Senior Underwriter, Wealth Management - Financial Services

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 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.

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—frominitialillustration 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 drivetimelyoutcomes.

Drive Operational Excellence

• Maintain accurate, complete, and compliant documentation within CRM systems (e.g., Redtail).

• Proactivelyidentifyand 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.

• 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 witha strong senseof 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.

• Minimum of 3 years of experience in life insurance, long term care, individualdisabilityandunderwriting.

• Life insurance licensed preferred

• Strong working knowledge of underwriting processes, product structures, and carrier selectionstrategies.

• Experience supporting…