Senior Employee Benefits Strategist

Baldwin Group Colleague, Inc.; San Antonio (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

The Baldwin Group seeks a Sr Client Manager, Employee Benefits to act as a technical resource for clients, advisors, insurance partners and prospects while delivering prompt, high-quality service.

Responsibilities include managing policy activity, analyzing claims data, ensuring ACA compliance, presenting options to carriers, and coordinating enrollment meetings. Travel may be required; a state license is required or obtainable within 90 days.

Qualifications

• Effective presentation skills through both verbal and written communications.
• Working knowledge of appropriate software.
• Demonstrates the firm’s core values, exuding behavior aligned with the corporate culture.

Responsibilities

• Manages all policy activity and stewardship aspects in book of business.
• Analyzes and reports on relevant claims data for larger accounts, spotting trends and comparing client data to industry benchmarks.
• Ensures client compliance with respect to benefits and serves as an informed resource on ACA impacts.
• Gathers information to present to insurance marketplace for proposals, presents options and makes recommendations.
• Conducts enrollment meetings with prepared collaterals.
• Maintains accuracy, timeliness and completion when interacting with clients, firm and partners to minimize errors and omissions.

Skills

Presentation skills

Communication skills

Attention to detail

Education

State insurance license requirement

Tools

Insurance software

Job description

The Baldwin Group seeks a Sr Client Manager, Employee Benefits to act as a technical resource for clients, advisors, insurance partners and prospects while delivering prompt, high-quality service.

Responsibilities include managing policy activity, analyzing claims data, ensuring ACA compliance, presenting options to carriers, and coordinating enrollment meetings. Travel may be required; a state license is required or obtainable within 90 days.