Employee Benefits, Enterprise Lead

Overview

The Baldwin Group is an award‑winning entrepreneur‑led insurance brokerage offering Commercial and Private Insurance, Risk Management, Employee Benefits, and Asset Protection across the U.S. and abroad.

• Act as the liaison between the transition project team and end users, translating strategy into practical execution.
• Communicate process changes clearly, translating technical jargon into actionable steps.
• Leverage deep knowledge of legacy processes to support optimization to new workflows.
• Provide feedback during testing and pilots to ensure usability and desired outcomes.
• Obtain data to analyze process requirements.
• Advocate for the benefits of the new process, encouraging adoption and addressing resistance proactively.
• Conduct hands‑on training sessions and offer real‑time troubleshooting during go‑live.
• Analyze options and evaluate outcomes, making timely decisions to maintain momentum and progress.
• Communicate decisions clearly to impacted business partners.
• Define and drive strategic initiatives to enhance the overall client experience.
• Evaluate and expand outsourcing opportunities to improve operational efficiency.
• Establish and lead a process design committee to govern, standardize, and provide national oversight for process changes.
• Develop and implement professional standards for the EBG team to deliver a high‑touch, white‑glove client experience.
• Partner with the data team to design datasets and dashboards supporting quality assurance, governance, and professional standards initiatives.

• Process Knowledge – deep understanding of legacy and new systems.
• Communication – adept at explaining complex changes in simple terms.
• Problem‑Solving – quickly identifies issues and escalates critical ones.
• Empathy – understands user concerns and builds trust.
• Adaptability – comfortable with ambiguity and rapid change.

The Baldwin Group 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.