Client Manager, Employee Benefits - IAS Northeast

The Baldwin Group; Bethesda (MD); On-site; USD 65,000 - 90,000; Full time

Job summary

The Baldwin Group in Bethesda, MD is seeking a Client Manager, Employee Benefits to service clients with prompt, accurate support for benefit needs. The role involves preparing client presentations, claim reports, renewal details, and data for marketing campaigns.

You will manage onboarding, renewals, documentation, and Open Enrollment. You will present executive summaries, manage policy activity, communicate expectations, and maintain strong client relationships with insurance partners.

Qualifications

• Strong presentation skills with verbal and written communications.
• Current state license required.
• Bachelor's degree preferred plus 2+ years of related experience.
• Proficient in Word, Excel, Publisher, Outlook and PowerPoint; able to learn firm software systems.

Responsibilities

• Manage client service calendar including onboarding, renewals, compliance alerts, 5500 filings, plan documentation, and Open Enrollment preparation and execution.
• Prepare and present executive summaries for clients, including claim experience, benchmarking, rate renewals, and renewal recommendations.
• Manage all policy activity aspects of assigned accounts.
• Present risks to the insurance marketplace for quoting, as needed.
• Communicate clear expectations to the client regularly, professionally, and proactively.
• Maintain high accuracy, timeliness, and completion with clients and partners.
• Manage client inquiries and coordinate with insurance partners and internal teams to resolve issues.
• Conduct enrollment meetings with prepared collateral.
• Review existing programs to determine if additional lines of insurance should be added and solicit proposals.

Skills

Strong presentation skills

State license

Education

Bachelor's degree + 2+ years experience

Tools

Microsoft Word

Excel

Publisher

Outlook

PowerPoint

Job description

The Client Manager, Employee Benefits services the employee benefit needs of our clients in a prompt and efficient manner. The Client Manager, Employee Benefits prepares all client presentations, including claim reports and renewal details, as well as preparing client data for marketing efforts to seek alternative coverages and plans.

Position Summary

The Client Manager, Employee Benefits services the employee benefit needs of our clients in a prompt and efficient manner. The Client Manager, Employee Benefits prepares all client presentations, including claim reports and renewal details, as well as preparing client data for marketing efforts to seek alternative coverages and plans.

Principal Responsibilities

• Manage client service calendar including new client onboarding, processing and negotiating renewals for all lines of coverage, compliance alerts and updates, 5500 filings, plan documentation (SPDs, SBCs, Wrap Documents, certificates of insurance, policies, etc.), and Open Enrollment preparation and execution.
• Prepare and present executive summaries for clients, including claim experience, benchmarking, rate renewals and exhibits, plan design alternatives, contribution modeling, and renewal recommendations.
• Manage all policy activity aspects of assigned accounts
• Present risks to the insurance marketplace for quoting, as needed
• Communicate clear expectations to the client regularly, professionally, and proactively.
• Maintain a priority for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners, demonstrating strong organizational skills with high attention to detail
• Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues.
• Conduct effective enrollment meetings, as needed with prepared collateral
• Review existing programs to determine if additional lines of insurance should be added, and solicit proposals from the marketplace to suit the needs of the client.
• Cultivate strong relationships with clients and insurance company partners
• Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in depth knowledge of the company and their website resources
• Look for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership

Education, Experience, Skills And Abilities Requirements

• Strong presentation skills, both verbal and written communications
• Current state License required
• Bachelor's degree preferred plus 2+ years of related experience
• Moderate to advanced knowledge of Microsoft Word, Excel, Publisher, Outlook, and PowerPoint and ability to learn any other appropriate insurance company and firm software systems
• Demonstrates firm’s core values, exuding behavior that is aligned with corporate culture

Primary Responsibilities & Percentage Of Time Per Primary Responsibility

• Manage client service calendar including new client onboarding, processing and negotiating renewals for all lines of coverage, compliance alerts and updates, 5500 filings, plan documentation (SPDs, SBCs, Wrap Documents, certificates of insurance, policies, etc.), and Open Enrollment preparation and execution.
• Prepare and present executive summaries for clients, including claim experience, benchmarking, rate renewals and exhibits, plan design alternatives, contribution modeling, and renewal recommendations.
• Manage all policy activity aspects of assigned accounts
• Present risks to the insurance marketplace for quoting, as needed
• Communicate clear expectations to the client regularly, professionally, and proactively.
• Maintain a priority for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners, demonstrating strong organizational skills with high attention to detail
• Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues.
• Conduct effective enrollment meetings, as needed with prepared collateral
• Review existing programs to determine if additional lines of insurance should be added, and solicit proposals from the marketplace to suit the needs of the client.
• Cultivate strong relationships with clients and insurance company partners
• Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in depth knowledge of the company and their website resources
• Look for opportunities to improve the firm, business segment and processes.
• Brings issues and discrepancies to appropriate leadership

Management And Supervisory Scope

• Insert

Financial And Budget Accountability

• Yes/No

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.