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 seeks a Client Manager, Employee Benefits to support our clients’ benefit needs with prompt and efficient service. You will prepare client presentations, claim reports, and renewal details, and ready data for marketing efforts to seek alternative coverages and plans.

Responsibilities include onboarding, renewals, 5500 filings, open enrollment prep, and creating executive summaries for clients. Strong organizational skills and attention to detail are essential to succeed.

Qualifications

• 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.

Responsibilities

• Manage client service calendar including onboarding, renewals, compliance alerts, filings, and Open Enrollment prep.
• Prepare executive summaries with claim experience, benchmarking, rate renewals, and renewal recommendations.
• Manage policy activity for assigned accounts and present marketplace risks when quoting.
• Communicate expectations to clients regularly and professionally, ensuring accuracy and timeliness.
• Address client inquiries with internal teams and insurance partners to resolve issues.

Skills

Presentation skills

Communication

Microsoft Office

Education

Bachelor’s degree preferred

Tools

MS Word

MS 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