Sr. Client Executive, Employee Benefits - IAS Northeast
At a glance
Senior Account Executive role at Baldwin (Baldwin). Bethesda · full-time · from $140,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Lead the design, rollout, administration, and communication of assigned employee benefit plans
- Run a client portfolio generating at least one million dollars in revenue, including policy and stewardship work
- Analyze claims trends for larger accounts and compare client results with industry benchmarks
- Keep client benefits compliant with ACA, FMLA, COBRA, ERISA, and related regulations
- Handle large accounts independently while mentoring the assigned Client Executive Team
What you bring
- At least seven years of insurance or employee benefits experience, including leadership of a client management team
- State insurance licenses required for the states where you provide consulting or risk transfer services
- Strong communication, presentation, interpersonal, organizational, and detail-management skills
- Intermediate to advanced proficiency with Microsoft Excel, PowerPoint, Publisher, Outlook, and Word
Who this fits
You’ll suit a senior benefits professional who can independently manage large accounts, advise clients on regulatory changes, and lead client-facing teams. The role is based in Bethesda with a hybrid arrangement, includes some travel, and operates in a fast-paced, multitasking environment. A bachelor’s degree in human resources, accounting, finance, business, or a related field is preferred, as are CEBS, SPHR, or PHR credentials.
From the employer
POSITION SUMMARY:
The Sr 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:
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.
Starting salary is $140,000+ and is negotiable at time of offer.
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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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