Salesforce Product Manager - Personal Lines

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.About the RoleMIS (Mainstreet Insurance Solutions), part of The Baldwin Group, is looking for an experienced Product Manager to own the Stratus platform — our customized Salesforce CRM and the operational core of our embedded insurance business. This role leads product strategy, roadmap execution, and cross-functional delivery for Stratus and sits at the intersection of advisor tooling, partner integrations, and carrier connectivity.You will work closely with engineering, operations, and business leadership to ship high-impact improvements that directly enable advisor productivity, partner growth, and our embedded insurance distribution strategy.What You'll OwnPlatform Roadmap & DeliveryOwn the Stratus product roadmap end-to-end — from intake and prioritization through launch and adoptionDefine and maintain a clear, prioritized backlog that balances near-term business needs with longer-horizon platform investmentsTranslate requirements from business stakeholders, operations, and distribution partners into well-scoped, actionable epics and storiesPartner with engineering to streamline release processes and advocate for delivery practices that get improvements into advisors' hands fasterAdvisor & Operations EnablementServe as the product owner for advisor-facing workflows — including quoting, cross-sell prompts, document automation, and carrier payment workflowsIdentify and eliminate friction points in day-to-day advisor workflows through data analysis, user observation, and close partnership with operations leadershipCoordinate across platform teams to ensure carrier eligibility rules, compliance requirements, and appointment-based controls are accurately reflected in the CRMPartner & Carrier IntegrationOwn the CRM layer of carrier and distribution partner integrations — ensuring new carriers and partners are onboarded into scalable, well-documented workflowsCollaborate with quoting and lead orchestration teams to maintain data integrity, routing accuracy, and a consistent experience across the platformSupport the ongoing expansion of MIS's carrier network and distribution partnerships by ensuring Stratus can scale to meet new volume and product requirementsStakeholder AlignmentServe as the primary product voice for Stratus in business reviews, leadership updates, and cross-functional planning sessionsBuild strong working relationships across operations, data, telephony, and technology teams to keep roadmap dependencies visible and sequencedSupport executive communications with clear delivery status, risk visibility, and ROI framing for platform investmentsWhat We're Looking ForRequired Experience4+ years of product management experience, with at least 2 years owning a Salesforce-based platform in a B2B or enterprise contextDemonstrated ability to manage complex, multi-team roadmaps with competing priorities and shared infrastructure dependenciesStrong understanding of CRM workflows, advisor or agent tooling, and integration patterns (APIs, middleware, webhooks)Experience working within enterprise release and change management processes, with the ability to advocate for smarter, faster delivery practicesExceptional communication skills — able to translate technical constraints into business language and vice versaPreferred ExperienceInsurance, insurtech, mortgage, or fintech industry backgroundFamiliarity with policy management systems (e.g., Applied Epic), quoting platforms, or embedded distribution modelsExperience with contact center platform integrations (e.g., CxOne, NICE) or real-time agent coaching tools (e.g., Balto)Exposure to AI/ML-powered product features, lead scoring, or automation workflowsSalesforce admin or developer certification is a plus but not requiredWho Thrives HereYou're comfortable in a fast-moving environment where the roadmap evolves and you're expected to exercise judgment, not just follow a playbookYou build trust with both technical teams and business stakeholders — and know when to push back vs. when to alignYou care about the downstream impact of what you ship: advisor outcomes, partner retention, and conversion metricsYou see operational constraints as problems to solve, not just limitations to acceptAbout MIS & The Baldwin GroupMainstreet Insurance Solutions (MIS) is the embedded insurance platform of The Baldwin Group, one of the fastest-growing insurance distribution companies in the U.S. MIS powers the NMRE (National Mortgage and Real Estate) embedded channel, enabling mortgage lenders, servicers, and real estate partners to offer home and auto insurance seamlessly within their customer journeys.Our product and technology organization builds and operates six integrated products: Stratus, Coverage Navigator, Rules Engine, Quote Solutions, Digital Experience, and Integrated Telephony. We're executing an ambitious 2026 roadmap across carrier expansion, Bind Online, renewal automation, and 20+ new partner launches.#LI-SL1IND1Click here for some insight into our culture!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.