Associate Client Executive, Employee Benefits - IAS Northeast

Baldwin Group Colleague, Inc.; Bethesda (MD); On-site; USD 90,000 - 110,000; Full time

Job summary

The Baldwin Group Colleague, Inc. seeks an Associate Client Executive to support tactical and operational leadership in designing and delivering large client benefit plans.

You will assist with recommendations aligned to long-term objectives and ensure compliance with applicable laws. In this role you will analyze claims data, manage policy activity, and partner with insurance providers to optimize service levels while maintaining accuracy and timely communications with clients and internal

Qualifications

• Bachelor’s degree in HR, accounting, finance, business, or related field preferred.
• Certified Employee Benefits Specialist (CEBS), SPHR or PHR preferred.
• Minimum of five years of insurance and/or benefits experience, including leading an account management team.

Responsibilities

• Manage policy activity and stewardship for assigned book of business.
• Analyze claims data and report trends against benchmarks.
• Ensure client compliance with benefits and ACA/ERISA requirements.
• Maintain knowledge of regulations and reporting requirements.
• Build strong relationships with insurance partners.
• Assist leadership and manage multiple priorities.
• Complete special projects as assigned.

Skills

Communication skills

Presentation skills

Interpersonal skills

Team collaboration

Attention to detail

Problem solving

Education

Bachelor’s degree in HR/Business/Finance

CEBS

SPHR or PHR

Tools

PowerPoint

Publisher

Outlook

Excel

Word

Job description

Position Summary

The Associate Client Executive is responsible for assisting the tactical and operational leadership in the design, development, implementation, administration, and communication of all assigned large client benefit plans, including assisting making appropriate recommendations based on long term objectives.

Principal Responsibilities

Manages all policy activity and stewardship aspects in assigned book of business. Analyzes and reports on relevant claims data for larger accounts, spotting trends and comparing client data to industry benchmarks. Ensures client compliance with respect to benefits and serves as an informed resource to clients on the impact of the ACA and future government changes. Sustains current knowledge of government regulations and ensures legal compliance with FMLA, COBRA, ACA, Employee Retirement Income Security Act (ERISA) and other applicable laws and regulations, including fulfilling reporting and compliance requirements. Promotes a culture of vigilance, accountability, collaboration, strong ethical standards and a high degree of client satisfaction. Maintains a concern for accuracy, timeliness and completion when interacting with clients, the firm and insurance company partners to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail. Manages large accounts without assistance from leadership and/or an Advisor. Reviews existing accounts to determine if additional lines of insurance should be solicited and/or if changes need to be made throughout the year and at renewal. Cultivates strong relationships with insurance company partners. Manages various priorities and adapts to continually changing job responsibilities. Looks for opportunities to improve the firm, Business Segment and processes. Bring issues and discrepancies to the attention of appropriate leadership. Completes special projects as assigned.

Education, Experience, Skills and Abilities Requirements

Obtain and maintain state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment). Bachelor’s degree in Human Resource Management, Accounting, Finance, Business, or other related concentration, is preferred. Certified Employee Benefits Specialist (CEBS), SPHR or PHR is also preferred. Minimum of five (5) years of insurance and/or benefits related experience, including leading an account management team. Intermediate to advanced knowledge of Microsoft PowerPoint, Publisher, Outlook, Excel, and Word. Ability to learn appropriate insurance company and firm software systems. Strong communication, presentation, and interpersonal skills; demonstrated ability to produce clear and effective communication to audiences. Capability to work effectively in a collaborative team environment. Demonstrates the firm’s core values, exuding behavior that is aligned with the firm culture.

Special Working Conditions

Fast paced, multi-tasking environment. Some travel is required.

Important Notice

This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons. The starting pay is $100,000+ annually. Salary is negotiable upon time of hire.

Employer Overview

The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country. At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible.

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.