Client Manager, Employee Benefits - IAS Northeast

Baldwin Group Colleague, Inc.; Bethesda (MD); On-site; USD 70,000 - 95,000; Full time

Job summary

The Baldwin Group is seeking a Client Manager for Employee Benefits to service client benefit needs promptly, prepare presentations, claim reports and renewal details, and ready client data for marketing alternate coverages.

You will manage onboarding, renewals, 5500 filings, plan documentation, enrollment meetings, and relationships with clients and insurance partners.

Responsibilities

• Manage client service calendar including onboarding, renewals, compliance alerts, 5500 filings, plan documentation (SPDs, SBCs, Wrap Documents, certificates of insurance, policies), 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 clients regularly and professionally.
• Maintain high accuracy, timeliness and completeness when interacting with clients, the firm and insurance partners; demonstrate strong organizational skills and attention to detail.
• Manage client inquiries and work with insurance partners/internal teams to resolve issues.
• Conduct enrollment meetings with prepared collateral.
• Review existing programs to determine if additional lines of insurance should be added; solicit marketplace proposals to meet client needs.
• Cultivate strong relationships with clients and insurance company partners.
• Know the requirements and attributes of insurance company partners; maintain in-depth knowledge of the company and website resources.
• Look for opportunities to improve the firm, business segment and processes.
• Escalate issues and discrepancies to appropriate leadership.

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.

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 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.