovation, and embedding enterprise standards that power long-term competitive advantage. This leader will be deeply fluent across leading large language model (LLM) ecosystems-including Anthropic Claude, OpenAI GPT, Google Gemini, and Meta LLaMA-and will drive the selection, governance, and optimization of the most appropriate models for Baldwin's regulated, service-driven environment. Primary Responsibilities: Strategic Innovation & Growth • Partner with executive leadership to define and execute an enterprise AI and technology architecture strategy aligned with the firm's mission, vision, and business basics-with a clear mandate to make Baldwin an AI-driven organization. • Scale with Vision: Align data, platforms, security, and enterprise systems to enable sustainable, efficient growth. • Serve as a catalyst for innovation and dreaming-advancing AI,

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