Senior Employee Benefits Client Executive

The Baldwin Group; Addison (TX); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Hybrid work

Job summary

The Baldwin Group is an award-winning insurance brokerage delivering comprehensive employee benefits and risk management services across the U.S. and abroad.

The Employee Benefits Client Executive leads the design, implementation, and ongoing administration of large client benefit plans, aligning solutions with long-term objectives. Ideal candidates have at least five years in insurance/benefits, a strong license track, and proven ability to manage accounts, analyze claims data, and work

Qualifications

• Obtain and maintain state insurance license or willingness to obtain within 90 days.
• Bachelor’s degree in HR/Finance/Business; CEBS/SPHR/PHR preferred.
• Minimum of five years of insurance/benefits experience, including leading an account management team.
• Proficient in PowerPoint, Excel, Outlook, Word.
• Strong communication, presentation, and interpersonal skills.
• Ability to collaborate in a team and align with the firm’s values.

Responsibilities

• Manage policy activity and stewardship in assigned book of business.
• Analyze claims data for large accounts and benchmark against industry data.
• Advise clients on ACA impact and government changes.
• Ensure compliance with FMLA, COBRA, ACA, ERISA and reporting.
• Promote ethics, accountability and client satisfaction.
• Maintain accuracy and timeliness in client communications.
• Develop relationships with insurance company partners.
• Manage multiple priorities and adapt to changing responsibilities.
• Lead special projects as assigned.

Skills

Policy management

Claims data analysis

Regulatory compliance

Communication skills

Team leadership

Education

Bachelor’s degree in HR/Finance/Business

CEBS/SPHR/PHR preferred

Tools

PowerPoint

Excel

Outlook

Word

Job description

The Baldwin Group is an award-winning insurance brokerage delivering comprehensive employee benefits and risk management services across the U.S. and abroad.

The Employee Benefits Client Executive leads the design, implementation, and ongoing administration of large client benefit plans, aligning solutions with long-term objectives. Ideal candidates have at least five years in insurance/benefits, a strong license track, and proven ability to manage accounts, analyze claims data, and work