About The Position

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 Baldwin Group (previously Baldwin Risk Partners) is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country. At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible. 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.

Requirements

  • Process Knowledge: Knows both old and new systems thoroughly.
  • Communication: Skilled 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.
  • Influential: Respected by peers; their endorsement drives adoption.
  • Proactive: Spots potential challenges before they escalate.
  • Collaborative: Works closely with project managers, IT, and end-users.
  • Detail-Oriented: Ensures accuracy in process requirements and execution.

Responsibilities

  • Bridge Between Teams o Acts as the liaison between the transition project team and end-users. Communicates process changes clearly and translates technical jargon into practical steps.
  • Subject Matter Expertise o Deep understanding of legacy processes to support optimization to new workflows. Provides feedback during testing and pilots to ensure usability and desired outcomes. Obtains data to provide analysis for process requirements.
  • Change Champion Advocates for the benefits of the new process. Encourages adoption and proactively addresses resistance among peers.
  • Training & Support o Conducts hands-on training sessions. Offers real-time troubleshooting during go-live.
  • Business Decision o Analyze options and evaluate outcomes Make decisions timely to maintain momentum and progress o Communicate decisions clearly to impacted business partners
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