The Baldwin Group is a comprehensive risk management, insurance, employee benefits, and wealth management advisor. The firm provides tailored solutions for businesses and individuals, helping clients navigate the complex landscape of insurance and financial protection. With expertise in business insurance, personal insurance, and employee benefits, The Baldwin Group aims to streamline solutions, adapt strategies to changing needs, and mitigate unique industry-specific challenges. Additionally, the company offers private client services and wealth management, further showcasing their dedication to protecting what matters to clients. As an official insurance broker for the Tampa Bay Buccaneers, The Baldwin Group has a strong presence in the insurance industry.
Commercial Risk Management β’ Private Risk Management β’ Personal Insurance β’ Employee Benefits β’ Asset and Income Protection
April 10
The Baldwin Group is a comprehensive risk management, insurance, employee benefits, and wealth management advisor. The firm provides tailored solutions for businesses and individuals, helping clients navigate the complex landscape of insurance and financial protection. With expertise in business insurance, personal insurance, and employee benefits, The Baldwin Group aims to streamline solutions, adapt strategies to changing needs, and mitigate unique industry-specific challenges. Additionally, the company offers private client services and wealth management, further showcasing their dedication to protecting what matters to clients. As an official insurance broker for the Tampa Bay Buccaneers, The Baldwin Group has a strong presence in the insurance industry.
Commercial Risk Management β’ Private Risk Management β’ Personal Insurance β’ Employee Benefits β’ Asset and Income Protection
β’ Maintain client files accurately and consistently β’ Compose professional business correspondence β’ Perform accounting/math related functions β’ Monitor claims and communicate information β’ Provide guidance and assistance to insureds β’ Attend client meetings when requested β’ Manage day-to-day activities of client accounts β’ Counsel and advise clients on coverage β’ Actively seek referrals from current client base β’ Cultivate relationships with insurance company partners β’ Bring issues to leadership's attention
β’ Obtain and maintain state insurance license(s) β’ 3+ years of experience in Commercial Account Manager role
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