Director, Benefits Technology - IAS, West

Baldwin Group Colleague, Inc.; Irvine (CA); On-site; USD 185,000 - 204,000; Full time

Job summary

The Baldwin Group is seeking a Director, Benefits Technology in the California market to lead the technology team that supports Employee Benefits and HRIS systems. You’ll guide strategic initiatives, manage vendor relationships, and drive improvements in benefit technology platforms to enhance client service and operational efficiency.

You will supervise technology projects, mentor staff, and ensure security and scalability of systems while maintaining robust client relations and industry

Qualifications

• Minimum five years working experience with benefit administration systems, payroll systems and/or HRIS
• Excellent client relations skills and ability to diffuse tense situations
• Experience configuring an HRIS database
• Advanced knowledge of Word and PowerPoint
• Proficient Excel skills: pivot tables, lookups, data manipulation
• Strong organizational skills and attention to detail
• Effective presentation skills (verbal & written)
• Ability to learn insurance company and firm software systems
• Growing in benefits product knowledge
• Ability to multi-task and meet deadlines
• Collaborate well within a team environment
• Florida 2-15 License as required by state law
• Demonstrate firm culture values

Responsibilities

• Lead EBG Technology Team and activities
• Develop and drive EBG Technology annual goals
• Communicate decisions and rationale clearly
• Foster open feedback through regular meetings
• Provide ongoing coaching and training to team
• Oversee EBG Technology systems, infrastructure and administration
• Develop long-term strategic plan for scalable growth
• Manage project management processes and vendor support
• Propose solutions to resolve complex issues
• Oversee EDI with insurers, HRIS and payroll systems
• Negotiate fees for systems and services
• Represent organization at national meetings
• Research new products and trends in data, databases and security
• Align technology with business value and process improvements
• Encourage prioritization and timely delivery of requirements
• Promote firm culture and client satisfaction
• Identify opportunities to improve firm and processes

Skills

Benefit administration

Payroll systems

HRIS systems

Team leadership

Client relations

Microsoft Word

PowerPoint

Microsoft Excel

Pivot tables

Lookups

Detail oriented

Verbal & written comms

Insurance software

Benefits product knowledge

Multi-tasking

Team collaboration

2-15 License (FL)

Tools

Microsoft Word

PowerPoint

Microsoft Excel

Job description

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.

The Director, Benefits Technology leads the technology team and works alongside the Employee Benefits business segment by overseeing benefit eligibility management systems offered to clients. The Director, Benefits Technology is responsible for the tactical and operational leadership of team projects, manages benefit carrier sites, supports colleagues in undertaking new opportunities and developing their careers, and promotes and maintains strong colleague and client relationships.

Principal Responsibilities:

• Lead EBG Technology Team and activities
• Develop and drive EBG Technology annual goals and objectives
• Keeps colleagues up-to-date on decisions, changes, and other relevant information, and articulates reason behind the decisions
• Creates an environment for open feedback through effective communication and regular meetings to address concerns regarding new requirements
• Evaluates colleague performance by providing objective and timely feedback on an ongoing informal basis; conducts annual performance evaluations incorporating 360 feedback
• Coaches, mentors, and trains team colleagues on a continuous basis
• Oversee EBG Technology Solution Systems, their infrastructure, and administration
• Develop long term strategic business plan for EBG Technology Team that is scalable for rapid firm growth
• Oversee Project Management process, vendor support services, and technology solutions access
• Develop and communicate solutions to resolve complex issues
• Oversee EDI with insurance companies, HRIS, and payroll systems; manage RFIs for clients adopting new Payroll systems
• Negotiate Fees for systems and services
• Represent organization at national meetings
• Research and identify new products, system developments, database management and administration trends
• Evaluate and establish procedures/technologies to ensure system security
• Partner with leadership team to assess how EBG Technology Solutions can best streamline processes and add business value, create an equivalent electronic process to improve business speed and internal costs
• Encourages Technology team to analyze, evaluate and prioritize requirements to deliver business process or automated application solutions to address business needs
• Promotes the firm culture and a high degree of client satisfaction
• Looks for opportunities to improve the firm, Business Segment and processes; brings issues and discrepancies to the attention of appropriate leadership
• Completes special projects as assigned

Knowledge, Skills and Abilities:

• Minimum of five (5) years working experience with benefit administration systems, payroll systems and/or HRIS systems and team leadership experience
• Superb client relations skills with the ability to diffuse tense situations
• Experience in working and configuring an HRIS Database
• Advanced knowledge of Microsoft Word and PowerPoint
• Possesses an advanced working knowledge of Microsoft Excel, including the ability to manipulate data, compare two data sets, perform pivot tables and lookups.
• Demonstrates strong organizational skills and high attention to detail
• Demonstrates effective presentation skills through both verbal and written communications.
• Possesses the ability to learn appropriate insurance company and firm software systems.
• Possesses the ability to grow in benefits product knowledge.
• Demonstrates the ability to multi-task and prioritize workloads while maintaining deadlines.
• Demonstrates the ability to interact and communicate effectively within a team environment to share knowledge and manage workflows.
• Current Florida 2-15 License, as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions
• Must demonstrate core values, exuding behavior aligned with the firm’s culture.

Special Working Conditions:

• Fast paced, multi-tasking environment.
• Periodic local travel may be required.

The starting salary is $185,000-$204,000 annually. Salary is negotiable upon time of hire.

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.

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.