Sr. Product Specialist, Employee Benefits-Insurance Advisory Solutions

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 Quality Assurance Team Lead, Employee Benefits supports the business segment by leading the refinement, documentation, communication, and training of workflows for all roles, including new hires and partnered firms. They also lead quality assurance efforts to ensure data integrity, adherence to standards, reporting of trends and developing and delivering training to address concerns uncovered. The role requires a high level of expertise with systems, processes, and effective training techniques along with a heightened awareness of the Azimuth and ability to live the Azimuth by example.

POSITION SUMMARY:

• The Quality Assurance Team Lead, Employee Benefits supports the business segment by leading the refinement, documentation, communication, and training of workflows for all roles, including new hires and partnered firms. They also lead quality assurance efforts to ensure data integrity, adherence to standards, reporting of trends and developing and delivering training to address concerns uncovered. The role requires a high level of expertise with systems, processes, and effective training techniques along with a heightened awareness of the Azimuth and ability to live the Azimuth by example.

PRIMARY RESPONSIBILITIES:

• Leads Quality Assurance efforts including the refinement, documentation, communication, and training of workflows and the development of auditing protocols
• Collaborates closely with other business segments and accounting / finance teams to investigate and resolve broader compliance issues share best practices wherever possible 
• Participates and supports in new partnership integrations and system conversions
• Works with Management System contacts or IT to be aware of upcoming enhancements in systems to best prepare training and the distribution of updates to colleagues.
• Maintains updated knowledge of software and systems (Attending conferences or participates with users’ groups, etc.)
• Stay on the vanguard of Quality Assurance by constantly reviewing vendor / software options for furthering QA reviews, workflow tracking or training.
• Work closely with Client Experience leadership to explore centralization of certain processes and the execution of those workstreams for increased efficiency and accuracy.
• Create repeatable training on EPIC workflows and other support applications (CSR24, Nuance, etc.) collaborating with Learning & Development to deliver scalable solutions.
• Assist with system customization and downloadable documents to improve accuracy and efficiency (i.e. proposals, exposure updates, coverage summaries, custom forms, etc.)
• Maintains a strong understanding of workflows (how) and procedures (what & why) to develop our teams and carry our culture.
• Provides direction and guidance to leadership around identified strengths or deficiencies along with the actions taken to reward, affirm, address, or correct them.
• Conducts ad hoc investigations and participates in ad hoc projects for leadership.
• Develops and maintains reports either directly or collaborating with our reporting team providing insight to leadership.

EDUCATION AND EXPERIENCE REQUIREMENTS:

• Experience (years and type of experience): 10 years’ experience in property and casualty coverages required; 10+ years’ experience in property and casualty coverages preferred
• Certification(s): None required; None preferred
• License(s): None required; None preferred

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

• Has a high level of technical insurance knowledge, is organized, and possesses excellent verbal and written communication skills.
• Strong work ethic, learning skills and ability to drive projects to completion.
• Strong ability to connect and engage with new and partnered colleagues.
• Manage and drive multiple work-streams simultaneously to successful completion.
• Highly motivated and detail oriented with the ability to work independently.
• Ability to interpret data and processes to identify potential issues, deficiencies, and vulnerabilities.
• Strong ability to propose creative solutions to successfully remediate identified issues.
• Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture

TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:

• 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

OTHER REQUIREMENTS:

• None

SPECIAL WORKING CONDITIONS:

• Fast paced multi-tasking environment
• Some travel required

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 accommodations to applicants and colleagues who need them for medical or religious reasons.

EEOC (STATEMENT):

• BRP 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.

#LI-NS1

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.