Senior Underwriter, Wealth Management - The Baldwin Group Financial Services

The Baldwin Group•Jacksonville, FL

49d

About The Position

The Baldwin Group is an award-winning 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. The Senior Underwriting Specialist plays a vital role in 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.

Requirements

Minimum of 3 years of experience in life insurance, long term care, individual disability and underwriting.
Life insurance licensed preferred
Strong working knowledge of underwriting processes, product structures, and carrier selection strategies.
Experience supporting advisors with case design, illustrations, and solution recommendations.
Proficiency in Microsoft Office and CRM platforms.

Nice To Haves

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 with a strong sense of 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.

Responsibilities

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.
Provide a high-touch, “white-glove” service experience aligned with our commitment to protecting what matters most.
Manage the full lifecycle of life insurance cases—from initial illustration 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 drive timely outcomes.
Maintain accurate, complete, and compliant documentation within CRM systems (e.g., Redtail).
Proactively identify and 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.