Sr. Client Executive, Employee Benefits - IAS Southwest
At a glance
Senior Account Executive role at Baldwin (Baldwin). Houston · full-time · no salary stated · we estimate $125,000–$160,000.
Baldwin (Baldwin) has not published a salary for this role. The figure below is our estimate, not theirs.
growthroles summary, based on the employer's posting.
What you'll do
- Run assigned employee benefit plans from design through administration and client communications, recommending changes for long-term goals
- Oversee policy work and stewardship across your client portfolio, which must generate at least $1M in revenue
- Review claims patterns for larger clients, compare results with industry benchmarks and share findings
- Guide clients through benefits compliance, including ACA effects and requirements under FMLA, COBRA and ERISA
- Handle large accounts independently, assess coverage changes at renewal and coach the Client Executive team
What you bring
- At least seven years in insurance or employee benefits, including leadership of a client management team
- You hold and maintain state insurance licenses wherever required for your consulting or risk-transfer work
- You communicate clearly with clients and present information effectively to different audiences
- You have intermediate or advanced skills in Microsoft Excel, PowerPoint, Publisher, Outlook and Word
Who this fits
This senior role suits someone comfortable owning large client accounts and mentoring colleagues while managing competing priorities. The position is based in Houston and is hybrid, with some travel required. A related bachelor’s degree and CEBS, SPHR or PHR credentials are preferred.
From the employer
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:
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.
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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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