Operations Specialist, Onboarding jobs in United States
cer-icon
Apply on Employer Site
company-logo

The Baldwin Group · 1 day ago

Operations Specialist, Onboarding

positionUnited States
timeFull-time
remoteRemote
seniorityNew Grad, Entry Level
date0+ years exp

The Baldwin Group is seeking an Operations Specialist, Insurance Systems Onboarding to provide foundational support for onboarding new clients, carriers, and internal users into insurance brokerage systems. This role focuses on ensuring accurate data entry, system configuration, and compliance with workflows to enable seamless operational integration.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management
check
Work & Life Balance

Responsibilities

Execute onboarding tasks for clients and carriers, including system setup, data entry, and validation
Follow established procedures for system configuration and user access provisioning
Assist with troubleshooting onboarding issues and escalate complex problems to senior team members or IT support
Communicate onboarding status updates to internal stakeholders and ensure timely completion of tasks
Support documentation of onboarding processes and contribute to continuous improvement initiatives

Qualification

Insurance terminologyData entryMicrosoft Office SuiteOrganizational skillsEffective communication

Required

Strong attention to detail and organizational skills
Basic understanding of insurance terminology and brokerage workflows
Proficiency in Microsoft Office Suite; familiarity with agency management systems preferred
Effective communication skills for collaborating with internal teams and external partners
Ability to follow structured processes and meet deadlines in a fast-paced environment
0–2 years of experience in insurance operations, data entry, or administrative support

Preferred

Bachelor's degree in business, insurance, or related field preferred; equivalent experience considered
Exposure to insurance systems or onboarding processes is a plus

Company

The Baldwin Group

twittertwittertwitter
company-logo
The Baldwin Group is an advisory firm that delivers insurance, risk mitigation, and wealth management solutions for businesses. It is a sub-organization of The Baldwin Group.
dateFounded in 2011
location
Tampa, Florida, USA
people-size1001-5000 employees
web-link
https://baldwin.com

Funding

Current Stage
Public Company
Total Funding
$1.5B
Key Investors
Gallatin Point Capital
2025-12-10Post Ipo Debt· $600M
2025-03-26Post Ipo Debt· $110M
2024-05-08Post Ipo Debt· $600M

Leadership Team

leader-logo
Jim Roche
President, The Baldwin Group and CEO, Underwriting, Capacity, & Technology Solutions
linkedin
leader-logo
Richard Tallo
Chief Marketing Officer at The Baldwin Group
linkedin

Recent News

Morningstar.com
The Baldwin Group Completes Acquisition of Capstone Group to Further Strengthen National Platform and Expand Regional Expertise
2026-01-09
MarketScreener
The Baldwin Group Announces Leadership Appointments in its Insurance Advisory Solutions Segment
2026-01-05
Morningstar.com
The Baldwin Group Completes Merger Transaction with CAC Group
2026-01-03
Company data provided by crunchbase