The Advisor is responsible for selling new insurance accounts, renewing existing ones, and building strong relationships with clients and partners. They must present professional proposals, meet monthly sales goals, and coordinate with the service team to ensure accurate policy implementation.
The Baldwin Group
30 Remote Job Openings at The Baldwin Group
Wrap-Up Specialist, Construction Practice - Middle Market
The Baldwin Group
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Full Time
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3 days ago
The Baldwin Group
The Wrap-Up Specialist manages the enrollment, compliance, and documentation for Owner-Controlled and Contractor-Controlled Insurance Programs. They also provide support to project managers and internal teams by maintaining accurate records and assisting with audits and close-out procedures.
The specialist serves as a resource for high-net-worth clients by providing prompt and high-quality service. Primary duties include processing endorsements, issuing new business, and answering coverage questions.
Advisor, Commercial Inside Sales - Innovation
The Baldwin Group
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Full Time
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9 days ago
The Baldwin Group
The role focuses on driving revenue growth by managing a sales pipeline and converting inbound and self-generated leads into clients. It involves conducting discovery calls and providing consultative guidance to position tailored insurance solutions.
Client Success Specialist, Commercial Risk-Middle Market
The Baldwin Group
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Full Time
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10 days ago
The Baldwin Group
The specialist independently manages the core policy renewal lifecycle, including exposure data and compliance activities. They coordinate between clients, internal managers, and third-party partners to ensure timely and accurate insurance outcomes.
Generate new business and manage existing client accounts by recommending customized insurance coverage solutions. Develop opportunities through networking and referrals while maintaining strong relationships with carrier partners.
Family Office Practice Leader - National Private Risk Management
The Baldwin Group
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Full Time
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13 days ago
The Baldwin Group
Lead the strategic direction and growth of the Family Office practice, serving as the primary authority for risk management solutions for UHNW clients. Act as a trusted advisor to executive leadership and strategic clients while influencing industry standards and carrier product development.
The Technology Product Manager owns the strategy, roadmap, and delivery of technology products supporting the insurance brokerage lifecycle. This includes leading cross-functional teams to discover user needs and delivering incremental value through Agile practices.
The Technology Product Manager owns the strategy, roadmap, and delivery of technology products enabling the insurance brokerage lifecycle. This includes leading cross-functional teams through structured discovery and iterative delivery to align product outcomes with business goals.
Associate Account Executive, Senior Living- CAC
The Baldwin Group
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Full Time
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21 days ago
The Baldwin Group
Manage the end-to-end insurance renewal process and day-to-day service for Middle Market and Complex accounts. Coordinate between clients, underwriters, and internal teams to ensure accurate policy issuance and coverage analysis.
Manage a variety of litigation and pre-litigation matters, focusing on restrictive covenants and E&O exposures. Provide legal guidance to management on regulatory and compliance issues while overseeing outside counsel and litigation budgets.
Customer Service Representative II - Obie Insurance
The Baldwin Group
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Full Time
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a month ago
The Baldwin Group
Handle property insurance policy changes, endorsements, and billing inquiries via Salesforce and phone calls. Partner with carriers and referral sources to advocate for clients while maintaining accurate documentation.
The Program Manager owns and scales talent programs across the colleague lifecycle, including performance management and succession planning. They partner with senior leadership to diagnose organizational challenges and establish metrics to measure program effectiveness.
Managing Director Sales - Middle Market (Commercial and Employee Benefits)
The Baldwin Group
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Full Time
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a month ago
The Baldwin Group
Lead the new business development strategy and execution across Commercial and Employee Benefit segments to achieve regional objectives. Manage the recruiting, onboarding, and development of Advisors and Sales Leaders while ensuring consistent execution of the SCORE model.
Sr Underwriter, Commercial Habitational - MSI
The Baldwin Group
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Full Time
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a month ago
The Baldwin Group
The role involves underwriting and producing new commercial habitational accounts while cultivating long-term relationships with E&S market production sources. Responsibilities include risk selection, pricing negotiation, and supporting the development of peer underwriters.
The Digital Product Manager is responsible for defining the product strategy, roadmap, and vision for core capabilities within an Agile environment. They lead end-to-end digital product delivery, managing the backlog and collaborating with cross-functional teams to translate business needs into actionable deliverables.
Advisor - Personal Lines - Outside Sales
The Baldwin Group
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Full Time
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2 months ago
The Baldwin Group
Generate new business and manage existing client accounts by recommending customized personal lines insurance solutions. Develop opportunities through networking and referrals while maintaining strong relationships with carrier partners.
Client Executive, Human Capital Risk- CAC
The Baldwin Group
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Full Time
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2 months ago
The Baldwin Group
The Client Executive manages a book of business by setting human capital risk strategies and overseeing the day-to-day service needs of private equity firms and their portfolio companies. This includes managing benefit renewals, vendor sourcing, and ensuring client compliance through effective project management.
Benefits Technology Specialist - Insurance Advisory Solutions, West Region
The Baldwin Group
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Full Time
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2 months ago
The Baldwin Group
Configure and maintain benefits eligibility management systems while ensuring data accuracy and managing EDI file implementations. Provide client demonstrations, conduct training, and resolve complex system issues for the Employee Benefits team.
Client Relationship Manager, Employee Benefits
The Baldwin Group
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Full Time
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2 months ago
The Baldwin Group
Acts as the primary liaison between insurance carriers and clients to manage employee benefit programs, renewals, and daily service inquiries. Focuses on ensuring plan compliance, analyzing benefit trends, and driving client satisfaction and retention.
Senior Client Executive, Commercial Risk - Insurance Advisory Solutions, SW Region
The Baldwin Group
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Full Time
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2 months ago
The Baldwin Group
Manage and service complex commercial risk accounts to develop strategic, consultative relationships with clients. Evaluate client insurance needs and provide expert advice on coverage options and risk management services.
The specialist serves as a resource for high-net-worth clients by providing prompt and high-quality service. Primary duties include processing endorsements, issuing new business, and answering coverage questions.
Sr. Client Manager, Surety - Construction Practice
The Baldwin Group
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Full Time
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4 months ago
The Baldwin Group
The Senior Client Manager leads the service team on large accounts, coordinating carrier relationships and developing placement and renewal strategies. They are responsible for performing marketing activities, managing risk maps, and mentoring new colleagues within the Construction Practice.
Client Executive, Commercial Risk-Insurance Advisory Solutions
The Baldwin Group
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Full Time
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4 months ago
The Baldwin Group
The Client Executive manages and services complex commercial accounts while developing and retaining consultative relationships with clients. They are responsible for leading internal renewal discussions, preparing complex market submissions, and coordinating with internal teams to ensure service standards are met.
Head of Distribution Strategy & Program Growth - MSI
The Baldwin Group
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Full Time
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4 months ago
The Baldwin Group
The role involves driving strategic growth for the MGA by expanding distribution through wholesale and retail partnerships and launching new insurance programs. The leader will manage the business development team, oversee pipeline activity, and collaborate cross-functionally to bring profitable programs to market.
Placement Director, Commercial Risk-Insurance Advisory Solutions
The Baldwin Group
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Full Time
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4 months ago
The Baldwin Group
The Placement Director leads a team of risk placement professionals to manage the marketing, underwriting, and placement of new business accounts. They are responsible for fostering relationships with insurance carriers, driving strategic growth, and ensuring high-quality service delivery.
The Account Manager assists the production team with marketing and servicing new and renewal business while managing account service functions. Responsibilities include coordinating submission materials, facilitating carrier quotes, and maintaining accurate policy documentation in the system.
Placement Executive, Commercial Risk-Insurance Advisory Solutions
The Baldwin Group
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Full Time
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4 months ago
The Baldwin Group
The Placement Executive will partner with internal teams to deliver high-level service to clients, developing professional relationships with clients and insurance companies to maintain accounts. Primary duties involve maintaining in-depth knowledge of insurance products, assessing client needs, designing solutions, and negotiating coverage plans with insurance carriers.
Senior Advisor, Wealth Management - The Baldwin Group Financial Services
The Baldwin Group
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5 months ago
The Baldwin Group
The Senior Advisor will be responsible for building and deepening client relationships while managing portfolios using the firm's integrated advice platform. Key duties include utilizing an existing book of business, growing the client base through outreach, and delivering comprehensive financial plans covering retirement, tax, and estate considerations.
Client Experience Leader, CRMG - Founder Shield
The Baldwin Group
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Full Time
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9 months ago
The Baldwin Group
The Client Experience Leader is responsible for leading and mentoring a team to ensure world-class service delivery to clients. They will also manage client segmentation strategies and maintain high client retention rates.