Full-Time
Licensed Insurance Customer Service
Personal Lines
Posted on 9/3/2025
Baldwin Group
1,001-5,000 employees
Tailored insurance and risk management solutions
No salary listed
Charlotte, NC, USA
In Person
 Customer Experience & Support (2) |
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- Strong analytical, research and problem-solving skills.
- High attention to detail.
- Strong verbal and written communications skills.
- One to two years’ experience in the insurance industry.
- Current Property and Casualty License, as required by the State Department of Insurance, to effectively service clients.
- Moderate to advanced knowledge of Microsoft Office Suite and the ability to learn other appropriate insurance company and firm software systems.
- Prepares documents for presenting risks to market.
- Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents.
- Assists client service teams in the preparation of presentation materials.
- Analyzes and summarizes complex data and compiles reports under supervision.
- Records data into the appropriate insurance company and firm software programs.
- Runs monthly cancellation and expiration reports.
- Processes and completes endorsements and audits.
- Completes special projects as assigned.
- Looks for opportunities to improve the firm, business segment and processes.
- Call center experience preferred.
- Basic understanding of insurance coverages, preferred.
Baldwin Group provides insurance and risk-management services for individuals, families, and businesses. Its offerings include digital renters coverage, high-value homeowners insurance, and commercial protections such as cyber liability and habitational property, delivered through agents, brokers, wholesalers, and brand partners with technology that supports fast resolutions. It differentiates itself by offering both consumer and commercial insurance under one umbrella and by running Juniper Re, a specialist reinsurance broker platform launched in 2023 to provide capital and risk solutions. Its goal is to simplify complexity in risk management and protect clients, while supporting growth and continuous learning.
Company Size
1,001-5,000
Company Stage
Post IPO Equity
Headquarters
Tampa, Florida
Founded
2011
Simplify's Take
What believers are saying
- CAC merger boosts specialty lines in cyber, financials, adding $470M EBITDA in 2026.
- Obie acquisition drives 2,100% revenue growth since 2021 in habitational property.
- Fairway partnership expands embedded insurance in mortgage channel.
What critics are saying
- Q1 2026 operating loss of $101M from CAC integration and debt burdens Baldwin.
- Acrisure lawsuit filed in 2024 disrupts brokerage operations and client retention.
- Arthur J. Gallagher outpaces Baldwin via aggressive M&A, stealing middle-market talent.
What makes Baldwin Group unique
- Baldwin merges with CAC Group in January 2026, creating largest colleague-owned public broker.
- Acquires Obie for embedded digital insurance in real estate investor market.
- Launches Juniper Re in 2023 for innovative reinsurance capital solutions.
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Benefits
Health Insurance
Dental Insurance
Health Savings Account/Flexible Spending Account
Unlimited Paid Time Off
Company News
Baldwin Insurance Group stock soars 25% on strong Q4 earnings beat, $250 million buyback and upbeat outlook. Published 03/01/26 AT 12:40 AM AEDT Shares of The Baldwin Insurance Group, Inc. (NASDAQ: BWIN) surged more than 25% on February 27, 2026, closing at $23.23 after the insurance distribution company reported fourth-quarter 2025 results that exceeded analyst expectations on adjusted earnings and provided confident guidance for the year ahead, including a new $250 million share repurchase authorization. The rally, one of the stock's strongest single-day moves in recent history, came on elevated volume of over 3.1 million shares - more than double the average - as investors cheered improved profitability metrics, strategic partnerships and management's response to industry headwinds like AI-driven disruption in insurance distribution. The stock opened at $20.17, hit an intraday high of $23.51 and traded well above its previous close of $18.49, recovering ground after earlier 2026 weakness that saw it dip near $16. For the quarter ended December 31, 2025, Baldwin reported revenue of $347.3 million, up from the prior year but slightly below some Street estimates around $350 million. Adjusted earnings per share came in at $0.31, topping consensus forecasts of $0.29 and reflecting a 15% year-over-year increase. Adjusted EBITDA reached $69.65 million, narrowly beating expectations of $69.23 million. Full-year 2025 results showed continued scale, with trailing twelve-month revenue approaching $1.5 billion and a net loss narrowing to $33.8 million, or $0.50 per basic share. Management highlighted operational leverage in its Insurance Advisory Solutions (IAS), Underwriting, Capacity & Technology Solutions (UCTS) and Mainstreet Insurance Solutions (MIS) segments, with strong contributions from recent acquisitions like Cobbs Allen and synergies from the CAC Group merger. CEO Trevor Baldwin addressed recent market volatility during the earnings call, noting AI-powered insurance applications had pressured broker stocks but emphasizing Baldwin's moat in embedded distribution and personalized advisory services. "We are accelerating AI integration to enhance our platform while maintaining human-centric expertise," he said. The company outlined a 2026 revenue target near $2 billion, implying robust double-digit growth, and expects adjusted EBITDA margin expansion through efficiency and scale. The board approved a $250 million share repurchase program, signaling confidence in undervaluation and cash flow generation. Baldwin also announced a strategic partnership with Fairway Independent Mortgage Corporation to launch Fairway Home Insurance Agency, expanding embedded insurance opportunities in the mortgage channel. Analysts reacted positively. Raymond James upgraded the stock to Strong Buy from Outperform, raising its price target to $30 from $20. TD Cowen initiated coverage with a Buy rating, while Barclays and others maintained overweight or buy views. Consensus targets cluster around $31, suggesting 30-35% upside from recent levels despite mixed opinions, including Wells Fargo's more cautious equal-weight stance with a $21 target. The stock has traded in a 52-week range of $15.88 to $47.15, reflecting volatility from acquisition integration, margin pressures and sector concerns over AI disruption. Year-to-date in 2026, shares had been down before the post-earnings surge, but the rally lifted market capitalization above $2.7 billion. Baldwin Insurance Group operates as an independent distribution platform serving businesses, individuals and institutions with property & casualty, employee benefits and personal risk solutions. Its digitally enabled model and focus on middle-market clients position it to capture share in a fragmented industry. Challenges include ongoing net losses on a GAAP basis, debt levels from M&A and competition from traditional brokers and insurtech players. Management stressed disciplined capital allocation and AI as tools to drive organic growth and efficiency. With the earnings momentum and buyback support, Baldwin appears poised for further recovery if execution continues. Investors will watch Q1 results and progress on partnerships for confirmation of the turnaround trajectory. MEET IBT NEWS FROM BELOW CHANNELS Request a Correction * MOST POPULAR IN News
The Baldwin Group completes acquisition of Obie. Embedded insurance platform supports Baldwin's growth in the real estate investor market. (Image source: Obie website.) The Baldwin Group a Tampa, Fla.-based independent insurance distribution firm, has completed its acquisition of Obie (Chicago) an investment property insurance platform that integrates coverage directly into real estate workflows. The deal strengthens Baldwin's presence in the property sector and expands embedded distribution capabilities for its managing general agent, MSI. Founded as an embedded insurance solution for landlords and real estate investors, Obie combines proprietary quoting technology with a flexible distribution model that includes both digital direct-to-investor tools and integrated partner platforms. Obie will continue to operate under its existing brand. "Obie has built an impressive investment property insurance platform that modernizes how landlords and real estate investors secure and manage coverage," says Jim Roche, President, The Baldwin Group and CEO, Underwriting, Capacity, and Technology Solutions. "By combining Obie's purpose-built technology and nationwide distribution reach with our scale and underwriting capabilities, we are well positioned to better serve property owners and continue driving innovation across the real estate insurance market." Since 2021, Obie has achieved revenue growth of more than 2,100 percent, while maintaining a fully reserved loss ratio below 50 percent. "This is a defining moment for Obie and strong validation of how venture-backed, technology-forward insurance distribution businesses can both drive the industry forward and provide substantial and outsized returns to investors," says Ryan Letzeiser, Co-founder and CEO, Obie. "Becoming part of The Baldwin Group expands what we can offer the market, from product breadth to service and scale, while preserving the focus and expertise that define our platform." The acquisition also strengthens Obie's relationship with MSI, which provides capacity for real estate investor insurance programs. "The partnership with Obie marks an important milestone in our strategy to deliver specialized insurance solutions through embedded, tech-enabled distribution," says Amy Carlisle, President, MSI. Obie will operate as part of Baldwin's Underwriting, Capacity, and Technology Solutions unit.
The filing indicates the securities were issued in connection with a business combination transaction and were fully subscribed, with no remaining securities available.
Why The Baldwin Group's acquisition of Obie signals a deeper push into digital investment property insurance. Find out how The Baldwin Group's acquisition of Obie strengthens its digital push into investment property insurance and reshapes landlord coverage. The Baldwin Group has completed the acquisition of Obie, a technology-first insurance platform built specifically for investment property owners and landlords. The transaction reinforces Baldwin's strategy of combining traditional advisory-led brokerage with digital platforms that address niche, high-growth insurance markets. By adding Obie's online underwriting and policy management capabilities, Baldwin positions itself more directly at the intersection of real estate investing, data-driven risk assessment, and modern insurance distribution. Stock investment tips The acquisition arrives at a moment when landlord insurance and investment property coverage are gaining prominence as more individuals and small firms build rental portfolios that resemble operating businesses rather than passive assets. Obie's focus on speed, transparency, and ease of use aligns with the expectations of this customer base, while Baldwin's scale, carrier relationships, and advisory depth provide a pathway to broader product offerings and long-term customer retention. How the Obie acquisition advances The Baldwin Group's strategy to digitize insurance distribution for landlords. Obie was built to solve a specific friction point in insurance: the mismatch between how rental property owners operate and how insurance has traditionally been sold. Investors often need coverage quickly to meet closing timelines, refinance properties, or onboard new tenants, yet legacy insurance processes can be slow and paperwork-heavy. Obie's platform was designed to streamline quoting, underwriting, and binding for rental properties, using technology to reduce turnaround times and simplify decision-making. For The Baldwin Group, acquiring this capability accelerates a digital distribution strategy that might otherwise take years to develop internally. Rather than treating technology as a support function, the firm is positioning it as a front-line growth driver. Obie's platform allows Baldwin to engage customers earlier in the real estate investment lifecycle, often at the moment a property is acquired, when insurance decisions are most urgent and sticky.
Baldwin Group acquires Capstone Group in Philadelphia. Florida-based global insurance broker The Baldwin Group announced it has completed the acquisition of Capstone Group, a multi-line independent insurance brokerage firm headquartered in Lower Gwynedd Township, Pennsylvania, in the Philadelphia area. Capstone was founded in 2013 by Kevin M. Fox, managing partner; Daniel McGill, partner, senior vice president; and Joseph T. Fox, partner, senior vice president, Capstone offers risk management, group, and property/casualty insurance. "Capstone was founded on the belief that clients deserve more than transactional insurance placement - they deserve strategic consultation and true partnership," said Kevin Fox. "We both work to transcend what our clients expect from traditional insurance and benefits brokers, making them a natural fit for our firm," said Dan Galbraith, president, The Baldwin Group. Last month, Baldwin and CAC Group agreed to merge to create one of the largest independent insurance advisory and distribution platforms in the U.S. Baldwin said the purchase price was about $1.03 billion. Tampa, Florida-based Baldwin ranked ninth on Insurance Journal's list of Top 100 Independent Property/Casualty Agencies for 2025 with about $1.06 billion in property/casualty revenue. CAC Group, based in Birmingham, Alabama, ranked 22nd with P/C revenue of about $260 million.