Salesforce Product Manager - Personal Lines

The Baldwin Group

2d

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. About the Role MIS (Mainstreet Insurance Solutions), part of The Baldwin Group, is looking for an experienced Product Manager to own the Stratus platform — our customized Salesforce CRM and the operational core of our embedded insurance business. This role leads product strategy, roadmap execution, and cross-functional delivery for Stratus and sits at the intersection of advisor tooling, partner integrations, and carrier connectivity. You will work closely with engineering, operations, and business leadership to ship high-impact improvements that directly enable advisor productivity, partner growth, and our embedded insurance distribution strategy.

Requirements

• 4+ years of product management experience, with at least 2 years owning a Salesforce-based platform in a B2B or enterprise context
• Demonstrated ability to manage complex, multi-team roadmaps with competing priorities and shared infrastructure dependencies
• Strong understanding of CRM workflows, advisor or agent tooling, and integration patterns (APIs, middleware, webhooks)
• Experience working within enterprise release and change management processes, with the ability to advocate for smarter, faster delivery practices
• Exceptional communication skills — able to translate technical constraints into business language and vice versa

Nice To Haves

• Insurance, insurtech, mortgage, or fintech industry background
• Familiarity with policy management systems (e.g., Applied Epic), quoting platforms, or embedded distribution models
• Experience with contact center platform integrations (e.g., CxOne, NICE) or real-time agent coaching tools (e.g., Balto)
• Exposure to AI/ML-powered product features, lead scoring, or automation workflows
• Salesforce admin or developer certification is a plus but not required

Responsibilities

• Platform Roadmap & Delivery Own the Stratus product roadmap end-to-end — from intake and prioritization through launch and adoption Define and maintain a clear, prioritized backlog that balances near-term business needs with longer-horizon platform investments Translate requirements from business stakeholders, operations, and distribution partners into well-scoped, actionable epics and stories Partner with engineering to streamline release processes and advocate for delivery practices that get improvements into advisors' hands faster
• Advisor & Operations Enablement Serve as the product owner for advisor-facing workflows — including quoting, cross-sell prompts, document automation, and carrier payment workflows Identify and eliminate friction points in day-to-day advisor workflows through data analysis, user observation, and close partnership with operations leadership Coordinate across platform teams to ensure carrier eligibility rules, compliance requirements, and appointment-based controls are accurately reflected in the CRM
• Partner & Carrier Integration Own the CRM layer of carrier and distribution partner integrations — ensuring new carriers and partners are onboarded into scalable, well-documented workflows Collaborate with quoting and lead orchestration teams to maintain data integrity, routing accuracy, and a consistent experience across the platform Support the ongoing expansion of MIS's carrier network and distribution partnerships by ensuring Stratus can scale to meet new volume and product requirements
• Stakeholder Alignment Serve as the primary product voice for Stratus in business reviews, leadership updates, and cross-functional planning sessions Build strong working relationships across operations, data, telephony, and technology teams to keep roadmap dependencies visible and sequenced Support executive communications with clear delivery status, risk visibility, and ROI framing for platform investments

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees