Client Benefits Strategist for Large Accounts

The Baldwin Group; Bethesda (MD); Vor Ort; USD 90.000 - 110.000; Vollzeit

Zusammenfassung

The Baldwin Group seeks an Associate Client Executive in Bethesda, MD to support tactical and operational leadership in designing and administering large client benefit plans. You will analyze claims data, ensure ACA/ERISA compliance, and liaise with insurance partners to optimize client outcomes.

This role emphasizes accuracy, timely communication, and the ability to manage multiple priorities in a fast-paced environment, with some travel required.

Qualifikationen

• 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’s culture.

Aufgaben

• Obtain and maintain state insurance license(s).
• Bachelor’s degree and CEBS/SPHR/PHR preferred.
• Minimum of five years of insurance/benefits experience, incl. leading an account management team.
• Proficient in Microsoft Office Suite.
• Communicate clearly and effectively with clients and internal teams.
• Collaborate across departments to meet client objectives.
• Demonstrate alignment with firm values and culture.
• Travel as required.
• Manage large accounts and adapt to changing responsibilities.
• Build strong relationships with insurance company partners.
• Review accounts for potential additional lines of insurance.
• Complete special projects as assigned.

Kenntnisse

Client relationship management

Communication

Leadership

Team collaboration

Data analysis

Ausbildung

Bachelor’s degree in HRM/Finance/Business

CEBS/SPHR/PHR preferred

Tools

Microsoft PowerPoint

Publisher

Outlook

Excel

Word

Jobbeschreibung

The Baldwin Group seeks an Associate Client Executive in Bethesda, MD to support tactical and operational leadership in designing and administering large client benefit plans. You will analyze claims data, ensure ACA/ERISA compliance, and liaise with insurance partners to optimize client outcomes.

This role emphasizes accuracy, timely communication, and the ability to manage multiple priorities in a fast-paced environment, with some travel required.