
1001 - 5000 employees
💼 Consulting
🏥 Healthcare
⚖️ Legal
💰 $170M Post IPO debt on 2023-10
Consulting • Healthcare • Legal
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.
🕒 3 days ago
Where this job comes from
Posted on The Baldwin Group's careers page, not through a job board
First seen by Remote Rocketship 3 days ago
Still open on The Baldwin Group's site. Checked 3 days ago.

1001 - 5000 employees
💼 Consulting
🏥 Healthcare
⚖️ Legal
💰 $170M Post IPO debt on 2023-10
Consulting • Healthcare • Legal
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.
• Serve as the primary administrator and support resource for Epic and Brokerage Builder • Provide day-to-day application support, troubleshooting, and issue resolution for business users • Maintain system configuration, data integrity, and overall platform performance • Develop and distribute reports, dashboards, and data analysis using agency systems and Microsoft Excel • Identify opportunities for process improvement, automation, and operational efficiencies • Leverage AI and cloud-based tools to enhance reporting and workflow processes • Support technology-related projects, including acquisitions, office integrations, and system implementations • Coordinate user access, licensing, and system audits • Create and maintain documentation for system processes, procedures, and enhancements • Collaborate with business stakeholders to gather requirements and implement solutions • Provide occasional after-hours support for system implementations and critical business initiatives
• 3+ years of experience supporting insurance agency management systems or similar business applications • Experience with Epic, Brokerage Builder (Zywave), or comparable insurance platforms strongly preferred • Insurance industry experience required • Benefits industry experience strongly preferred; Commercial Lines and Personal Lines backgrounds will also be considered • Experience working within an insurance brokerage, agency, or consulting environment preferred • Basic SQL knowledge is a plus but not required • Strong understanding of agency management systems, reporting tools, and business process workflows • Advanced Microsoft Excel skills, including creating and maintaining reports, analyzing data, and managing large datasets • Proficiency in Microsoft Office Suite, including Excel, Word, PowerPoint, Outlook, and Teams • Ability to troubleshoot system issues, identify root causes, and implement solutions • Experience with SQL, reporting tools, or data analysis platforms is beneficial • Familiarity with AI-powered productivity tools and automation solutions is a plus • Cloud platform experience and ability to develop or maintain automated workflows are desirable • Strong analytical, organizational, and problem-solving skills • Ability to communicate effectively with technical and non-technical stakeholders
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