B

Baldwin Group

Tailored insurance and risk management solutions

Associate Account Executive – Senior Living-CAC

Full-Time
$90k - $100k/yr
Mid
Bachelor's
Remote in USA
RemoteRemote within the United States.
InsuranceInsurance Sales & Agency

About the job

Requirements
  • Bachelor’s degree preferred
  • 3+ years of relevant work experience required
  • Ability to work in a fast-paced environment
  • High level of professionalism and confidentiality
  • Ability to train other team members in duties & responsibilities of Junior Account Manager role
  • Manage assigned duties with independent decision-making authority
  • Proactive and can separate and combine tasks into efficient workflow
  • Strong verbal and written communication skills
  • Attention to detail & time management skills
  • Proficient in Microsoft Office products to include Word, Excel & PowerPoint
Responsibilities
  • Service all aspects of the renewal process, new business preparation and ongoing needs for clients and prospects; works along with Producers, Account Executives, Claims and other team members
  • Responsible for all account service functions from the start of the renewal process including, but not limited to: + Request and compile necessary information in advance of renewal strategy meeting (e.g. summary of account activity, loss summaries, state of the market information, etc.) + Requests apps and renewal expectations from the underwriters; obtaining necessary renewal materials from incumbent/new insurance carriers including, but not limited to, any applications and supplemental information required for underwriting purposes (e.g. audited financial statements, organizational charts, etc.) + Set-up internal/external renewal strategy meetings with Senior AE/Producer and client + Participation in internal/external renewal strategy meetings + Request renewal data from the client – exposure workbook, applications, etc., reviews the data for changes when it is received back; forward renewal request materials to the client, while managing renewal deadline, following-up as needed with client for requested renewal data + Once client renewal data is received, coordinate the client submission materials for distribution to Senior AE/underwriters + Coordinate scheduling for group/individual meetings between the client and insurers + Create client proposal to include, but not limited to quote analysis, marketing summary, coverage, and financial comparisons for review by senior team members + Determine if Premium Financing is needed and obtain quotes + Complete binding process – review binder for accuracy, process binder and invoices in EPIC, create confirmation/evidence of coverage for delivery to client noting any subjectivities and issuance of invoice to client
  • Ensure completion of internal/external Surplus Lines requirements (invoicing and diligence as necessary)
  • Manage the certificate renewal process with clients to determine requirements and insure timely and accurate issuance + Second pair of eyes review on checked policy(ies)
  • Day to day client service including, but not limited to: + Respond to mid-term client inquiries/requests in partnership with other service and broking colleagues + Request carrier endorsement; ensure timely and accurate completion of endorsement requests + Resolve client level accounting issues including discrepancies and fee agreements
  • Insurance Contract Reviews with assistance as necessary
  • Maintain record/management of expiration dates on assigned accounts and coordinate with the CAC client team on new/renewal process/timeline
  • Maintain and manage open items listings with clients and team
  • Strong understanding of all coverages serviced by the team
  • Establish and maintain a good business relationship with clients, insurance carriers and colleagues
  • Maintain accurate policy detail in Agency Management System
  • Directs and reviews work of Junior Account Manager with guidance as needed
  • Other duties as assigned
Desired Qualifications
  • Bachelor’s degree preferred

About the company

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

Acquired

Total Funding

$2.6B

Headquarters

Tampa, Florida

Founded

2011

Get referred to Baldwin Group

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • Q2 2026 revenue reached $493 million, with adjusted EBITDA up 37% to $117 million.
  • CAC produced $94 million revenue in Q2 2026, up 23%, with retention above 92%.
  • The take-private should close in Q1 2027, unlocking long-duration capital for AI investment.

What critics are saying

  • Legacy IAS lost $8 million annualized revenue after CAC integration in July 2026.
  • Baldwin carries roughly $3.1 billion net debt, limiting flexibility until the 2027 close.
  • Public competitors poached leaders in September 2026, signaling retention pressure across brokerage teams.

What makes Baldwin Group unique

  • Sequence and Dell backed a $7.7 billion take-private on September 14, 2026.
  • CAC and Juniper Re give Baldwin specialty brokerage depth across cyber, surety, and reinsurance.
  • Anthropic rollout processed 47,000 tasks in 17 weeks, improving reconciliations above 98%.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance

Dental Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Growth & Insights and Company News

Headcount

6 month growth

1%

1 year growth

1%

2 year growth

-1%
PR Newswire
Sep 25th, 2026
Greenberg Traurig recognized as 2026 Law360 Florida Regional Powerhouse.

Greenberg Traurig recognized as 2026 Law360 Florida Regional Powerhouse. Sep 25, 2026, 17:15 ET MIAMI, Sept. 25, 2026 /PRNewswire/ - For the 10th year, global law firm Greenberg Traurig, P.A. has been recognized as a "Florida Regional Powerhouse" by Law360 for successfully representing clients in key transactions and matters that impact the region. Founded in Miami in 1967, Greenberg Traurig now has more than 400 attorneys across six Florida offices. As the Am Law 20 firm with the largest attorney presence in the state, the firm continues to advise clients on many of Florida's most significant litigation, real estate, corporate, and public finance matters. "From securing landmark litigation victories to advising on transformative transactions and infrastructure projects, our Florida attorneys remain committed to serving clients on the state's most complex and impactful matters," Greenberg Traurig Senior Chairman Matthew B. Gorson said. "Being recognized as a Law360 Florida Powerhouse for the 10th year reflects our deep roots in Florida, our commitment to the state's continued growth, and the dedication of our attorneys to helping shape the future of the communities where we live and work." Over the last year, Greenberg Traurig's Florida Litigation Practice secured significant victories across the state, including representing nine affiliates of Swire Properties in a landmark construction defect lawsuit involving Brickell City Centre, resulting in one of the largest recoveries in a construction defect matter in Florida history. The team also won a landmark appellate victory for Lyft before Florida's Third District Court of Appeal and represented the Florida State University Board of Trustees in litigation involving the Atlantic Coast Conference's Grant of Rights and member exit provisions. Greenberg Traurig attorneys played a key role in helping to bring Miami Freedom Park and the city's new Major League Soccer stadium to fruition through years of land use, environmental, zoning, entitlement, permitting, and remediation work for the transformational development project. The firm's Florida Real Estate Practice advised clients on some of the year's most notable transactions, including representing Kayne Anderson Real Estate and Remedy Medical Properties in their $7.2 billion acquisition of 296 outpatient medical properties from Welltower. The team also guided Swire Properties through the $512 million sale of a majority stake in the retail and parking components of Miami's Brickell City Centre and advised Royal Caribbean on a $292 million port and land acquisition supporting the development of Perfect Day Mexico. Greenberg Traurig's Corporate Practice represented The Baldwin Group in its more than $1 billion merger with CAC Group and advised Fresh Del Monte Produce Inc. in its $285 million acquisition of Del Monte Foods assets, reuniting the Del Monte brand under one owner for the first time in nearly four decades. The Public Finance & Infrastructure team advised on more than 120 financings with an aggregate value of approximately $10.5 billion, including representing Brightline in connection with more than $1.9 billion in revenue bond remarketings and serving as bond counsel on multiple statewide financings for the Florida Department of Transportation totaling approximately $2.7 billion. About Greenberg Traurig: Greenberg Traurig, LLP has approximately 3,200 lawyers across 51 locations in the United States, Europe, the Middle East, Latin America, and Asia. The firm's broad geographic and practice range enables the delivery of innovative and strategic legal services across borders and industries. Recognized as a 2025 BTI "Best of the Best Recommended Law Firm" by general counsel for trust and relationship management, Greenberg Traurig is consistently ranked among the top firms on the Am Law Global 100, NLJ 500, and Law360 400. Greenberg Traurig is also known for its philanthropic giving, culture, innovation, and pro bono work. Web: www.gtlaw.com. Media Contact Elaine Walker [email protected] T +1 305.579.0832 SOURCE Greenberg Traurig, LLP

FinancialContent
Sep 16th, 2026
BWIN investors have opportunity to join The Baldwin Insurance Group, Inc. fraud investigation with SBS law.

BWIN investors have opportunity to join The Baldwin Insurance Group, Inc. fraud investigation with SBS law. September 15, 2026 at 20:49 PM EDT i This article is third-party content and does not represent the views of this site. Tamar Securities, LLC make no guarantees regarding its accuracy or completeness. Schall, Brown & Schwartz LLP ("SBS"), a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors in The Baldwin Insurance Group, Inc. ("Baldwin" or "the Company") (NASDAQ: BWIN) for potential breaches of fiduciary duty on the part of its directors and management. INVESTIGATION DETAILS: The investigation focuses on determining if the Baldwin board breached its fiduciary duties to shareholders. Tamar Securities, LLC also encourage you to contact Brian Schall or David Schwartz of Schall, Brown & Schwartz LLP, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach Tamar Securities, LLC through the firm's website at www.schallfirm.com, or by email at [email protected] WHY SBS? Schall, Brown & Schwartz LLP represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation. Bringing together the extensive experience and diverse skillsets of founding partners Brian Schall, Andrew Brown, and David Schwartz, SBS is dedicated to aggressively advocating for every investor. Contacts. Schall, Brown & Schwartz LLP Brian Schall, Esq. Andrew Brown, Esq. David Schwartz, Esq. www.schallfirm.com Office: 310-301-3335 [email protected] Report this content If you believe this article contains misleading, harmful, or spam content, please let Tamar Securities, LLC know.

StreetInsider
Sep 14th, 2026
The Baldwin Group to Go Private Through Majority Investment by Sequence Holdings and Dell Family Office

Baldwin shareholders to receive $32.50 per share in cash, representing an 88% premium to the unaffected closing price on June 17, 2026 Sequences engineering talent and capital, in combination with DFO Managements...

Business Insurance
Sep 2nd, 2026
Keystone taps Baldwin exec as brokerage leader.

Keystone taps Baldwin exec as brokerage leader. * by Claire Wilkinson Keystone Agency Partners said Wednesday it appointed former Baldwin Group executive Kevin Meskell as national brokerage leader, a newly created role. New York-based Mr. Meskell most recently was national placement leader at The Baldwin Group. Before that, he was U.S. placement leader for Marsh Affinity. Earlier in his career, he was a reinsurance broker at Guy Carpenter, now Marsh Re. Tampa, Florida-based Baldwin announced in July it had hired former NFP executive Renee Guthart as national director - placement. Private-equity firm Warburg Pincus acquired a majority stake in Mechanicsburg, Pennsylvania-based Keystone in 2025. Keystone, founded in 2020 by Bain Capital, is the 26th-largest brokerage of U.S. business, according to Business Insurance's latest ranking. September 2, 2026

PR Newswire
Sep 2nd, 2026
Keystone names Kevin Meskell as National Brokerage Leader.

Keystone names Kevin Meskell as National Brokerage Leader. Sep 02, 2026, 09:03 ET Marsh veteran brings decades of placement leadership to one of the nation's fastest-growing brokerages MECHANICSBURG, Pa., Sept. 2, 2026 /PRNewswire/ - Keystone, one of the largest and fastest-growing insurance brokerages in the United States, today announced the appointment of Kevin Meskell as National Brokerage Leader. In this role, Meskell will lead Keystone's national brokerage strategy - deepening the company's carrier relationships and strengthening the placement capabilities behind every Keystone agency and Platform Partner. Meskell joins Keystone from The Baldwin Group, where he most recently served as National Placement Leader. Prior to Baldwin, he spent his career at Marsh, most recently as U.S. Placement Leader for Marsh Affinity - where he advanced through senior placement and leadership roles across multiple regions and specialty practices, building deep expertise in property & casualty, commercial lines, casualty, and underwriting. Earlier in his career, Meskell served as a reinsurance broker at Guy Carpenter. "Adding Kevin to our leadership team is exactly the kind of investment we're making to serve the agencies and clients who trust us," said Mike Walsh, Chief Executive Officer at Keystone. "Kevin brings the kind of carrier relationships and placement expertise that comes from decades at the highest level of this industry. His experience puts something powerful in the hands of every producer across our network - and it signals to the carrier community that Keystone is building at a scale that matters." "What pulled me to Keystone is the combination - the scale of a top-30 broker with the depth of a national independent agency network, and a leadership team focused on making that a real advantage for producers," said Kevin Meskell. "I'm here to build the brokerage engine that helps them win." The appointment comes during a period of significant momentum for Keystone. Business Insurance recently named Keystone the 26th largest retail broker in the United States and the 4th fastest-growing broker among the Top 50. Operating across 33+ states with more than $500 million in revenue and 180+ agency partners, Keystone combines the local expertise and community relationships of independent agencies with the scale, resources, and carrier relationships of a national broker. About Keystone Keystone is recognized by Business Insurance as the 26th largest retail broker and the 4th fastest-growing broker in the United States. Founded in 2020, Keystone empowers independent agencies through strategic partnerships, best-in-class services, and capital investments. For more information, visit www.mykeystone.com SOURCE Keystone Agency Partners