Client Executive, Employee Benefits, IAS - Southwest

The Baldwin Group; Rockwall (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

The Baldwin Group is an award-winning insurance brokerage delivering comprehensive Commercial, Private, Employee Benefits, and Risk Management solutions across the U.S. and beyond.

The Employee Benefits Client Executive leads design, development, and administration of major client benefit plans, guiding recommendations for long-term objectives. Responsibilities include policy stewardship, data analysis, regulatory compliance, and ongoing client communication.

Qualifications

• Bachelor's degree in Human Resources, Accounting, Finance, Business, or related field preferred.
• CEBS, SPHR or PHR certifications are a plus.
• Minimum of five years in insurance and/or benefits, including leading an account management team.

Responsibilities

• Manage policy activity and stewardship for the assigned book of business.
• Analyze claims data for larger accounts and benchmark against industry standards.
• Ensure client compliance with benefits; advise on ACA and future regulations.
• Maintain knowledge of FMLA, COBRA, ACA, ERISA, and other laws; fulfill reporting requirements.
• Build strong relationships with insurance partners and internal teams.
• Lead multiple priorities and drive process improvements.

Skills

Communication skills

Presentation skills

Interpersonal skills

Team collaboration

Attention to detail

Education

Bachelor's degree in related field

CEBS / SPHR / PHR preferred

Tools

PowerPoint

Publisher

Outlook

Excel

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.

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.