Client Executive, Employee Benefits, IAS - Southwest

The Baldwin Group; Addison (TX); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Hybrid work

Job summary

The Baldwin Group is an award-winning insurance brokerage delivering comprehensive employee benefits and risk management services across the U.S. and abroad.

The Employee Benefits Client Executive leads the design, implementation, and ongoing administration of large client benefit plans, aligning solutions with long-term objectives. Ideal candidates have at least five years in insurance/benefits, a strong license track, and proven ability to manage accounts, analyze claims data, and work

Qualifications

• Obtain and maintain state insurance license or willingness to obtain within 90 days.
• Bachelor’s degree in HR/Finance/Business; CEBS/SPHR/PHR preferred.
• Minimum of five years of insurance/benefits experience, including leading an account management team.
• Proficient in PowerPoint, Excel, Outlook, Word.
• Strong communication, presentation, and interpersonal skills.
• Ability to collaborate in a team and align with the firm’s values.

Responsibilities

• Manage policy activity and stewardship in assigned book of business.
• Analyze claims data for large accounts and benchmark against industry data.
• Advise clients on ACA impact and government changes.
• Ensure compliance with FMLA, COBRA, ACA, ERISA and reporting.
• Promote ethics, accountability and client satisfaction.
• Maintain accuracy and timeliness in client communications.
• Develop relationships with insurance company partners.
• Manage multiple priorities and adapt to changing responsibilities.
• Lead special projects as assigned.

Skills

Policy management

Claims data analysis

Regulatory compliance

Communication skills

Team leadership

Education

Bachelor’s degree in HR/Finance/Business

CEBS/SPHR/PHR preferred

Tools

PowerPoint

Excel

Outlook

Word

Job description

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.

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

Position Summary:

The Employee Benefits Client Executive is responsible for the tactical and operational leadership in the design, development, implementation, administration, and communication of all assigned large client benefit plans, including 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’s 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.

PRIMARY RESPONSIBILITIES & PERCENTAGE OF TIME PER PRIMARY RESPONSIBILITY:

• 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.

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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.