
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.
🔥 14 hours ago
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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.
• Coordinate with National Compliance Team members throughout the country on large-scale projects and day-to-day workflow • Mentor and guide junior compliance team members on project management, drafting, research, public speaking and professional development • Plan, draft and deliver timely, legally relevant client deliverables, including regulatory summaries, statutory interpretations, compliance alerts, presentations and educational materials • Manage the firm's compliance-related activities for the West region of the United States • Support sales and growth in the West region by partnering with client experience teams and advisors • Participate in sales initiatives, prospect meetings, educational sessions and trainings • Serve as a subject matter resource on California-specific employee benefits compliance matters • Provide practical compliance guidance and education to West region colleagues, clients and prospects • Review, digest and translate regulatory and legal developments into practical, actionable guidance
• Graduate/Advanced Degree (Master, JD, Ph.D., etc.) required • Minimum of 10 years of relevant health and welfare employee benefits compliance experience required • Significant experience advising on California-specific health and welfare compliance requirements strongly preferred • Juris Doctor strongly preferred • Knowledge of federal and state regulatory agencies, Congress and the executive branch, and legislative and regulatory rulemaking authority • Expertise in health and welfare employee benefit-related laws, regulations, statutes and ordinances • Knowledge and experience with California state and local laws and regulations impacting employer-sponsored health and welfare benefit programs • Knowledge of the San Francisco Health Care Security Ordinance (SFHCSO), Cal-COBRA, California disability and paid family leave requirements, applicable state and local leave requirements, and other California-specific mandates • Ability to review, draft, edit and explain complex legal rulemaking and litigation matters • Leadership and project management capabilities • Ability to manage competing priorities and deadlines • Proficiency creating forms, documents, alerts, checklists, presentations and graphical interpretations using software applications, including Microsoft Office • Ability to manage high-volume client-facing correspondence and deliverables across email, print, virtual and live training formats • Understanding of client service and prospecting processes • Ability to support sales, finalist presentations, prospect meetings, client education and client relationship activities
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