Client Executive, Employee Benefits, IAS - Southwest
At a glance
Mid-level Account Executive role at Baldwin (Baldwin). 2 Locations · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Lead the design, rollout, administration, and communication of benefit plans for large assigned clients
- Manage policy work and stewardship across your book while handling large accounts independently
- Analyze claims information, identify patterns, and compare account results with industry benchmarks
- Guide clients through benefit compliance, ACA effects, government changes, and related reporting duties
- Review renewals and existing accounts for added insurance lines, plan changes, and process improvements
What you bring
- At least five years in insurance or employee benefits, including leadership of an account management team
- State insurance licenses, or the ability to secure every required license within your first 90 days
- Working knowledge of PowerPoint, Publisher, Outlook, Excel, and Word at an intermediate or advanced level
- Clear communication, presentation, interpersonal, organizational, and detail-management skills
Who this fits
This role suits an experienced employee benefits professional who can run large accounts independently and advise clients on compliance. You will work in a fast-moving, multitasking environment with collaboration, changing priorities, and some travel. A bachelor's degree in a related field and CEBS, SPHR, or PHR credentials are preferred.
From the employer
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 Employee Benefits Client Executive is responsible for the tactical and operational leadership in the design, development, implementation, administration, and communication of all assigned large client benefit plans, including making appropriate recommendations based on long term objectives.
Position Summary:
The Employee Benefits Client Executive is responsible for the tactical and operational leadership in the design, development, implementation, administration, and communication of all assigned large client benefit plans, including making appropriate recommendations based on long term objectives.
Principal Responsibilities:
- 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.
- 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 omissions 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. Bring issues and discrepancies to the attention of appropriate leadership.
- Completes special projects as assigned.
Education, Experience, Skills and Abilities Requirements:
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 (or be willing and able to obtain all required licenses within the first 90 days of employment).
- Bachelor’s degree in Human Resource Management, Accounting, Finance, Business, or other related concentration, is preferred. Certified Employee Benefits Specialist (CEBS), SPHR or PHR is also preferred.
- Minimum of five (5) years of insurance and/or benefits related experience, including leading an account management team
- Intermediate to advanced knowledge of Microsoft PowerPoint, Publisher, Outlook, Excel, and Word.
- Ability to learn appropriate insurance company and firm software systems.
- 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.
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 organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.
PRIMARY RESPONSIBILITIES & PERCENTAGE OF TIME PER PRIMARY RESPONSIBILITY:
- 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.
- 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 omissions 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. Bring issues and discrepancies to the attention of appropriate leadership.
- Completes special projects as assigned.
IND1
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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.
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