Senior Product Manager - Insurance Experience

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.

Role Summary

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.

Vision & Strategy

• Execute the product vision and strategy in alignment with The Baldwin Group's mission and Long-Term Plan (LTP).

• Implement Data-Driven Decision Making to inform product decisions, track performance metrics, and optimize product offerings.

• Understand the external client and employer landscape, segment differences across CRMG/EBG/PRM, and the dual-variant scope to create a product that delivers real value.

• Directly interface with end-users (colleagues and clients) (to gather insights and feedback that inform the roadmap. Coach the Product Owner / Front-End Developer and UX Designer on the merged team to deeply understand external user pain points across product variants.

• Collaborate with Product Owners and tech teams to balance feature development with adoption goals, with specific accountability for the portal activation target.

• Own product variants, managing competing roadmap priorities within a compressed 2–3 person team, with strong prioritization discipline.

Discovery & Experimentation

• 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.

Roadmap & Prioritization

• 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.

Cross-Functional Leadership

• Lead Technical Collaboration between engineering, design, marketing, sales, and executive teams to drive product success from concept to launch.

• Work closely with engineering teams to ensure technical feasibility during the product discovery and delivery process

• Foster an environment of open communication to align team efforts with business and customer priorities.

Communication

• Serve as the main point of contact for all stakeholders, providing regular updates on progress, challenges, and changes to the product strategy.

• Manage expectations and keep everyone informed about the CEP platform's vision and status.

• Clearly define product or feature needs in Jira cards to ensure optimal results.

Metrics & Outcomes

• Own and drive the CEP program KPIs

• Use customer feedback and analytics to iterate and improve the product, ensuring it meets business goals and user needs.

Requirements

• 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.

Preferred Qualifications

• Experience with portal or digital experience platforms in a multi-segment or multi-variant context (e.g., separate client-facing and employer-facing products managed under one product lead).

• Experience with project management tools like Jira.

• Data-driven decision-making skills, with proficiency in analytics tools relevant to the environment.

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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.