The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.
The Senior Underwriting Specialist plays a vital role in bringing our mission to life by transforming complex insurance processes into a seamless, transparent, and highly personalized client experience.
As a trusted partner to both advisors and clients, this individual leads the life insurance and Asset & Income Protection (A&IP) process from initial strategy through policy placement and ongoing service. This role requires a strong balance of technical expertise, relationship management, and proactive communication— ensuring every client interaction reflects clarity, confidence, and care.
PRIMARY RESPONSIBILITIES
Deliver a Confident Client Experience
Serve as the primary liaison between clients, advisors, and insurance partners, guiding all parties through the underwriting journey with clarity and confidence.
Translate complex underwriting requirements into straightforward, easy-to-understand next steps for clients.
Provide proactive, consistent communication to ensure clients always feel informed, supported, and confident in the process.
Deliver a high-touch, “white-glove” service experience aligned with our commitment to protecting what matters most.
Lead the Underwriting Process
Manage the full lifecycle of life insurance cases—frominitialillustration through policy placement and post-issue servicing.
Develop customized insurance solutions and carrier strategies aligned to each client’s unique needs and long-term goals.
Initiate and coordinate applications with brokerage general agency (BGA), ensuring efficient case progression.
Oversee medical requirements, underwriting follow-ups, and requirement fulfillment to drivetimelyoutcomes.
Drive Operational Excellence
Maintainaccurate, complete, and compliant documentation within CRM systems (e.g., Redtail).
Proactivelyidentifyand resolve service needs, including policy changes, beneficiary updates, billing adjustments, and conversions.
Ensureevery detail of the process is handled with precision, organization, and accountability.
KNOWLEDGE, SKILLS & ABILITIES:
Client-First Mindset:Passion for delivering personalized, solutions-oriented service that builds trust and long-term relationships.
Clarity & Communication:Ability to simplify complex concepts and communicate with confidence and professionalism.
Ownership & Accountability:Takes initiative and drives results with a strong senseof responsibility.
Analytical Thinking:Evaluates options and risks to deliver thoughtful, customized recommendations.
Relationship Building:Creates strong partnerships with advisors, clients, and external partners.
Execution & Organization:Manages multiple priorities with precision in a fast-paced environment.
Adaptability:Thrives in a dynamic, growth-oriented culture and embraces change.
EDUCATION & EXPERIENCE:
Minimum of 3 years of experience in life insurance, long term care, individualdisabilityand underwriting.
Life insurance licensed preferred
Strong working knowledge of underwriting processes, product structures, and carrier selection strategies.
Experience supporting advisors with case design, illustrations, and solution recommendations.
Proficiencyin Microsoft Office and CRM platforms.
Work Environment
Collaborative, high-performing team culture
Fast-paced, client-focused environment
Opportunities for professional growth and development
Occasional travel may berequired
Important Notice:
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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than three million clients across the country and worldwide.
In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients.
At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we protect the possible.
