Baldwin Risk Partners jobs - 33 jobs

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 Client Manager, Employee Benefits services the employee benefit needs of our clients in a prompt and efficient manner. The Client Manager, Employee Benefits prepares all client presentations, including claim reports and renewal details, as well as preparing client data for marketing efforts to seek alternative coverages and plans. Position Summary: The Client Manager, Employee Benefits services the employee benefit needs of our clients in a prompt and efficient manner. The Client Manager, Employee Benefits prepares all client presentations, including claim reports and renewal details, as well as preparing client data for marketing efforts to seek alternative coverages and plans. Principal Responsibilities: * Manage client service calendar including new client onboarding, processing and negotiating renewals for all lines of coverage, compliance alerts and updates, 5500 filings, plan documentation (SPDs, SBCs, Wrap Documents, certificates of insurance, policies, etc.), and Open Enrollment preparation and execution. * Prepare and present executive summaries for clients, including claim experience, benchmarking, rate renewals and exhibits, plan design alternatives, contribution modeling, and renewal recommendations. * Manage all policy activity aspects of assigned accounts * Present risks to the insurance marketplace for quoting, as needed * Communicate clear expectations to the client regularly, professionally, and proactively. * Maintain a priority for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners, demonstrating strong organizational skills with high attention to detail * Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues. * Conduct effective enrollment meetings, as needed with prepared collateral * Review existing programs to determine if additional lines of insurance should be added, and solicit proposals from the marketplace to suit the needs of the client. * Cultivate strong relationships with clients and insurance company partners * Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in depth knowledge of the company and their website resources * Look for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership Education, Experience, Skills and Abilities Requirements: * Strong presentation skills, both verbal and written communications * Current state License required * Bachelor's degree preferred plus 2+ years of related experience * Moderate to advanced knowledge of Microsoft Word, Excel, Publisher, Outlook, and PowerPoint and ability to learn any other appropriate insurance company and firm software systems * Demonstrates firm's core values, exuding behavior that is aligned with corporate culture #LI-NS1 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 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 Client Experience Leader leads, mentors, coaches, hires, develops and evaluates a team of colleagues. They will ensure the delivery of world class service to all current and prospective clients. Responsible for identifying key performance measurables and metrics that ultimately contribute to the overall growth, profitability and innovation of the group. Will work to ensure that measures put into place are scalable and consistent across areas of business. PRIMARY RESPONSIBILITIES: In partnership with senior leadership, leads the execution of client segmentation strategy to ensure that overall business goals, profitability and retention goals are met in a conducive and collaborative environment. Lead execution of strategies to enhance the client experience Responsible for achieving and maintaining high client retention Ensure efficiency in workflows and operational execution Lead service team integration projects Manage insurance company partner relationships including team meetings, and coordinating training for important market updates Effectively coaches, mentors and manages and assists in the professional development of team colleagues to develop bench strength. Helps create an environment where open communication is encouraged, and morale is high. Possesses day-to-day oversight, direction and accountability of team colleagues. KNOWLEDGE, SKILLS & ABILITIES: Has a high level of technical insurance knowledge. Can manage his/her performance, adhering to established workflows and processes, along with that of team colleagues. Develops effective strategies and tactics and creates positive motivation for team colleagues to achieve vision. Is organized and possesses excellent verbal and written communication skills. Working knowledge of appropriate software. Excellent written and verbal communication skills. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Ability to learn any other appropriate program or software system used by the firm as necessary Must demonstrate core values, exuding behavior aligned with the firm's culture. EDUCATION & EXPERIENCE: Maintains all licenses as required by the State Department of Insurance to provide consultation and solutions in states where the firm functions. Minimum 5 years of related experience in a service industry and in a leadership capacity Experience with Agency Management System and/or other CRM-related software #LI-NS1 IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. 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 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 Benefits Technology Analyst works alongside the Technology Specialist and Employee Benefits business segment by configuring and maintaining the benefits eligibility management system offered to clients. The Technology Analyst is responsible for ensuring data accuracy within the system. The successful candidate will build and maintain colleague and client relationships, undertake new opportunities, and learns and conduct research independently as needed. PRIMARY RESPONSIBILITIES: Maintains benefits administration system requests from assigned accounts including eligibility management items such as adds, changes, terminations, life events, and beneficiaries Collects enrollment data and enters into various insurance company eligibility systems Manages onboarding and transition process, and access, for all groups within the Eligibility Management System Provide support to configure and administer the eligibility management system and assists with maintenance/troubleshooting Conducts tests in eligibility management system after new implementations and renewals Maintains monthly enrollment spreadsheet for assigned third-party vendors Monitors technology email and manages basic client inquiries Monitors insurance partner's files and address any discrepancies identified in the reports for assigned clients Documents all activity in on-line client file to ensure quality and responsiveness Conducts and assigns various Eligibility Auditing of select accounts such as billing reconciliation, monthly reports, post-renewal audits, and system to system discrepancy reports Aids in analyzing, evaluating and prioritizing requirements to deliver business process or automated application solutions, including end user acceptance testing of automation, to address business needs Maintains a concern for timeliness and completeness when interacting with clients, firm and insurance company partners to minimize potential for errors and omissions claims · Identifies client training opportunities related to policy and eligibility management Cultivates strong relationships with insurance company partners and understands carrier requirements and attributes Act as secondary resource to the Employee Benefits Team and/or client and back-up support to Employee Care Center Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership. KNOWLEDGE, SKILLS & ABILITIES: Superb client relations/customer service skills Beginner to moderate knowledge of Microsoft Word and PowerPoint Possesses a moderate working knowledge of Microsoft Excel, including the ability to manipulate data, compare and contrast two data sets, perform pivot tables and lookups Demonstrates strong organizational skills and high attention to detail Demonstrates effective presentation skills through both verbal and written communications Possesses the ability to learn appropriate insurance company and firm software systems Possesses the ability to learn benefits and grow in product knowledge · Demonstrates the ability to multi-task and prioritize workloads while maintaining deadlines Demonstrates the ability to interact and communicate effectively within a team environment to share knowledge and manage workflows Demonstrates firm's behavioral tenets, exuding behavior that is aligned with corporate culture EDUCATION & EXPERIENCE: At least one year of working experience with benefit administration, payroll, and/or HRIS systems Current license as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions, or be willing and able to obtain all required licenses within the first 90 days #LI-NS1 IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. 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.

Client Contact Coordinator acts as the primary point of contact by personally providing prompt, efficient, and high-quality service to clients by directing clients to the appropriate team member and assisting clients and/or advisors with service requests. PRIMARY RESPONSIBILITIES: Greeting & assisting clients entering the office Provide policy documents and identification cards In person, via email or fax Assist clients with billing questions and premium payment processing Including change in payment plans Establishing EFT or RCC and securing necessary forms/signatures Pull overflow payment messages and return client calls Support service teams in gathering: Golf car changes, Auto changes, Mortgages changes, Policy cancellations Obtain necessary signatures on paperwork Support Risk Consultants Call clients if R/C is running behind their scheduled appointment Attached in Agency Management System applications completed through DocuSign Follow up on applications not completed and returned by clients Prepare thank you cards and 30 day follow up letters Calling and scheduling appointments for web-site quote requests Scheduling appointment on the shared office calendar Record in office client visits Monitor supplies needs and submit list for ordering Closing duties Making sure the lobby is clean Securing documents Closing the blinds, locking the door and turn off lights, fans, and television KNOWLEDGE, SKILLS & ABILITIES: Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture Ability to learn any other appropriate program or software system used by the firm as necessary Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture EDUCATION & EXPERIENCE: License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred Experience: None required; 0-2 years insurance experience preferred Prior experience with multi-line phones and basic computer knowledge is required. Experience in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) is preferred #LI-RL1 IND1 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 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. Let's clear something up-Insurance Advisor is our internal title, but yes, we're talking about licensed Insurance Agents. This role is all about connecting with people, understanding their needs, and helping them find the right coverage. You'll be working in a dynamic sales center environment, closing deals and making a real impact. As a Top 20 Insurance Broker, we give you access to multiple carriers so you can offer your clients the best coverage at the best price. And yes-we provide all the leads! Compensation: Base pay $41,600 + monthly commission Location: 7910 Microsoft Way, Charlotte, NC 28277 Schedule: Monday-Friday 8am-5pm + one Saturday/month 9am-1pm Remote Work: This is an in-office role What You'll Be Doing * Connect & Consult: Handle inbound and outbound calls, consult with customers, and match them with the right coverage and benefits. * Assess Needs: Conduct thorough assessments to understand financial resources, property conditions, claims history, and coverage gaps. * Seal the Deal: Finalize sales, collect deposits, arrange binders/certificates, and coordinate with the service team. * Stay Sharp: Maintain accuracy, timeliness, and a strong understanding of underwriting criteria across our insurance partners. What You Bring to the Table * Love talking to people? You'll be on the phone all day-so bring that energy! * Strong communication skills-both verbal and written * Persuasive, goal-oriented, and driven to succeed * Friendly, outgoing, and eager to grow our client base * Self-motivated and great at managing your time * Resilient-able to handle rejection and keep moving forward * Familiar with the sales process from start to finish * Experience in sales or call centers is a plus-but if you're outgoing and coachable, we want to talk! * Tech-savvy: Microsoft Office and CRM/Salesforce experience preferred What we Provide * Paid Training * Onsite gym with free access * Performance contests year-round with incentive awards * Onsite food trucks throughout the year * Quarterly top performer dinner * PTO + 12 paid holidays Licensing Made Easy We've got you covered! We'll pay for your 40-hour online Property & Casualty course, and you'll be compensated for your time studying. Pass the test, earn your P&C license, and you're good to go! If you're ready to launch a rewarding career in insurance sales with a company that values your growth and success, we'd love to hear from you! IMPORTANT NOTICE: * This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons. #LI-KC1 IND1 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 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 Client Relations Analyst works with advisors and line-of-business specialists to analyze client data, evaluate needs and help create effective risk management solutions designed to meet clients' financial goals. In addition, this individual assists advisors with service needs and makes modifications to accounts as necessary. Great starting opportunity to move into sales if desired! Primary Responsibilities: * Prepares documents for presenting risks to market. * Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents. * Assists client service teams in the preparation of presentation materials. * Analyzes and summarizes complex data and compiles reports under supervision. * Records data into the appropriate insurance company and firm software programs. * Runs monthly cancellation and expiration reports. * Processes and completes endorsements and audits. * Completes special projects as assigned. * Looks for opportunities to improve the firm, business segment and processes. Knowledge, Skills & Abilities: * Strong analytical, research and problem-solving skills. * High attention to detail. * Strong verbal and written communications skills. Education & Experience * One to two years' experience in the insurance industry. * Current 4-40 License, as required by the State Department of Insurance, to effectively service clients. * Basic understanding of insurance coverages, preferred. * Moderate to advanced knowledge of Microsoft Office Suite and the ability to learn other appropriate insurance company and firm software systems. Other: * Fast paced, multi-tasking environment. Why work for The Baldwin Group? * Eligible for The Villages Charter School enrollment * 401k matching and benefits package * Adoption Assistance Program eligibility * Paid Parental Leave * Competitive PTO plan with 12 paid holidays IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. #LI-KC1 IND1 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 is a dedicated team of professionals who specialize in business insurance, employee benefits, retirement planning, and personal insurance. We've grown from a small local company in 2011 to a major national firm with a wide range of expertise, serving two million customers across the United States. The Baldwin Group Personal and Health Insurance works with healthcare companies, medical providers, and community organizations. We're known as one of the top Field Marketing Organizations (FMO's) in our industry. The Group ranks as one of the top 20 insurance brokers in the United States. The Regional Growth Manager is responsible for developing and implementing sales strategies to meet production and revenue targets, managing a team of sales professionals in the region, and ensuring compliance with regulatory requirements. PRIMARY RESPONSIBILITIES: * Develop and implement sales strategies to meet revenue and growth targets within the assigned region, identifying opportunities for new sales channels and leading the expansion into new markets. * These responsibilities are focused on multiple products included but not limited to: Medicare (MAPD), Medicare Supplements, and Medicaid products. * Recruit Brokers and Agencies through networking, grass roots marketing, referrals, the use of technology and any other source using creative ideas. * Manage, and provide coaching and support to a team of sales professionals to ensure they meet performance targets and provide excellent customer service. * Conduct sales performance analysis, generate sales reports, and lead sales forecasting efforts for the region. * Build and maintain relationships with key stakeholders, carriers, community liaisons, including beneficiaries, providers, and government agencies. * Maintain and train up-to-date knowledge of insurance products and services, ensuring that sales professionals are equipped to provide accurate and timely advice to clients. * Develop and deliver comprehensive and effective training programs on sales methodologies to increase productivity, revenue, and overall sales performance. * 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. * Monitor expenses and manage resources effectively to meet financial targets. 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. * Ability to work collaboratively with other departments to achieve organizational goals. EDUCATION & EXPERIENCE: * Bachelors' Degree or equivalent working experience * Minimum 5+ years of insurance sales experience with a carrier or broker with a strong knowledge of Medicare * Passion and a track record of building your business, exceptional discipline and self-motivation puts success in your control * Demonstrated track record of meeting or exceeding annual new business goals * Travel as required * Strong relationship management skills along with incredible empathy and understanding of the needs of our customers, both insureds and their agents alike * Strong strategic thinker who is willing to challenge our ideas and growth strategies * Calm under pressure; you have excellent organizational skills, integrity, and great follow-through on tasks; you are comfortable challenging norms while working collaboratively with colleagues at all levels of the organization * Natural curiosity; you love learning how things work and you are always looking for innovative improvements Perks Of Working at The Baldwin Group * Recognized by multiple sources as a great place to work * Open PTO policy, plus up to 12 federal holidays * Complete health benefits package * 401K with company matching * Mileage and cell phone reimbursement * Company card to set up events, socials, trainings * Dedicated marketing support * Access to world class technology to recruit and advertise * And more… #LI-KL1 IND1 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 Sales Enablement Specialist will work directly with a Partner-level Advisor to generate new sales opportunities, nurture existing client relationships and create customer-facing presentations. The ideal candidate will be a hardworking, task-oriented, project manager, flexible to changing business needs within an entrepreneurial environment. Under the general supervision of the Director of Sales, you will begin with an in-depth training program to gain technical knowledge of employee benefits insurance, effective selling techniques and learn the firm's insurance and risk management value proposition to support the clients' needs and passions. PRIMARY RESPONSIBILITIES: * Identify new leads that fit the target prospect profile * Execute top-of-the-funnel lead generation activities to uncover new sales opportunities via phone, email, social media. * Create compelling content and execute drip campaigns to targeted companies that fit the firm's "ideal client profile." * Help to coordinate and plan webinars and in person educational events for existing clients and prospects. * Develop an understanding of our business development model and assist Partner in execution. * Generate and execute long-cycle business development strategies, document meaningful activity and track results. * Create unique and creative content to communicate proposed solutions to prospects and clients. * Work with a mentor and participate in team meetings to review sales activities/results and learn about market trends, company goals, etc. * Obtain a broad understanding of the insurance industry, internal procedures, carrier products, firm services and lead qualification. KNOWLEDGE, SKILLS & ABILITIES: * Excellent written, verbal communication and presentation skills. * Ability to clearly articulate value, influence others and motivate action. * Time management skills and the ability to coordinate calendars with multiple stakeholders. * Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) * Ability to learn any other appropriate program or software system used by the firm as necessary * Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture EDUCATION & EXPERIENCE: * High school diploma required; Bachelor's degree preferred * 2 years of relevant sales or customer service experience required; 2+ years of relevant sales or customer service experience preferred * Certification(s): None required; None preferred * License(s): Maintains a Property & Casualty License as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required. * Rapid understanding and adoption of CRM systems (HubSpot, Salesforce, ZoomInfo, etc.). OTHER: Fast paced multi-tasking environment IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. #LI-JG1 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 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. JOB SUMMARY: * The Customer Representative works with advisors and line-of-business specialists to analyze client data, evaluate needs and help create effective risk management solutions designed to meet clients' financial goals. In addition, this individual assists advisors with service needs and makes modifications to accounts as necessary. PRIMARY RESPONSIBILITIES: * Prepares documents for presenting risks to market * Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents. * Assists client service teams in the preparation of presentation materials. * Analyzes and summarizes complex data and compiles reports under supervision. * Records data into the appropriate insurance company and firm software programs. * Runs monthly cancellation and expiration reports. * Processes and completes endorsements and audits. * Completes special projects as assigned. * Looks for opportunities to improve the firm, business segment and processes. KNOWLEDGE, SKILLS & ABILITIES: * Strong analytical, research and problem-solving skills * High attention to detail. * Strong verbal and written communications skills. EDUCATION & EXPERIENCE: * One to two years' experience in the insurance industry. * Current 4-40 License, as required by the State Department of Insurance, to effectively service clients, or be willing and able to obtain all required licenses within the first 90 days of employment. * Basic understanding of insurance coverages, preferred. * Moderate to advanced knowledge of Microsoft Office Suite and the ability to learn other appropriate insurance company and firm software systems OTHER: * Fast paced, multi-tasking environment. IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. 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 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 Medicare insurance regulations and compliance requirements. * Ability to work collaboratively with other departments to achieve organizational goals * Basic knowledge of Microsoft Office products and mobile device platforms and intermediate Excel skills. * Must demonstrate core values, exuding behavior aligned with the firms culture. EDUCATION & EXPERIENCE: 7 - 10 years of experience in healthcare or insurance sales, with at least 5 years in a leadership role. IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. #LI-JG1 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 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 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. Brings issues and discrepancies to the attention of appropriate leadership. * Is expected to meet monthly new business goals. EDUCATION AND EXPERIENCE REQUIREMENTS: * Certification(s): None required; None preferred * License(s): Maintains Life & Health Insurance License as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions. Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions. KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: * Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED: * Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) * Ability to learn any other appropriate program or software system used by the firm as necessary SPECIAL WORKING CONDITIONS: * Fast paced multi-tasking environment * Travel IMPORTANT NOTICE: * This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons. EEOC (STATEMENT): * BRP 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. 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 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. With exclusive access to The Villages residents and a focus on personal lines, you'll have the chance to work closely with clients in a thriving community and make a real impact on their insurance needs. By joining our team, you'll have the chance to work with exclusive access to The Villages residents, offering unique opportunities for personal and professional growth. We value teamwork, innovation, and a dedication to client service, making our firm an exciting place to advance your career. If you're passionate about insurance, community engagement, and continuous improvement, we want to hear from you! Here are the principal responsibilities of the role: * Gathers information and develops tailored recommendations for prospective clients * Presents proposals professionally and reviews coverages in detail to ensure understanding * Communicates effectively with clients, prospects, insurance company partners, and the service team * Finalizes sales, coordinates deposits, and briefs the service team on policy details * Demonstrates a strong concern for accuracy, timeliness, and completion in all interactions * Maintains up-to-date knowledge of the insurance industry and underwriting criteria * Meets monthly new business goals and positively represents the firm in the community * Identifies opportunities for improvement within the firm and business processes * Collaborates with leadership to address any issues or discrepancies Education, Experience, Skills and Abilities Requirements: * If you're licensed in personal lines and ready to kick start your career or looking for a firm that offers amazing benefits, career opportunities and a fun and fast paced environment, then apply now. * Must have amazing customer service skills and enjoy helping people covering their homes, autos, golf carts and explaining personal umbrella coverages. * Self-starter with the ability to influence others through effective verbal and written presentation skills. * Intermediate to advanced knowledge of Microsoft Word and Excel. * Ability to learn appropriate insurance company and firm software systems. * Demonstrates the firm's core values, exuding behavior that is aligned with the corporate culture. Why work for The Baldwin Group? * Eligible for The Villages Charter School enrollment * 401k matching and benefits package * Adoption Assistance Program eligibility * Paid Parental Leave * Competitive PTO plan with 12 paid holidays #LI-KC1 IND1 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 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 Advisor, Private 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. Principal 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 and discrepancies to the attention of appropriate leadership. * Is expected to meet monthly new business goals. Education, Experience, Skills and Abilities Requirements: * Certification(s): None required; None preferred * License(s): Current State issued Property and Casualty Agent License, or General Lines Agent License. * Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions. * Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture * Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) * Ability to learn any other appropriate program or software system used by the firm as necessary Special Working Conditions: * Fast paced, multi-tasking environment. * Travel is required. Important Notice: * This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the firm. All requirements may be modified to reasonably accommodate physically or mentally challenged colleagues. #LI-JG1 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 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 Client Service Specialist 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 documents for presenting risks to market. Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents. Prepares and updates draft renewal proposals. Assists client service teams in the preparation of presentation materials. Analyzes and summarizes complex data and compiles reports with supervision. Records data into appropriate insurance company and firm software programs. Runs cancellation and expiration reports. Processes and completes endorsements and audits. Processes Notices of Cancellations. Requests Loss Runs. Quotes flood and builder's risks policies as requested by an Account Manager. Handles the renewing of bonds and flood policies. Completes special projects as assigned. Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership. KNOWLEDGE, SKILLS & ABILITIES: Strong analytical, research and problem-solving skills. High attention to detail. Strong verbal and written communications skills. Ability to multi-task and work effectively in a fast-paced team environment. Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Ability to learn any other appropriate program or software system used by the firm as necessary Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture EDUCATION & EXPERIENCE: 1 year of experience in the insurance industry required; 2+ years of experience in the insurance industry preferred Certification(s): None required; None preferred License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required. OTHER: Fast paced multi-tasking environment #LI-NS1 IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. 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 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 Client Experience Leader leads, mentors, coaches, hires, develops and evaluates a team of colleagues. They will ensure the delivery of world class service to all current and prospective clients. Responsible for identifying key performance measurables and metrics that ultimately contribute to the overall growth, profitability and innovation of the group. Will work to ensure that measures put into place are scalable and consistent across areas of business. PRIMARY RESPONSIBILITIES: In partnership with senior leadership, leads the execution of client segmentation strategy to ensure that overall business goals, profitability and retention goals are met in a conducive and collaborative environment. Lead execution of strategies to enhance the client experience Responsible for achieving and maintaining high client retention Ensure efficiency in workflows and operational execution Lead service team integration projects Manage insurance company partner relationships including team meetings, and coordinating training for important market updates Effectively coaches, mentors and manages and assists in the professional development of team colleagues to develop bench strength. Helps create an environment where open communication is encouraged, and morale is high. Possesses day-to-day oversight, direction and accountability of team colleagues. KNOWLEDGE, SKILLS & ABILITIES: Has a high level of technical insurance knowledge. Can manage his/her performance, adhering to established workflows and processes, along with that of team colleagues. Develops effective strategies and tactics and creates positive motivation for team colleagues to achieve vision. Is organized and possesses excellent verbal and written communication skills. Working knowledge of appropriate software. Excellent written and verbal communication skills. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Ability to learn any other appropriate program or software system used by the firm as necessary Must demonstrate core values, exuding behavior aligned with the firm's culture. EDUCATION & EXPERIENCE: Maintains all licenses as required by the State Department of Insurance to provide consultation and solutions in states where the firm functions. Minimum 5 years of related experience in a service industry and in a leadership capacity Experience with Agency Management System and/or other CRM-related software #LI-NS1 IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. 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 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 Client Relations Analyst works with advisors and line-of-business specialists to analyze client data, evaluate needs and help create effective risk management solutions designed to meet clients' financial goals. In addition, this individual assists advisors with service needs and makes modifications to accounts as necessary. Primary Responsibilities: * Prepares documents for presenting risks to market. * Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents. * Assists client service teams in the preparation of presentation materials. * Analyzes and summarizes complex data and compiles reports under supervision. * Records data into the appropriate insurance company and firm software programs. * Runs monthly cancellation and expiration reports. * Processes and completes endorsements and audits. * Completes special projects as assigned. * Looks for opportunities to improve the firm, business segment and processes. Knowledge, Skills & Abilities: * Strong analytical, research and problem-solving skills. * High attention to detail. * Strong verbal and written communications skills. Education & Experience * One to two years' experience in the insurance industry. * Current 4-40 License, as required by the State Department of Insurance, to effectively service clients. * Basic understanding of insurance coverages, preferred. * Moderate to advanced knowledge of Microsoft Office Suite and the ability to learn other appropriate insurance company and firm software systems. Why work for The Baldwin Group? * Eligible for The Villages Charter School enrollment * 401k matching and benefits package * Adoption Assistance Program eligibility * Paid Parental Leave * Competitive PTO plan with 12 paid holidays IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. #LI-RL1 IND1 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 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 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. Brings issues and discrepancies to the attention of appropriate leadership. * Is expected to meet monthly new business goals. EDUCATION AND EXPERIENCE REQUIREMENTS: * Certification(s): None required; None preferred * License(s): Maintains Life & Health Insurance License as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions. Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions. KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: * Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED: * Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) * Ability to learn any other appropriate program or software system used by the firm as necessary SPECIAL WORKING CONDITIONS: * Fast paced multi-tasking environment * Travel IMPORTANT NOTICE: * This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons. EEOC (STATEMENT): * BRP 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. 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 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. Are you ready to kickstart your career in the insurance industry or take your expertise to the next level? Look no further! We are thrilled to announce that we have exciting opportunities available for early-careers and seasoned advisors in one of our several Villages offices. With exclusive access to The Villages residents and a focus on personal lines, you'll have the chance to work closely with clients in a thriving community and make a real impact on their insurance needs. Here are the principal responsibilities of the role: * Gathers information and develops tailored recommendations for prospective clients * Presents proposals professionally and reviews coverages in detail to ensure understanding * Communicates effectively with clients, prospects, insurance company partners, and the service team * Finalizes sales, coordinates deposits, and briefs the service team on policy details * Demonstrates a strong concern for accuracy, timeliness, and completion in all interactions * Maintains up-to-date knowledge of the insurance industry and underwriting criteria * Meets monthly new business goals and positively represents the firm in the community * Identifies opportunities for improvement within the firm and business processes * Collaborates with leadership to address any issues or discrepancies By joining our team, you'll have the chance to work with exclusive access to The Villages residents, offering unique opportunities for personal and professional growth. We value teamwork, innovation, and a dedication to client service, making our firm an exciting place to advance your career. If you're passionate about insurance, community engagement, and continuous improvement, we want to hear from you! Education, Experience, Skills and Abilities Requirements: * If you're licensed in personal lines and ready to kick start your career or looking for a firm that offers amazing benefits, career opportunities and a fun and fast paced environment, then apply now. * Must have amazing customer service skills and enjoy helping people covering their homes, autos, golf carts and explaining personal umbrella coverages. * Self-starter with the ability to influence others through effective verbal and written presentation skills. * Intermediate to advanced knowledge of Microsoft Word and Excel. * Ability to learn appropriate insurance company and firm software systems. * Demonstrates the firm's core values, exuding behavior that is aligned with the corporate culture. Why work for The Baldwin Group? * Eligible for The Villages Charter School enrollment * 401k matching and benefits package * Adoption Assistance Program eligibility * Paid Parental Leave * Competitive PTO plan with 12 paid holidays #LI-KL1 IND1 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 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 Associate Client Manager serves as a technical resource for clients, advisors, Insurance Company Partners and prospects while providing prompt, efficient, high-quality service for designated accounts. PRIMARY RESPONSIBILITIES: Responsible for assisting in maintenance of appropriate client relationships through customer service so clients achieve their desired business outcomes via software and services. Responsible for risk identification and evaluation of client accounts, and escalating concerns to senior colleague. Responsible for the collaboration, communication, and execution of service to ensure service standards are met. Oversight of system data entry and processing. Responsible for client audits; recording minutes from Client Success meetings; tracking technology issues as they relate to Client Success; keeping Operations team apprised of migration and charge status including charge imports and exports, as well as any known or potential issues. Complete special projects as assigned. Continually seek opportunities to improve the firm, business segment and processes. Bring issues and discrepancies to appropriate leadership. Maintain a concern for timeliness and completeness when interacting with clients to minimize potential for errors. Assist colleagues as requested. KNOWLEDGE, SKILLS & ABILITIES: Demonstrates effective presentation skills through verbal and written communications. Exhibits excellent client service and problem-solving skills. Can comfortably work in a team environment. Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and the ability to learn any other appropriate insurance company and firm software programs. EDUCATION & EXPERIENCE: A Bachelor's degree is preferred. At least 2-5 years' relevant experience. Current P&C license as required by the State Department of Insurance to effectively service clients or be willing and able to obtain all required licenses Demonstrates the organization's core values, exuding behavior that is aligned with corporate culture. #LI-NS1 IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. 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.