[Hiring] Senior Product Manager - Insurance Experience @The Baldwin Group

Role Description

This position owns the Baldwin's unified digital experience products for clients, employers, and employees across all segments. This role requires a mix of strategic thinking, external user experience excellence, and cross-functional collaboration with business stakeholders and Technologists to align strategies with business objectives and goals. Utilizing data and analytics, they make informed decisions to drive product development and further iteration, ensuring each step aligns with broader firm objectives.

Additionally, a Senior Product Manager must stay ahead of industry trends and emerging technologies, continuously seeking opportunities for innovation. Their proactive approach helps anticipate market shifts and adapt strategies to keep competitive. Positioned at the intersection of technology, business, and user experience, they facilitate smoother workflows and clearer communication across teams.

Qualifications

• 8-10 years of proven experience in digital product management, with at least 3 years building external-facing client or consumer digital products (portals, self-service platforms, mobile apps) in financial services, insurance, benefits administration, wealth management, or a comparable regulated advisory services context.
• Insatiably curious, always asking why; and peeling back the onion layers to get to the real answers.
• Strong bias for action and a proven ability to drive progress.
• Strong understanding of Agile methodologies and product development processes.
• Demonstrated ability to develop and communicate product vision and strategy for an external digital product where the user has no internal obligation to adopt.
• Experience working cross-functionally with engineering, design, and platform/infrastructure teams.
• Excellent communication and leadership skills, with the ability to manage multiple stakeholders, negotiate, and deliver feedback.
• Ability to analyze data, external user feedback, portal engagement metrics, and segment-level performance data to inform product decisions.
• Experience working in fast-paced, dynamic teams with a small, high-leverage team structure (2–3 FTEs) where AI tooling (vibe-coding, Claude Code) materially expands individual throughput.
• Demonstrated AI fluency — specifically, experience designing or evaluating AI-assisted product features where outputs are client-visible (generated communications, automated status updates, empathy-aware messaging). Ability to define appropriate human-in-the-loop guardrails and communicate AI behavior to non-technical stakeholders.

Requirements

• Validate new ideas through experimentation, A/B testing, and structured user feedback programs — interviews with clients, employers, and employees across business segments.
• Optimize User Experience by incorporating feedback into product iterations to ensure products are intuitive, accessible (WCAG-compliant), secure, and capable of handling variant-specific UX needs across portal types.
• Gather qualitative insights through surveys, interviews, and usability testing, alongside quantitative data from experiments.
• Use tools to track user interactions, measure performance metrics, and analyze the results — including NPS survey tooling, portal engagement analytics via the Data Platform, and Epic/Stratus-sourced client activation data.
• Conduct pilot programs to roll out features to small groups of users prior to full launch to gain insights.
• Use insights gained from experiments or interviews to inform future decisions and product iterations.
• Partner with the platform teams to evaluate AI-assisted capabilities prior to production deployment.

Benefits

• Develop and maintain the product roadmap across both variants, balancing FOUNDATION → NOW → NEXT phase sequencing, and regularly prioritizing features and enhancements based on business goals and customer feedback.
• Ensure the roadmap is adaptable, focusing on delivering business outcomes — and responding to client and colleague feedback.
• Foster Innovation and Adaptation, driving a culture of continuous improvement within the product team to stay ahead of market changes and technological advancements.

Company Description

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.