Employee Benefits, Enterprise Lead

Baldwin Group Colleague, Inc.; Tampa (FL); On-site; USD 120,000 - 160,000; Full time

Job summary

The Baldwin Group is seeking an Employee Benefits Enterprise Lead to guide large-scale transformation of benefits processes across the firm. You will translate strategy into practical workflows, lead training sessions, and partner with data teams to design dashboards for QA and governance.

This role also drives a nationwide process design committee and implements high-touch client experience standards. Strong communication, adaptability, and stakeholder collaboration are essential to deliver

Qualifications

• Deep understanding of legacy and new systems.
• Able to explain complex changes in simple terms.
• Strong problem-solving abilities and proactive mindset.
• Empathy for users and focus on experience.
• Adaptable to ambiguity and rapid change.

Responsibilities

• Act as liaison between transition project team and end users, translating strategy into practical execution.
• Communicate process changes clearly, translating technical jargon into actionable steps.
• Leverage knowledge of legacy processes to optimize new workflows.
• Provide feedback during testing and pilots to ensure usability and outcomes.
• Obtain data to analyze process requirements.
• Advocate for benefits of new process, encouraging adoption and addressing resistance.
• Conduct hands-on training sessions and real-time troubleshooting during go-live.
• Analyze options and evaluate outcomes to maintain momentum.
• Communicate decisions clearly to impacted business partners.
• Define and drive strategic initiatives to enhance client experience.
• Evaluate and expand outsourcing opportunities to improve efficiency.
• Establish and lead a process design committee for nationwide governance.
• Develop and implement standards for the EBG team for high-touch client experience.
• Partner with data team to design datasets and dashboards supporting QA and governance initiatives.

Skills

Process Knowledge

Communication

Problem-Solving

Empathy

Adaptability

Job description

Overview

The Baldwin Group is an award‑winning entrepreneur‑led insurance brokerage offering Commercial and Private Insurance, Risk Management, Employee Benefits, and Asset Protection across the U.S. and abroad.

Employee Benefits Enterprise Lead – Responsibilities

• Act as the liaison between the transition project team and end users, translating strategy into practical execution.
• Communicate process changes clearly, translating technical jargon into actionable steps.
• Leverage deep knowledge of legacy processes to support optimization to new workflows.
• Provide feedback during testing and pilots to ensure usability and desired outcomes.
• Obtain data to analyze process requirements.
• Advocate for the benefits of the new process, encouraging adoption and addressing resistance proactively.
• Conduct hands‑on training sessions and offer real‑time troubleshooting during go‑live.
• Analyze options and evaluate outcomes, making timely decisions to maintain momentum and progress.
• Communicate decisions clearly to impacted business partners.
• Define and drive strategic initiatives to enhance the overall client experience.
• Evaluate and expand outsourcing opportunities to improve operational efficiency.
• Establish and lead a process design committee to govern, standardize, and provide national oversight for process changes.
• Develop and implement professional standards for the EBG team to deliver a high‑touch, white‑glove client experience.
• Partner with the data team to design datasets and dashboards supporting quality assurance, governance, and professional standards initiatives.

Key Skills

• Process Knowledge – deep understanding of legacy and new systems.
• Communication – adept at explaining complex changes in simple terms.
• Problem‑Solving – quickly identifies issues and escalates critical ones.
• Empathy – understands user concerns and builds trust.
• Adaptability – comfortable with ambiguity and rapid change.

Equal Employment Opportunity

The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.