The Baldwin Group

Product Manager

• Own the Baldwin Group's Corporate Systems product spanning Marketing, Compliance & Legal, HR, and Finance
• Execute the product vision and strategy in alignment with the company's mission, Long Term Plan, and Growth Services transformation priorities
• Implement data-driven decision making using enterprise metrics across four sub-streams
• Translate the agendas of the CMO, General Counsel/Compliance, CHRO, and CFO into one prioritized, coherent roadmap
• Interface with corporate function leaders and teams to gather requirements and feedback
• Coach Product Owners or analysts assigned to individual sub-streams
• Collaborate with platform teams to balance feature development and adoption goals
• Lead validation of AI-enabled workflows through structured pilots
• Evaluate AI-assisted capabilities for production deployment, including Tier classification and Agent Registry compliance
• Conduct structured stakeholder interviews and analyze qualitative and quantitative data
• Conduct pilot programs before full rollout
• Develop and maintain a unified FOUNDATION → NOW → NEXT product roadmap
• Align internal roadmaps with SaaS roadmaps
• Foster innovation and continuous improvement across historically siloed functions
• Serve as connective tissue between executive stakeholders and shared platform teams
• Coordinate Corporate Systems changes built on shared infrastructure
• Provide regular updates on progress, trade-offs, product strategy, and roadmap sequencing
• Define product and feature needs in Jira cards
• Own and drive KPIs across Marketing, HR, Finance, and Legal
• Use stakeholder feedback and analytics to iterate and improve the product

Senior Product Manager, Corporate Systems

Consultant

• Serve as the primary workers' compensation claims consultant for a designated book of business
• Advocate on behalf of clients with carriers, TPAs, defense counsel, and medical management vendors to drive favorable claim outcomes
• Conduct claim file reviews and identify opportunities to reduce claim duration, improve reserve accuracy, and control total cost of risk
• Monitor large-loss, catastrophic, and complex workers' compensation claims
• Participate in claim strategy meetings and provide recommendations regarding return-to-work initiatives, litigation management, settlement opportunities, and claim resolution
• Develop strong relationships with clients and become a trusted advisor on workers' compensation claim trends and best practices
• Lead client claim review meetings and stewardship presentations
• Interpret claims data and prepare executive-level reports and recommendations
• Support client retention and growth initiatives through exceptional service and thought leadership
• Collaborate with producers, account executives, and service teams to support new business and existing client opportunities
• Analyze loss trends, reserve practices, and claim outcomes
• Identify emerging claim trends and risk exposures impacting client programs
• Partner with loss control and identify claim management strategies designed to reduce costs and improve program performance
• Maintain a current understanding of workers' compensation laws, regulations, and industry trends
• Provide technical guidance and mentoring to junior claims consultants and service team members
• Stay informed regarding carrier claim practices, medical cost containment initiatives, and claim management best practices

Senior Claims Consultant – IAS

Communications

• Collaborate with Enterprise Communications, IAS Marketing, and Operating Group leaders to develop and execute internal communication strategies
• Develop and execute multi-channel communication plans supporting organizational priorities and employee engagement
• Support organizational change initiatives through internal communications and select external marketing efforts
• Write, edit, and proof executive communications, town hall presentations, intranet content, email campaigns, sales initiatives, event communications, and leadership announcements
• Develop content for webinars, podcasts, newsletters, training programs, cross-sell updates, and other business communications
• Create, administer, and analyze colleague surveys
• Plan, execute, and measure email, newsletter, town hall, webinar, intranet, and multi-channel communication initiatives
• Support communications plans across Sales, Client Experience, and Marketing teams
• Develop communication reporting and analysis and recommend improvements
• Coordinate communication platforms, campaigns, adoption efforts, and performance tracking
• Build, test, and distribute communications through Salesforce Marketing Cloud, intranet platforms, and other technologies
• Coordinate regional newsletters and manage templates and distribution
• Support virtual and in-person events, including webinar hosting and logistics
• Maintain Communications team project schedules, workflows, and priorities
• Manage concurrent projects, timelines, deliverables, and stakeholder expectations
• Provide updates and reporting on communication activities, milestones, and outcomes
• Draft and finalize sensitive compensation, operations, and organizational change communications with Communications, Human Resources, Legal, and business leaders

Communications Specialist

Client Partner

• Maintain accurate client files and documentation in the Agency Management System
• Compose professional business correspondence via letter, email, and other means
• Perform accounting and math functions including invoicing and premium allocation
• Monitor claims, communicate claims information, and maintain up-to-date claims records
• Collaborate with Advisors, Directors Risk Management, Client Service Specialists, agency personnel, clients, and insurance companies
• Attend client meetings when requested
• Assist co-workers with client inquiries and processing work
• Manage day-to-day client account activities, including policy review, changes, contract review, certificate processing, renewal documents, marketing, negotiating insurance programs, surplus lines filing, lease review, and financial statement review
• Respond to client inquiries by telephone and email and follow up for timely service
• Counsel clients on coverage and exposure and recommend and place additional coverage
• Generate new business through client referrals, prospect databases, and automation systems
• Maintain relationships with insurance carrier partners and understand carrier requirements
• Identify opportunities to improve the firm, business segment, and processes; escalate issues to leadership

Client Manager, Commercial Risk

Insurance

• Manage company-provided leads and identify cross-sell and upsell opportunities
• Generate referrals and cultivate long-term client relationships through centers of influence and referral partnerships
• Present insurance proposals and review coverages to ensure client understanding
• Communicate with clients, prospects, insurance company partners, and internal service teams via phone, email, and virtual meetings
• Finalize sales by collecting documentation, applications, and signatures and transitioning clients to the service team
• Identify client needs, overcome objections, and provide tailored insurance solutions
• Maintain follow-up discipline and pipeline management to maximize conversion and retention
• Prepare recommendations and coverage solutions while following agency policies and carrier underwriting guidelines
• Maintain accuracy, organization, and attention to detail to minimize errors and omissions exposure
• Maintain current knowledge of insurance products, industry trends, and underwriting guidelines
• Represent the firm professionally in the community and in client and carrier interactions
• Identify workflow and process improvements and contribute positively to team culture
• Meet or exceed monthly new business production goals
• Perform additional duties as assigned by leadership

Insurance Advisor – Personal Lines

Account Executive

• Assist CAC producers and account executives on new and renewal business for eligible Professional & Cyber Solutions practice clients and prospects
• Manage internal sales, marketing, and account service processes for a dedicated book of business
• Take primary responsibility for client service for a dedicated book of business within PCS
• Retain and grow the book of business by achieving new business and retention goals
• Review existing program policies and coverage for current clients
• Build layered insurance programs
• Build and maintain relationships with key client contacts and carrier representatives
• Attend seminars, classes, and carrier meetings to stay informed about products, procedures, and market trends
• Assist with renewal meetings and present results to established client contacts
• Coordinate with Cybeta to prepare cyber threat intelligence and limit recommendation analysis
• Participate in and lead client meetings when necessary
• Participate in prospect presentation meetings as needed
• Prepare new business and renewal submissions, process submissions to the insurance market, and oversee implementation
• Analyze quotes and prepare comparisons of quotes received
• Assist in data analysis to determine program structure options
• Review insurance company documents for accuracy and submit corrections for revision
• Understand complex financial analysis and claims data
• Conduct vendor contract reviews and provide guidance on insurance requirements
• Assist in supervising support staff and managing workflow
• Perform other duties as assigned

VP, Account Executive – Professional & Cyber Solutions

Video Editor

• Lead, mentor, and develop a team of video editors and motion graphics professionals
• Assign projects, manage workloads, and establish production priorities
• Conduct performance reviews, provide coaching, and support career growth
• Exercise hiring and separation authority in partnership with Human Resources
• Oversee concept development, pre-production, production, post-production, and final delivery
• Provide creative direction for storytelling, cinematography, editing, motion graphics, and production quality
• Supervise on-location and studio productions, coordinating logistics, crew, and equipment
• Collaborate with Marketing, Communications, and business leaders on creative strategies and content plans
• Manage production schedules, timelines, budgets, vendors, freelance resources, and equipment needs
• Manage equipment, studio resources, software licenses, workflows, and asset management systems
• Oversee media storage, file organization, backups, and archiving
• Evaluate and implement new production technologies, editing techniques, and AI-powered tools