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The Baldwin Group · 2 months ago

Sr Underwriting Consultant, Employee Benefits - IAS, Southwest

United States

Full-time

Remote

Senior Level

5+ years exp

The Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm that specializes in various insurance and risk management services. This position is responsible for underwriting, rating, binding, and servicing complex accounts, while mentoring underwriters and ensuring high client satisfaction.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management

Work & Life Balance

Responsibilities

Reviews financial performance and provides support for stewardship aspects of clients’ group health plans

Build financial analyses with the assistance of our population health consultant and deliver the results to account management and financial advisors. May attend client meetings to provide additional support

Analyzes and reports on relevant claims data for larger accounts, spotting trends and comparing client data to industry benchmarks

Serve as a resource regarding health plan strategy and financials

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 the firm and insurance company partners to minimize potential for errors while demonstrating strong organizational skills with a high attention to detail

Works on large accounts without assistance from leadership

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

Qualification

Insurance underwritingFinancial analysisClient relationship managementMicrosoft ExcelCertified Employee Benefits SpecialistCommunication skillsTeam collaborationAttention to detail

Required

Bachelor's degree in Human Resource Management, Accounting, Finance, Business, or other related concentration

Minimum of five (5) years of insurance and/or benefits related experience, including working with an account management team

Intermediate to advanced knowledge of Microsoft Excel, Outlook, Word, PowerPoint and Publisher

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

Fast paced, multi-tasking environment

Some travel is required

Preferred

Certified Employee Benefits Specialist (CEBS)

SPHR or PHR

Company

The Baldwin Group

The Baldwin Group is an advisory firm that delivers insurance, risk mitigation, and wealth management solutions for businesses. It is a sub-organization of The Baldwin Group.

Founded in 2011

Tampa, Florida, USA

1001-5000 employees