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 ensure accurate documentation for all policy transactions.
The Client Relations Analyst manages inbound client calls regarding policy changes, coverage questions, and payments while maintaining accurate documentation. They are responsible for identifying opportunities to deepen client relationships and resolving concerns through professional communication.
The Client Manager will serve as the primary point of contact for retirement plan clients, providing proactive support and resolving service inquiries. They are responsible for managing account documentation, facilitating committee meetings, and coordinating with recordkeepers to ensure efficient plan administration.
The National Operations Manager will drive operational excellence and consistency across the Employee Benefits segment by optimizing workflows and implementing national standards. This role involves collaborating with regional leaders and IT teams to leverage automation, ensure regulatory compliance, and lead process improvement initiatives.
The AI Solution Architect designs scalable, secure, and maintainable technical solutions, including agentic AI and automation components, for the Baldwin Retail business unit. This role translates product requirements into technical designs while collaborating with cross-functional teams to ensure alignment with enterprise architecture standards.
The Senior Casualty Broker will manage client-specific casualty program strategies and provide advisory services for complex risk management programs. They will also negotiate pricing and policy terms with markets while collaborating with internal analytics and production teams.
The Director of Compliance provides senior-level legal and regulatory support for employee benefits, with a primary focus on the West region and California-specific requirements. This role involves mentoring junior staff, managing large-scale compliance projects, and partnering with sales teams to drive growth through client education and advisory services.
The Internal Controls Associate supports the organization's control environment by evaluating design effectiveness, documenting processes, and performing risk assessments. They also serve as a liaison for internal and external audits while monitoring compliance with regulatory frameworks like SOX and privacy laws.
The Claims Advocate will manage insurance claims from inception to resolution across various financial lines of coverage. They are responsible for maintaining accurate claim files, facilitating insurer communications, and providing high-quality service to clients.
The Client Relations Team Specialist manages day-to-day account needs, including responding to coverage questions and supporting new business issuance. They also provide risk and coverage advice while maintaining accurate records and collaborating with team members to meet service goals.
The Associate Client Manager serves as a technical resource for clients and partners, managing policy activity, renewals, and risk management recommendations. They are responsible for cultivating strong carrier relationships and identifying opportunities to improve business processes and account coverage.
The Senior Client Manager leads service teams on large accounts, coordinating carrier relationships and developing renewal strategies. They also perform marketing activities, mentor new colleagues, and manage complex risk exposures for clients.
The intern will rotate through operational functions to support MSI and LeaseTrack programs while refining training materials and internal documentation. They will also assist in analyzing operational reports, coordinating cross-functional projects, and supporting technology implementation initiatives.
This role oversees the Risk Management team, managing staffing, training, and account assignments while handling a portfolio of complex accounts. The executive is responsible for leading brokerage services, driving renewal processes, and facilitating business expansion with existing clients.
The Client Executive manages complex commercial accounts by developing strategic relationships and providing expert risk management consulting. They lead renewal processes, coordinate internal service teams, and ensure client deliverables meet high service standards.
The Senior Account Executive will lead a service team specializing in insurance placements for power and renewable energy clients. Responsibilities include managing renewal processes, conducting financial and claims analysis, and overseeing client presentations and documentation.
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.
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.
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.
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.
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.
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.
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 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 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.
