Client Executive, Human Capital Risk- CAC

Baldwin Group Colleague, Inc.; United States; Remote; USD 120,000 - 140,000; Full time

Job summary

The Baldwin Group seeks a Client Executive to participate in setting client strategy and manage the cadence of client service across multiple clients. You will listen to client needs, support day-to-day requests, and project-manage initiatives to meet timelines and exceed expectations.

Responsibilities include handling human capital risk strategies, renewals, and vendor sourcing while coordinating with PE HCR teams to align with client goals. A strong communicator and organizer will thrive here.

Qualifications

• Bachelor's degree in finance, business, marketing, risk management, or human resources management.
• 5-10 years of industry experience.
• Ability to multi-task and prioritize client needs in a fast-paced work environment.
• Strong organization skills and process oriented.
• Self-motivated individual willing to work in a team environment and do what it takes to get the job done.
• Outstanding communication skills both oral and written.

Responsibilities

• Client Management: Provide best in class client service by exceeding client expectations for a book of business across diverse locations, through effective project management and proactive strategy.
• Participate in setting strategy for Human Capital Risks including Benefits, Compliance, Change Management, and Communications with SMEs.
• Resolve client and vendor-related day-to-day service issues; manage the client service experience end-to-end.

Education

Bachelor's degree in finance, business, marketing, risk management, or human resources management

Job description

CAC Group, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry’s best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry. Our team serves private equity firms and their portfolio companies from a holistic human capital risk perspective. We are innate problem solvers, and we help companies grow by creating value for companies and for their employees relative to HR strategy including HR policy, benefit strategy, employee engagement/communication, and human capital management technology. The Client Executive will be responsible for participating in setting client strategy, managing the cadence of client service, listening for the needs of our clients, assisting in supporting the client's day to day needs, project managing the process to achieve desired outcomes and exceed client expectations in alignment with agreed upon timelines.

Duties & Responsibilities:

Client Management Providing best in class client service by exceeding client expectations for a book of business representing clients of various size, scope, and geographic locations through effective project management and proactive strategy Participate in setting strategy for clients pertaining to Human Capital Risks including Human Capital strategy, Benefits, Compliance, Change Management, and Communications while engaging appropriate subject matter experts Resolve client, and vendor-related day-to-day service issues Manage entire client service experience Create relationships with various client stakeholders from executive leadership to support staff

Project Management Be able to proactively project manage client service plans and needs and be willing to take responsibility for ensuring the team meets project deadlines Maintain open and transparent communication with the entire HCR team, and be able to discuss timelines and set clear expectations for deliverable due dates

Benefit Renewal / Vendor Sourcing Process - Assist in the management of the employee benefits plan renewal or vendor sourcing process

Display knowledge and understanding of transparent health benefit strategies, including: Alternative funding mechanisms, including level funding and self-funding

• Mechanisms of self-funding medical/Rx programs, inclusive of stop loss marketing
• Best in class PBM contract terms
• Other advanced cost containment measures such as reference-based reimbursement, direct contracting etc.

Ensure project management of renewal/vendor sourcing activities Gather vendor information and/or information from clients for RFP/sourcing Organize data into the appropriate format for vendor submission Prepare RFP and send to vendors Assist in the analysis of quotes for accuracy Develop client strategies with PE HCR team in alignment with PE strategies Prepare client deliverables and assist in the creation of the communication strategy Coordinate implementation of new plans and or continuation of benefit plans and contract changes Ensure client compliance

Practice Development Help develop and optimize the client service experience including process, deliverables, and definition of success Mentor and develop client service team members Support business development opportunities Contribute to thought leadership

Qualifications:

• Bachelor's degree in finance, business, marketing, risk management, or human resources management
• Minimum 5-10 years of industry experience
• Ability to multi-task and prioritize client needs in a fast-paced work environment
• Strong organization skills and process oriented
• A self-motivated individual who is willing to work in a team environment and do what it takes to get the job done
• Outstanding communication skills both oral and written essential

Salary:

Salary: $120-$140k salary range plus bonus opportunity and benefits. This information reflects the anticipated range for this position. Actual salary may vary based on location. Individual pay is based on skills, experience, and other relevant factors.

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.

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.