Sr. Client Executive, Employee Benefits - IAS, West

baldwin; Irvine (CA); On-site; USD 140,000 - 190,000; Full time

Job summary

The Baldwin Group in Irvine, CA is seeking a Sr Employee Benefits Client Executive to lead the design, development, implementation, administration, and communication of client benefit plans, with recommendations based on long-term objectives.

You will manage a book of business, oversee policy activity, analyze claims data, ensure ACA and ERISA compliance, mentor the Client Executive Team, and drive client satisfaction in a fast-paced role with occasional travel.

Qualifications

• State license(s) for insurance as required where the firm operates
• Bachelor’s degree in a related field preferred
• CEBS, SPHR or PHR certification preferred

Responsibilities

• Lead design, development, implementation, administration and communication of client benefit plans.
• Manage a book of business generating $1M+ in revenue.
• Analyze and report on claims data and benchmark against industry data.
• Ensure ACA, ERISA, COBRA, FMLA compliance and related laws.
• Provide training and mentorship to the Client Executive Team.
• Cultivate strong relationships with insurance company partners.
• Monitor regulatory changes and keep clients compliant.

Skills

Strong communication

Interpersonal skills

Presentation skills

Collaboration

Education

Bachelor's degree in Human Resources Management, Accounting, Finance, Business

CEBS / SPHR / PHR preferred

Tools

Microsoft Office Suite

Microsoft Excel

PowerPoint

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 Sr Employee Benefits Client Executive is responsible for leading the tactical and operational leadership in the design, development, implementation, administration, and communication of all assigned client benefit plans, including making appropriate recommendations based on long term objectives.

POSITION SUMMARY:

The Sr Employee Benefits Client Executive is responsible for leading the tactical and operational leadership in the design, development, implementation, administration, and communication of all assigned client benefit plans, including making appropriate recommendations based on long term objectives.

PRIMARY RESPONSIBILITIES:

• Manages a minimum of a book of business that generates a minimum of $1M in revenue.
• Manages all policy activity and stewardship aspects in assigned 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 to clients on the impact of the ACA and future government changes.
• Sustains current knowledge of government regulations and ensures legal compliance with FMLA, COBRA, ACA, Employee Retirement Income Security Act (ERISA), and other applicable laws and regulations, including fulfilling reporting and compliance requirements.
• Provides training and mentorship to the Client Executive Team to assigned book of business.
• Promotes a culture of vigilance, accountability, collaboration, strong ethical standards and a high degree of client satisfaction.
• Maintains a concern for accuracy, timeliness and completion when interacting with clients, the firm and insurance company partners to minimize potential for errors and omission claims while demonstrating strong organizational skills with a high attention to detail.
• Manages large accounts without assistance from leadership and/or an Advisor.
• Reviews existing accounts to determine if additional lines of insurance should be solicited and/or if changes need to be made throughout the year and at renewal.
• Cultivates strong relationships with insurance company partners.
• Manages various priorities and adapts to continually changing job responsibilities.
• 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.
• Provides training and mentorship to Client Executive Team.

EDUCATION AND EXPERIENCE

Obtain and maintain state insurance license(s), 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.

Bachelor 's degree in human resources management, Accounting, Finance, Business, or other related concentration, is preferred.

Certified Employee Benefits Specialist (CEBS), SPHR, or PHR is preferred

Minimum of seven (7) years of insurance and/or benefits related experience, including leading an client management team.

KNOWLEDGE, SKILLS AND ABILITIES:

Strong communication , presentation, and interpersonal skills; demonstrated ability to produce clear and effective communication to audiences.

Capability to work effectively in a collaborative team environment.

Demonstrates the firm's core values, exuding behavior that is aligned with the firm's culture.

TECHNICAL, COMPUTER, SYSTEM SKILLS:

Intermediate to advanced knowledge of Microsoft apps: Excel, PowerPoint, Publisher, PowerPoint, Outlook, Word.

Ability to learn appropriate insurance company and firm software systems.

SPECIAL WORKING CONDITIONS:

Fast paced, multi-tasking environment.

Some travel is required .

IMPORTANT NOTICE:

This position description is intended to describe the level of work required of the person performing in the role and is not a contract . The essential responsibilities are outlined; other duties may be