Qureos Mentor

The Baldwin Group

<div>Westwood Insurance Agency is one of the largest personal lines agencies in the US. Since 1952, we&rsquo;ve helped more than a million customers protect what matters most. Licensed in all 50 states, Westwood represents hundreds of insurance products offered by the country&rsquo;s top insurance companies. That&rsquo;s an advantage for our customers, who benefit from a wide selection of products and pricing. Westwood works closely with home builders and mortgage companies to provide homeowners insurance that is fast, easy, and hassle-free. Our technology-based approach simplifies the process by incorporating insurance into the closing process. The result is happier customers and more on-time closing. As a full-service agency, we can help customers find the right coverage for their circumstances from a wide variety of insurance products, including homeowners and renters policies, auto insurance, specialty item and special event endorsements, small business insurance, umbrella policies, and much more .
We are seeking a highly analytical and proactive FP&amp;A professional who thrives in a fast-paced, collaborative environment. The ideal candidate is someone who enjoys turning complex financial and operational data into meaningful business insights, while partnering closely with leadership to support strategic decision-making. This person should be comfortable working independently, building financial models, identifying trends, and communicating findings clearly to both finance and non-finance stakeholders. 
 
Primary Responsibility:
<ul><li>Analyze monthly financial results, including KPI&rsquo;s, and identify/explain trends and changes from Plan/Prior Yeaar, preparing related summaries/ management reports for business leaders and other key stakeholders.
</li><li>Provide Monthly Reporting package and communicate results as needed to support group deliverables.
</li><li>Develop and Automate models to transform data into meaningful, clear, concise management reporting.
</li><li>Collaborate with Technology and Data &amp; Analytics business partners to build and implement AI-centric reporting, modeling, and business insight solutions
</li><li>Assist in developing Plan and Forecast using various models, industry data, and insights from business leaders.
</li><li>Develop Key understanding of the Expense and Revenue drivers of the business to be used in various modeling.
</li><li>Support business opportunities by collaborating with business leaders and their teams and creating proformas and other adhoc analysis.
</li><li>Ability to work primarily independently of Manager.
</li><li>Contribute to positive work environment by demonstrating cultural expectations and influencing others to reward performance and &ldquo;can do&rdquo; attitude.
</li></ul>Required Qualifications ( Preferred ):
<ul><li>Education: Bachelor&rsquo;s Degree
</li><li>Finance, Accounting, and or Business Degree
</li><li>Experience 3-4 years of relevant FP&amp;A, Corporate Development or related work experience . Preference for someone in the insurance industry.
</li><li>Licenses: insurance licenses including CPCU or Affiliated, P&amp;C licensing etc.
</li><li>Experience with process automation and utilization of Anthropic AI tools a plus
</li></ul>Skills ( Preferred ):
<ul><li>Analyze information and use logic/rationale that connects various concepts
</li><li>Ability and
</li><li>Utilize effective research and investigative techniques
</li><li>Quick Learner in picking up insurance concepts and implementing into analysis
</li><li>Understanding of General Accounting (Preference)
</li><li>Very good knowledge of Microsoft Office tools especially Excel
</li><li>Experience with AI tools and process automation is preferable .
</li></ul>Work Environment
<ul><li>Travel Frequency - beyond above, be able to attend conferences and client meetings: ~10%.
</li><li>If Outside Tampa area, travel could be 20-25%.
</li></ul>Starting Compensation: $85,000 + annually
#LI-BM1
#LI-HYBRID
IMPORTANT NOTICE:
 
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. 
The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.</div>

Senior Financial Analyst

<div>Why MSI? We thrive on solving challenges. As a leading MGA, MSI combines deep underwriting expertise with insurer risk capacity to create specialized insurance solutions that empower distribution partners to meet customers&rsquo; unique needs. We have a passion for crafting solutions for the important risks facing individuals and businesses. We offer an expanding suite of products &ndash; from fully-digital embedded renters coverage to high-value homeowners insurance to sophisticated commercial coverages, such as cyber liability and habitational property &ndash; delivered through agents, brokers, wholesalers and other brand partners.
Our partners and customers count on us to deliver exceptional service through a dedicated team that makes rapid resolutions a priority. We simplify the insurance experience through our advanced technology platform that supports every phase of the policy lifecycle. Bring on your challenges and let us show you how we build insurance better.
MSI is recruiting a Commercial Habitational Leader to join our growing Commercial Team. This is a senior, market-facing leadership role responsible for managing and overseeing all aspects of MSI's Commercial Habitational business &mdash; including product development, revenue growth, reinsurance, underwriting, risk management, and distribution.
The Commercial Habitational Leader will define and execute MSI's go-to-market strategy for the habitational segment &mdash; spanning apartments, condominiums, mixed-use, and affordable housing &mdash; building a market-leading Commercial Habitational business with a fully integrated property and general liability product offering. This individual will serve as the face of the program to both carrier/reinsurance partners and distribution, bringing existing relationships and the vision to build a market-leading program.
<div></div>Key Responsibilities
Program Leadership &amp; P&amp;L Ownership
<ul><li>Own and lead MSI's Commercial Property and General Liability business end-to-end, with full accountability for revenue growth, P&amp;L performance, and portfolio health.
</li><li>Develop and execute MSI's go-to-market strategy for Commercial Property and General Liability, with habitational as the foundational risk class.
</li><li>Constantly monitor the Commercial Property and General Liability portfolio, ensuring risk is measured and that appropriate capacity caps and rate adjustments are enforced as stipulated in binders and contracts.
</li><li>Lead innovation by bringing unique coverages and differentiators to market that set MSI apart from competitors.
</li><li>Contribute to and align with MSI's broader marketing strategy across the Commercial Team.
</li></ul>Product Development &amp; Underwriting
<ul><li>Lead the development of MSI's nominal portfolio, including underwriting guidelines, product rules, rates, forms, and coverage enhancements across both Commercial Property and General Liability lines.
</li><li>Serve as the senior underwriting authority for habitational property and general liability risks, providing expertise on risk selection, pricing, terms, and conditions across both lines.
</li><li>Develop and refine underwriting workflows to ensure operational efficiency, consistency, and scalability.
</li><li>Drive continuous product innovation, including coverage enhancements, endorsement development, and appetite evolution in response to market dynamics.
</li><li>Review and approve complex, large, or non-standard submissions within designated authority levels.
</li></ul>Reinsurance &amp; Capacity
<ul><li>Lead negotiations with reinsurers and capital markets to secure capacity for MSI's Commercial Property and General Liability program.
</li><li>Develop and present a compelling reinsurance narrative that reflects portfolio quality, underwriting discipline, and growth trajectory.
</li><li>Manage and maintain reinsurance relationships, treaty terms, and capacity agreements to support sustainable program growth.
</li><li>Proactively identify and cultivate new carrier and reinsurer partnerships to support diversification and scaling of the program.
</li><li>Provide reinsurance and capacity partners with regular portfolio updates, loss analysis, and strategic reporting.
</li></ul>Distribution Development
<ul><li>Develop and maintain relationships with wholesale brokers, retail agents, and Baldwin distribution partners &mdash; leveraging existing relationships to drive premium growth in partnership with MSI's Sales Leadership.
</li><li>Act as a primary market-facing representative for MSI's Commercial Property and General Liability program at industry conferences, trade events, and client meetings.
</li><li>Represent the program within key industry associations including WSIA (Wholesale &amp; Specialty Insurance Association) and Target Markets Program Administrators Association (TMPAA) .
</li><li>Collaborate with distribution partners on marketing strategy, appetite communication, and submission quality.
</li></ul>Team Leadership &amp; Cross-Functional Collaboration
<ul><li>Mentor underwriters and product managers to manage day-to-day Commercial Property and General Liability operations and build a high-performing team.
</li><li>Foster a culture of accountability, innovation, and market responsiveness aligned with MSI's MGA of the Future vision.
</li><li>Lead discussions and build strong relationships with MSI's internal cross-functional teams and external vendors to ensure seamless program execution.
</li><li>Establish underwriting workflows, service standards, and training programs to support scalability.
</li></ul><div></div>Qualifications
Required
<ul><li>Minimum 10 years of experience in Property and Casualty Insurance, with a significant concentration in Commercial Property and General Liability as a product manager/developer or lead underwriter at a Carrier, MGA, or MGU.
</li><li>Demonstrated experience building a Commercial Property and General Liability program and obtaining reinsurance or carrier capacity.
</li><li>Proven track record of managing P&amp;L, driving revenue growth, and overseeing portfolio performance.
</li><li>Deep underwriting expertise in Commercial Property and General Liability, with the ability to price and structure complex risks.
</li><li>Established carrier and/or reinsurance relationships with admitted and non-admitted markets.
</li><li>Strong financial acumen with the ability to analyze loss data, develop reinsurance narratives, and present performance reporting to senior stakeholders.
</li><li>Excellent communication, negotiation, and presentation skills with a polished, market-facing presence.
</li><li>Demonstrated management experience leading underwriting and/or product teams , including hiring, mentoring, and developing direct reports in a structured team environment.
</li></ul>Preferred
<ul><li>Experience with Habitational or Real Estate classes of business (apartments, condos, mixed-use, affordable housing).
</li><li>Existing distribution relationships with wholesale brokers, retail agents, or MGA partners active in the Commercial Property and General Liability or habitational space.
</li><li>Active involvement with WSIA and/or Target Markets (TMPAA) , with familiarity in the E&amp;S and program administrator market landscape.
</li><li>General Liability product management or underwriting experience.
</li><li>Commercial Package policy experience, including the ability to structure and manage combined property and liability programs.
</li><li>Familiarity with program administration platforms, policy management systems, and data/analytics tools.
</li><li>Professional designations such as CPCU (preferred) , AU, ARM, or equivalent certifications.
</li></ul>#LI-JW1
#LI-REMOTE
IMPORTANT NOTICE:
 
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. 
The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.</div>

Commercial Habitational Leader - MSI

<div>The Associate Claims Consultant is responsible for building relationships with clients, having the goal of client retention. They will develop stewardship plans regarding claim services and execute them. This role is a junior-level claims consultant and generally has less complex accounts and oversight from management and senior claims consultants.
PRIMARY RESPONSIBILITIES:
 
Review, analyze, and determine the appropriate submission path for claims received by the company, ensuring prompt and accurate claims adjudication.
 
Provide professional assistance and support to Claims Specialists and Analyst colleagues as directed, collaborating to ensure efficient claims processing and resolution.
 
Review daily data to identify potential trends or challenges that may require managerial or underwriting review, and report findings accordingly.
 
Maintain a strong focus on delivering outstanding client service, fostering positive relationships, and effectively communicating with clients and customers throughout the claims process.
 
Ensure compliance with industry standards, company procedures, and regulatory requirements while handling claims, maintaining confidentiality of sensitive information.
 
Stay updated on industry trends, emerging regulations, and best practices in claims management, continuously enhancing knowledge and expertise.
 
Contribute to process improvement initiatives, suggesting enhancements to streamline claim handling, increase efficiency, and enhance customer satisfaction.
 
Handle other related duties and responsibilities as assigned by the Claims Consultant or management.
 
 
KNOWLEDGE, SKILLS &amp; ABILITIES:
 
Ability to drive a claim from first intake through the process to satisfactory submission with minimal supervision.
 
Proficient in MS Office Word and Excel with the ability to learn new system programs and technologies.
 
Ability to work independently and prioritize assignments.
 
Effective communication skills, both oral and written, with the ability to be professional under pressure and display patience above reproach.
 
Intermediate proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
 
Ability to learn any other appropriate program or software system used by the firm as necessary
 
Demonstrates the organization&rsquo;s core values, exuding behavior that is aligned with the firm&rsquo;s culture
 
 
EDUCATION &amp; EXPERIENCE:
 
3+ year's experience in claims and insurance coverage knowledge
 
Must have Property &amp; Casualty Insurance License or be willing to obtain any state required license within a specified time frame of starting employment with the firm.
#LI-NS1
IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. 
The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.</div>

Associate Claims Consultant, Commercial Risk-Insurance Advisory Solutions

Join The Baldwin Group and explore 3   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

The Baldwin Group

About Company

Senior Financial Analyst

Commercial Habitational Leader - MSI

Associate Claims Consultant, Commercial Risk-Insurance Advisory Solutions