MSI

• Define and continuously refine vision, strategy, and measurable objectives for assigned products, ensuring clear alignment with Baldwin’s brokerage strategy and operating model. • Develop and maintain an outcome‑oriented product roadmap that balances regulatory, operational, user experience, and technical considerations; socialize and adjust roadmaps based on evidence and stakeholder input. • Lead structured discovery using techniques endorsed by accredited product programs (e.g., stakeholder interviews, journey mapping, qualitative user research, and collaborative workshops) to understand user problems and opportunities. • Partner with Analytics and business teams to translate behavioral data, incident trends, and operational metrics into actionable product insights and hypotheses. • Translate problems and opportunities into well‑formed epics, features, and user stories with clear acceptance criteria and edge cases suitable for Agile delivery teams. • Collaborate daily with Engineering, Architecture, UX, and Operations to shape feasible solution options, clarify trade‑offs, and ensure designs adhere to technical, security, and data standards. • Own the product backlog for assigned domains: prioritize based on customer impact, risk, regulatory needs, dependencies, and capacity, using recognized prioritization frameworks (e.g., RICE, WSJF, value vs. effort). • Act as product lead within Agile ceremonies (e.g., planning, backlog refinement, reviews), ensuring work items are ready, understood, and anchored to defined outcomes. • Oversee functional validation for key features: define test scenarios, support test case design, review results, and accept/reject work based on agreed acceptance criteria. • Coordinate release readiness for assigned changes, including communications, training inputs, support playbooks, and monitoring plans; ensure controlled rollout and early‑life support. • Define and track product KPIs and success metrics (e.g., adoption, task completion, error and incident rates, cycle times, NPS/CSAT) in line with data‑driven practices promoted by accredited product curricula. • Analyze product performance and user feedback, run and interpret small experiments where appropriate (e.g., A/B tests, pilot cohorts), and adjust roadmap and backlog based on evidence. • Serve as primary product contact for designated business areas (e.g., Client Service, Operations, Placement, Finance), managing expectations and aligning on priorities and trade‑offs. • Facilitate cross‑functional decision making, presenting clear options, impacts, and recommendations to leaders and governance forums (e.g., change committees, steering groups). • Support change adoption by partnering with Training, Communications, and local leaders to embed new capabilities into processes and roles. • Provide peer coaching and informal mentoring to Associate and Technology Product Analysts on discovery methods, story writing, prioritization, and stakeholder engagement. • Contribute to evolving Baldwin’s product management practices by sharing lessons learned, templates, and patterns drawn from reputable frameworks (e.g., Pragmatic’s market‑driven approach, recognized Agile product owner practices, AIPMM product lifecycle concepts).

• Define and communicate a compelling product vision aligned with business objectives, customer expectations, and market trends in the MGA space. • Own and maintain the product roadmap, balancing near-term deliverables with long-term strategic initiatives. • Establish the Minimum Viable Product (MVP) for new features and manage iterative releases toward continuous improvement. • Present product strategy, progress, and recommendations to senior stakeholders with clarity and confidence. • Maintain strong, ongoing alignment with internal stakeholders, business partners, and customers to ensure product decisions reflect real-world needs. • Collaborate with business and operations teams to translate needs into well-defined epics, features, and user stories. • Serve as the primary voice of the customer within the delivery team, advocating for experiences that drive satisfaction and retention. • Act as an active member of the Scrum delivery team, participating in sprint planning, reviews, retrospectives, and daily standups. • Own and maintain a refined, prioritized backlog in collaboration with cross-functional, self-organizing teams. • Champion development best practices and quality standards to ensure high-quality product outcomes. • Review and validate each iteration before release, incorporating feedback to drive continuous product refinement.

• Underwrite and produce new habitational accounts, including appropriate risk selection, negotiation of terms and conditions, and accurate account pricing. • Monitor market trends and competitive activity to help the organization anticipate shifts and maintain a leading market position. • Visit brokers and collaborate with key agencies to drive new business production and gain insight into the commercial habitational insurance market. • Ensure all issued policies comply with carrier and reinsurance requirements. • Support the training and development of peer underwriters and underwriting assistants to ensure guideline adherence, sound underwriting judgment, and consistent execution of underwriting processes.

• Monitor and communicate legislative and regulatory changes • Ensure the company complies with all applicable laws, regulations, and internal policies by timely adopting new requirements • Oversee regulatory reporting to insurance departments • Create, update, and enforce compliance policies and procedures • Identify, assess, manage and mitigate compliance risks • Work closely with various departments to ensure compliance activities are integrated into business processes

• Develop features for the compliance management platform on an Agile team, consistently delivering well-engineered, maintainable, and tested solutions within agreed-upon timeframes • Build and maintain efficient, reusable code across the stack: message handlers, ASP.NET Core APIs, SQL Server stored procedures and migrations, and Blazor UI • Support critical business logic across a suite of robust services and scalable data processing jobs • Diagnose production issues in distributed systems: trace requests across services, reason about dependency injection lifetimes in long-running hosted processes, understand retry and dead-letter behavior • Practice and promote Test-Driven Development (TDD), participate in sprint planning and code reviews, and adapt to new languages, tools, and frameworks as needed • Lead architectural discussions for mid-to-large systems, designing modular, extensible, well documented components that scale and minimize rework • Apply UI principles, cross-browser compatibility, and web standards; advocate for security, reliability, and operational excellence, including e-commerce security principles and current website security patches • Model business problems in C#. • Clean domain types, well-chosen abstractions, code that reads like intent rather than plumbing. • Strong object-oriented design instincts. SOLID is a starting point, not a religion. You know when to compose, when to inherit, when to keep things procedural. • Solid understanding of dependency injection, including lifetimes, scope boundaries, captive dependencies, how DI behaves across long-running hosted services. • Integrate with external services and SDKs as the business needs them. Ex. Azure Storage, Key Vault, Microsoft Graph, third-party APIs. • Champion user-centered design processes that address real user needs • Build and maintain scalable, reusable Razor/MVC components, layouts, and forms • Develop site architecture and wireframes; optimize SEO and functionality to meet web standards and major-browser compatibility • Analyze, test, and troubleshoot website performance and coding issues; stay current on web technologies, browsers, and mobile platforms • Perform detailed code reviews to uphold engineering standards and grow peers through constructive feedback; champion consistent coding standards and maintainability. • Mentor and guide other software engineers through coaching, pairing, and knowledge sharing; take ownership of team delivery quality and unblock teammates. • Collaborate with the product team, designers, QA, and stakeholders to understand business requirements and to scope, estimate, and deliver features • Communicate user needs through storytelling and data, demonstrating how proposed designs solve those needs for internal teams and senior partners. • Work comfortably across multiple teams and projects, including remote and local collaboration • Identify inefficiencies and lead small to mid-sized engineering efforts (e.g., migrations, tech debt cleanup, platform upgrades); contribute to hiring, onboarding, and engineering culture.

• Oversee the organization's fiscal function and performance at all levels • Publish monthly, quarterly, and annual financial reports, including income statements, balance sheets, cash flow statements, and various other ad-hoc reports as needed • Oversee preparation of the Firm's regular federal, state, and local tax returns • Actively manage the balance sheet, ensuring all operational and strategic decisions are made after careful consideration of the short-term, medium-term, and long-term financial health of the business • Prepare budgets and forecasts and develop appropriate analytical tools to help proactively drive business results • Prepare the monthly Partner reporting package, including financial statements and forecasts, performance against plan, and management discussion and analysis • Ensure 100% credit agreement/covenant compliance; prepare all required lender reporting • Work with the operating company and business unit leadership team to develop key performance indicators, and create an operational dashboard to report on KPIs • Optimize the handling of banking relationships and monitor strategies to enhance cash position and maintain flexibility • Lead contracted IT staff and manage third-party vendors to support the Firm's technology needs • Provide direction and ultimate oversight of the annual review process by the Firm's third-party auditors • Evaluate, manage, and motivate direct reports with a strong emphasis on planning, organization, preparation, follow-up, and internal communication • Analyze M&A opportunities including the development of acquisition modeling, due diligence, and overall investment opportunity assessment • Partner with operating company leadership to provide ongoing strategic insight and planning around financial performance, growth, and overall success

• Develop, prepare, and complete pricing analyses • Participate in development and update of Actuarial models • Apply mathematical and statistical techniques to analyze profitability • Work closely with Product Managers to support new product introduction • Collaborate on rate and rule revision process

• Design and manage data systems, pipelines, and management tools • Oversee junior data engineers, recommend and deploy data models, and lead projects involving data collection and storage systems • Collaborate with data architect, analysts, and stakeholders to identify and document needs/requirements for data pipelines and process automation • Design, build, document, test, and maintain data pipelines using industry best practices • Perform ETL, ELT operations in accordance with enterprise data governance and security standards • Develop data quality and governance process to ensure the accuracy and quality of the data through inspection, validation, processing, anomaly detection

• Manage insurance claims for policyholders • Handle complex 1st Party Property Claims • Investigate and analyze claim information • Communicate with clients and colleagues • Set reserves per company philosophy • Mentor less experienced Claims Examiners • Engage experts for claims evaluation

• Takes incoming and outbound calls • Processes and replies to Customer Service emails as assigned • Takes payments for policies • Makes changes and endorsements to policies • Documents all activity in the on-line client file • Provides prompt, efficient, high-quality service to all clients • Resolves product or service problems by clarifying the customer’s complaint • Attracts potential customers by answering product and service questions • Makes suggestions about other products and services based on client needs • Maintains a quality result by following established procedures • Open, cancels, and updates client policy information based on requests • Provides system and procedure training to new colleagues • Continuously evaluates current processes for improvement and/or efficiency • Handles complex client escalations for colleagues ensuring client satisfaction