Baldwin Insurance Group announced on February 27 2026 that Amy Carlisle will become Chief Executive Officer of its Underwriting, Capacity & Technology Solutions (UCTS) operating group, effective January 1 2027. Jim Roche will transition to Executive Chairman of UCTS for a three‑year period, continuing to advise the company on its long‑term strategy.
Amy Carlisle brings nearly two decades of insurance industry experience, including leadership roles at Liberty Mutual and a pivotal role in scaling the MSI platform within Baldwin. Her track record of disciplined execution and growth has positioned her to lead UCTS through its next chapter of expansion.
Jim Roche, a co‑founder of MSI and long‑time architect of UCTS’s MGA and wholesale operations, will serve as Executive Chairman. His continued involvement will focus on reciprocal exchange offerings, technology road‑mapping, and the adoption of AI across the UCTS portfolio.
The transition is part of a deliberate, multi‑year succession plan designed to ensure continuity and support UCTS’s growth and operational performance. By retaining Roche’s strategic guidance while empowering Carlisle to drive day‑to‑day leadership, Baldwin signals confidence in its long‑term vision for the broker of the future.
"Amy brings a proven track record of performance, disciplined execution, and deep expertise that uniquely position her to lead UCTS through its next chapter of growth. Jim has built an extraordinary business and will continue to play the ..." – Trevor Baldwin, CEO of The Baldwin Group
"His continued guidance in these areas ensures continuity in supporting Amy's leadership over the strategic and operational foundations that have contributed to UCTS's strong performance over time." – Trevor Baldwin, CEO of The Baldwin Group
The UCTS operating group encompasses MGA and wholesale operations, capacity management, and technology solutions, making it a critical engine for Baldwin’s growth strategy. The leadership change underscores the company’s commitment to maintaining operational excellence while pursuing new opportunities in technology and AI, positioning UCTS to capture emerging market demand and sustain its competitive advantage.
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