The Sr Client Relations Team Specialist serves as a resource to clients and personally provides prompt, efficient and high-quality service. PRIMARY RESPONSIBILITIES: Respond to incoming client service requests for mid to large accounts Process endorsements Issues new business Answer client questions regarding coverage Remarkets accounts as needed KNOWLEDGE, SKILLS & ABILITIES: Intermediate knowledge of Microsoft Word and Excel. Ability to learn appropriate insurance company and firm software programs, including but not limited to Epic and PowerPoint. Capable of typing a minimum of 55 words per minute. Excellent written and verbal communication skills. Takes initiative to contribute as a proactive and determined professional. Uses accuracy and thoroughness while completing job responsibilities. Demonstrates the firm’s behavioral tenets, exuding behavior that is aligned with the corporate culture. EDUCATION & EXPERIENCE: Current State Insurance...

The Baldwin Group, a nationwide Registered Investment Advisor, is seeking a Senior Advisor to join our Financial Services team. As a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin’s integrated advice platform. You’ll collaborate across practices to protect assets, optimize incomes, and help clients achieve long‑term financial outcomes. PRIMARY RESPONSIBILITIES: Gathers information on employer-sponsored retirement plans and develops tailored recommendations for prospective plan sponsor clients; presents proposals in a professional manner by reviewing plan design, investment menus, fees, and services in detail to ensure understanding. Communicates with clients, prospects, recordkeepers, TPAs, insurance company partners, and internal service teams in an articulate and effective manner to advance retirement plan opportunities and strengthen relationships. Finalizes...

Why MSI? We thrive on solving challenges. As a leading MGA, MSI combines deep underwriting expertise with insurer and reinsurer risk capacity to create specialized insurance solutions that empower distribution partners to meet customers’ unique needs.  We have a passion for crafting solutions for the important risks facing individuals and businesses. We offer an expanding suite of products – from fully-digital embedded renters coverage to high-value homeowners insurance to sophisticated commercial coverages, such as cyber liability and habitational property – delivered through agents, brokers, wholesalers and other brand partners. Our partners and customers count on us to deliver exceptional service through a dedicated team that makes rapid resolutions a priority. We simplify the insurance experience through our advanced technology platform that supports every phase of the policy lifecycle.  Bring on your challenges and let us show you how we...

Who we are: The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. Position Summary:   What is   an   Insurance   Advisor ?     Insurance   Advisor is the title we use here in our Charlotte Sales and Technology hub . We are licensed Insurance Agents .   Under close supervision,...

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 mission is to be an integral part of the team and partner with sales and service colleagues to deliver a high level of service to our clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain...

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...

The Customer Service Representative I will handle customer calls, emails, and payments, make policy changes, and endorsements that do not require a license. Good communication and attention to detail are necessary. PRIMARY RESPONSIBILITIES: Takes general incoming calls and places outbound calls as necessary. Processes and replies to Customer Service emails as part of daily duties. Takes payments for policies. Makes changes and endorsements to policies that would not require a license. KNOWLEDGE, SKILLS & ABILITIES: Must obtain Property & Casualty Insurance License within 100 days EDUCATION & EXPERIENCE: 2 years of Customer Service experience and/or 1 year of Call Center experience High School/GED 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...

The Customer Service Representative I will handle customer calls, emails, and payments, make policy changes, and endorsements that do not require a license. Good communication and attention to detail are necessary. PRIMARY RESPONSIBILITIES: Takes general incoming calls and places outbound calls as necessary. Processes and replies to Customer Service emails as part of daily duties. Takes payments for policies. Makes changes and endorsements to policies that would not require a license. KNOWLEDGE, SKILLS & ABILITIES: Must obtain Property & Casualty Insurance License within 100 days EDUCATION & EXPERIENCE: 2 years of Customer Service experience and/or 1 year of Call Center experience High School/GED 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...

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.  Job Description Summary:  Seeking driven, self-motivated, energetic talent to join our team! If you are considering a career move, or already a licensed agent seeking change, then look no further! With ACA Open Enrollment rapidly approaching now is the time to elevate your career with an opportunity that is not only rewarding, but lucrative.  32...

Who We Are   The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.   Position Summary: Insurance Advisor (Charlotte Sales & Tech Hub)   Let’s clear something up— Insurance Advisor  is our internal title, but yes, we’re talking about  licensed Insurance Agents . This role is...

Who we are: The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. Position Summary:   What is   an   Insurance   Advisor ?     Insurance   Advisor is the title we use here in our Charlotte Sales and Technology hub . We are licensed Insurance Agents .   Under close supervision,...

Who We Are   The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.   Position Summary: Insurance Advisor (Charlotte Sales & Tech Hub)   Let’s clear something up— Insurance Advisor  is our internal title, but yes, we’re talking about  licensed Insurance Agents . This role is...

Who We Are   The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.   Position Summary: Insurance Advisor (Charlotte Sales & Tech Hub)   Let’s clear something up— Insurance Advisor  is our internal title, but yes, we’re talking about  licensed Insurance Agents . This role is...

Who We Are   The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.   Position Summary: Insurance Advisor (Charlotte Sales & Tech Hub)   Let’s clear something up— Insurance Advisor  is our internal title, but yes, we’re talking about  licensed Insurance Agents . This role is...

Who we are: The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. Position Summary:   What is   an   Insurance   Advisor ?     Insurance   Advisor is the title we use here in our Charlotte Sales and Technology hub . We are licensed Insurance Agents .   Under close supervision,...

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...

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...

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...

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...

Who we are: The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. Position Summary:   What is   an   Insurance   Advisor ?     Insurance   Advisor is the title we use here in our Charlotte Sales and Technology hub . We are licensed Insurance Agents .   Under close supervision,...