Client Manager, Employee Benefits - IAS, Southwest

The Baldwin Group; Rockwall (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

The Baldwin Group is hiring a Client Manager, Employee Benefits to service our clients’ employee benefit needs promptly and efficiently.

You will prepare client presentations, including claim reports and renewal details, and ready client data for marketing efforts to seek alternative coverages and plans. The role emphasizes accuracy, professional client communication, and proactive service.

Qualifications

• Strong presentation skills, verbal and written communication.
• Proficiency in MS Word, Excel, PowerPoint, and Outlook.
• Ability to learn insurance systems and internal firm software.

Responsibilities

• Manage client service calendar including onboarding, renewals, compliance alerts, 5500 filings and Open Enrollment.
• Prepare and present executive summaries with claim experience, benchmarking, rate renewals and design alternatives.
• Manage all policy activity aspects of assigned accounts.
• Present risks to the insurance marketplace for quoting as needed.
• Maintain accurate, timely communications with clients and partners.
• Build strong relationships with clients and insurance company partners.
• Look for process improvements and escalate issues to leadership.

Skills

Strong presentation skills

Microsoft Word

Microsoft Excel

PowerPoint

Communication

Attention to detail

Education

Bachelor's degree preferred

2+ years of related experience

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