The Baldwin Group Tech Stack

National insurance broker with multi-line coverage and employee benefits expertise

Insurance Tampa, Florida 1,001–5,000 employees Public Company

The Baldwin Group operates a three-million-client insurance brokerage across commercial risk, personal insurance, employee benefits, and retirement planning. The tech stack reveals a traditional broker-operations posture: Epic Systems (claims/policy management), HubSpot + Salesforce (CRM and marketing automation), plus analytical tools (Python, R, Power BI, SQL) for underwriting and actuarial work. Hiring is heavily sales-weighted (64% of active roles), with a noted velocity deceleration, and the project list emphasizes client retention (segmentation, onboarding, cross-sell) and operational friction (service team integration, compliance).

Tech Stack 19 technologies

Core StackEpic Systems HubSpot Salesforce ZoomInfo DocuSign Python Power BI Zoom Word Excel Microsoft Office PowerPoint Outlook Teams Salesforce Marketing Cloud SQL R Microsoft Access Publisher

What The Baldwin Group Is Building

◆Challenges

Improving firm processes
Reducing errors and omissions claims
Ensuring compliance with evolving regulations
Regulatory changes
Monitoring expenses
Inefficient workflows
Service team integration
Process inefficiencies
Acquiring new business
Expanding into new markets

▲Active Projects

Client segmentation strategy
Service team integration projects
Client onboarding
Open enrollment
Risk map preparation
Client experience enhancement
Upselling cross-selling insurance products
Onboarding and managing insurance partners
Intelligence capability development
Webinar coordination

Hiring Activity

Decelerating120 roles · 35 in 30d

Department

Sales

Support

Finance

Insurance

Marketing

Audit

Data

Healthcare

Seniority

Mid

Junior

Senior

Director

Manager

Lead

Staff

Notable leadership hires: Lead Generation Specialist, Director of Sales, Director of Accounting, Compliance Director, Placement Director

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About The Baldwin Group

The Baldwin Group is a publicly traded insurance broker headquartered in Tampa, Florida, serving more than three million clients nationwide. The firm operates across commercial insurance, personal lines, employee benefits, retirement planning, and risk engineering services. The organization combines traditional insurance operations (Epic Systems for policy and claims management) with modern sales and marketing infrastructure (HubSpot, Salesforce) and in-house analytics capabilities (Python, R, Power BI). Current focus areas include client segmentation, service-team integration following acquisition or expansion activity, and cross-sell optimization within the employee benefits and commercial risk verticals.

HeadquartersTampa, Florida

Company Size1,001–5,000 employees

Hiring MarketsUnited States

Frequently Asked Questions

What tech does The Baldwin Group use for insurance operations?

Epic Systems for claims and policy management; HubSpot and Salesforce for CRM and client engagement; Power BI, Python, R, and SQL for predictive analytics and actuarial modeling.

Is The Baldwin Group hiring in sales?

Yes. Sales roles account for 81 of 125 active openings (65%), spanning Lead Generation Specialist, Director of Sales, and Placement Director positions, though hiring velocity is decelerating.

Where is The Baldwin Group headquartered?

Tampa, Florida. The firm is a publicly traded company with 1,001–5,000 employees and serves clients across the United States and internationally.