Client Executive, Employee Benefits, IAS - Southwest

The Baldwin Group is an award-winning entrepreneur-led 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 throughout the U.S. and abroad. The firm is known for its highly differentiated culture, award-winning industry expertise, and holistic, tailored approach to insurance and risk management.

About the role

The Employee Benefits Client Executive provides tactical and operational leadership in the design, development, implementation, administration, and communication of large client benefit plans, including making strategic recommendations based on long-term objectives.

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 on the impact of the ACA and future government changes.
• Sustains current knowledge of government regulations and ensures legal compliance with FMLA, COBRA, ACA, ERISA, and other applicable laws, including fulfilling reporting requirements.
• Promotes a culture of vigilance, accountability, collaboration, strong ethical standards, and high client satisfaction.
• Maintains accuracy, timeliness, and completion in interactions with clients, the firm, and insurance partners to minimize errors and omissions.
• Manages large accounts independently without assistance from leadership or an Advisor.
• Reviews existing accounts to identify opportunities for additional insurance lines or necessary changes throughout the year and at renewal.
• Cultivates strong relationships with insurance company partners.
• Manages multiple priorities and adapts to continually changing responsibilities.
• Identifies opportunities to improve the firm, business segment, and processes; escalates issues and discrepancies to leadership.
• Completes special projects as assigned.

Requirements

• Obtain and maintain state insurance license(s) as required (or willingness to obtain within the first 90 days of employment).
• Bachelor’s degree in Human Resource Management, Accounting, Finance, Business, or related field preferred.
• Certified Employee Benefits Specialist (CEBS), SPHR, or PHR certification preferred.
• Minimum of five (5) years of insurance and/or benefits-related experience, including leading an account management team.
• Intermediate to advanced proficiency in Microsoft PowerPoint, Publisher, Outlook, Excel, and Word.
• Ability to learn insurance company and firm software systems.
• Strong communication, presentation, and interpersonal skills; ability to produce clear and effective written and verbal communication.
• Capability to work effectively in a collaborative team environment.
• Alignment with the firm’s core values and culture.

Special Working Conditions

• Fast-paced, multi-tasking environment.
• Some travel is required.