Location: Tampa, Florida, US
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.
The Compliance Analyst is responsible for ensuring that client insurance requirements are met and maintained across assigned accounts. The role reviews Certificates of Insurance and coverage documentation against established compliance criteria and client requirements, manages renewal tracking and certificate follow-up, and coordinates with insurance agents, management companies, and other external partners to obtain and correct documentation.
Operating in a fast-paced, high-volume environment, the Compliance Analyst reviews and interprets insurance policies against required standards, documents deficiencies, escalates complex or non-standard issues to senior compliance colleagues, and prepares monitoring reports for internal and client review. The role protects the interests of the firm and its clients by working accurately within established procedures and maintaining audit-ready documentation.
Coverage Review & Compliance Monitoring
Review project and account insurance coverage against the requirements outlined in client agreements, using established compliance criteria and checklists.
Validate that coverages listed on Certificates of Insurance meet required standards, limits, and specifications, and identify and document any deficiencies or non-compliance.
Review and interpret insurance policies and property master lists against required standards, escalating complex or non-standard coverage questions to senior compliance colleagues or leadership.
Compile requests for waivers of insurance requirements and route them, with supporting documentation, to the appropriate leader or account team for approval under established guidelines.
Job description provided by The Baldwin Group.
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