Operations Analyst

🔥 24 minutes ago

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The Baldwin Group

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

💰 $170M Post IPO debt on 2023-10

Finance • B2B

The Baldwin Group is a national advisory firm specializing in risk management and insurance brokerage, offering comprehensive solutions for businesses and individuals. It provides commercial insurance, employee benefits, retirement consulting, private risk and wealth management services, plus specialty offerings like reinsurance and MGAs, tailoring strategies to protect assets and support growth. The firm emphasizes collaboration, market insights, and customized plans for companies across industries as well as high-net-worth individuals.

📋 Description

• Manage and reconcile Ascend identifiers within our accounting partner system to ensure accurate, up-to-date records in the customer relationship manager platform (CRM) • Perform regular data audits between systems to identify and resolve discrepancies • Create and manage colleague profiles in insurance platforms • Coordinate offboarding access removal when applicable in collaboration with HR and the Operations team • Co-facilitate core tools training sessions alongside the operations lead • Lead content export projects and ongoing maintenance of training modules in Learning Management System (LMS)

🎯 Requirements

• 1–3 years of experience in operations, administration, or a similar role • Strong attention to detail and data management, especially when working with data across multiple systems • Comfortable learning new software platforms quickly and in a fast-paced environment • Highly organized with the ability to manage multiple recurring tasks simultaneously • A self-starter who takes initiative to identify problems and figure out practical solutions

🏖️ Benefits

• You’ll work closely with our operations leads to keep our platforms and systems accurate • Ensure timely and accurate setup of all system access for incoming colleagues • Assist with new colleague onboarding logistics, including schedule creation and onboarding calendar management • Serves as an internal point of contact for platform access and account-related questions • Support the ops team with ad hoc projects and administrative tasks as needed