The Baldwin Group Benefits Overview

Manages complex commercial insurance accounts by coordinating brokerage and service teams, overseeing renewal timelines, analyzing claims and financial data, preparing submissions and client presentations, evaluating quotes, supporting prospect meetings, identifying expansion opportunities, and ensuring accurate policy implementation and documentation. The role requires substantial large-account insurance experience, a state-specific license, strong communication skills, and approximately 20% travel.

Entry-level insurance account coordinator supporting special situations accounts, renewals, client service, carrier communications, policy processing, quotes, binders, invoices, compliance filings, and presentations. Maintains client and deal records in Salesforce and EPIC, coordinates submissions and placements, reviews policy accuracy, follows up on premiums and documentation, and assists account executives with managing and growing the book of business.

Eight-week paid summer internship for rising college seniors interested in insurance and risk management. Interns gain exposure to financial lines, professional and cyber insurance, risk analysis, data analysis, client projects, networking, and sales presentations. Placement depends on interests, with opportunities to develop business acumen and insurance industry knowledge.