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. This position is responsible for the underwriting, rating, binding, and servicing of all accounts as assigned to them in a prompt, courteous, and professional manner. This position handles the most complex and highest value clients, policies and quotes and works with Underwriting Leadership and gives input on Underwriting guidelines. This position works as mentor and assists underwriters with any escalated question, provides the necessary support to the overall production and objectives of the department. PRIMARY RESPONSIBILITIES: Underwrite accounts to ensure compliance with guidelines, consult with leader on any "outside the box" risk for direction Quote accounts and present timely proposals to brokers. Review bind requests and documents received from borkers and request policies issuance as requested by broker, markets accounts when necessary Work with Leadership on any updates or efficiencies to processes that would benefit department Process legal notice of non-renewal or cancellations Monitor and work to adhere to established due dates or deadlines for quotes, completion of support team tasks Maintain up to date on department and carrier's procedures Maintain up to date on applicable Underwriting Guidelines, including underwriting and rating changes Refer accounts to carriers when appropriate Respond to inquiries and communication in a professional and timely manner, maintain positive relationships with external partners Document all communication in the Agency Management System KNOWLEDGE, SKILLS & ABILITIES: Knowledge of funding mechanisms: fully insured and self-insured Organizational skills and time management Mathematic ability Effective communications skills both written and verbal for interface with Clients and co-workers Ability to work in a team environment Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Ability to learn any other appropriate program or software system used by the firm as necessary EDUCATION & EXPERIENCE: Education: Bachelor’s degree required; Bachelor’s degree preferred Experience (years and type of experience): 5 years’ experience with a carrier required; 5-7 years’ experience with a medical carrier preferred ASA Designation preferred IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. Open to hybrid candidates local to Dallas, Houston, or remote candidates in the state of Texas. #LI-SB1 IND1 Click here for some insight into our culture! 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 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country. At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible. The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

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