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The Baldwin Group · 2 months ago

Sr. Client Executive, Employee Benefits - Insurance Advisory Solutions, Mid-Atlantic

Leesburg, Virginia, US

Full-time

Hybrid

Senior Level

7+ years exp

The Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm specializing in various insurance and risk management services. The Sr Employee Benefits Client Executive will lead the design, development, implementation, administration, and communication of client benefit plans, ensuring compliance and providing strategic recommendations based on long-term objectives.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management

Work & Life Balance

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

Qualification

Insurance licenseCertified Employee Benefits SpecialistInsuranceBenefits experienceMicrosoft ExcelMicrosoft PowerPointCommunication skillsTeam collaborationInterpersonal skills

Required

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

Minimum of seven (7) years of insurance and/or benefits related experience, including leading a client management team

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

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

Ability to learn appropriate insurance company and firm software systems

Preferred

Bachelor's degree in human resources management, Accounting, Finance, Business, or other related concentration

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