Associate Client Manager, Individual Insurance - The Baldwin Group Financial Services
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About this role
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—from initial illustration 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 drive timely outcomes.
Drive Operational Excellence
Maintain accurate, complete, and compliant documentation within CRM systems (e.g., Redtail).
Proactively identify and resolve service needs, including policy changes, beneficiary updates, billing adjustments, and conversions.
Ensure every 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 sense of 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, individual disability and 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.
Proficiency in 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 be 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 modified to reasonably accommodate physically or mentally challenged colleagues.
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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.
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