Sr. Client Executive, Employee Benefits - IAS, West

Baldwin Group Colleague, Inc.; Irvine (CA); On-site; USD 149,000 - 201,000; Full time

Job summary

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

This role manages a $1M+ revenue book, oversees compliance with ACA, ERISA and other laws, mentors the Client Executive Team, and partners with insurers to deliver tailored risk and benefit solutions.

Qualifications

• Minimum of seven years in insurance/benefits, including team leadership.
• State insurance license(s) required to provide risk management solutions.
• Bachelor’s degree preferred as stated in the posting.

Responsibilities

• Manages a book of business generating at least $1M in revenue.
• Oversees policy activity and stewardship for assigned accounts.
• Analyzes claims data, identifies trends, and benchmarks against industry data.
• Ensures compliance with ACA, COBRA, ERISA and related laws.
• Provides training and mentorship to the Client Executive Team.
• Maintains strong relationships with insurance partners and clients.

Skills

Communication skills

Presentation skills

Interpersonal skills

Education

Bachelor’s degree in human resources management, Accounting, Finance, or Business

CEBS, SPHR, or PHR certification preferred

Tools

Excel

PowerPoint

Publisher

Outlook

Word

Insurance software systems

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 assigned as needs arise or as required to support the Firm. Pay is $175,000 annually.

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.