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The Baldwin Group · 22 hours ago

Client Executive, Employee Benefits - IAS, West

Irvine, CA

Full-time

Hybrid

Senior Level

$135K/yr - $150K/yr

5+ years exp

The Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm specializing in various insurance and risk management services. The Employee Benefits Client Executive is responsible for the leadership in managing large client benefit plans, ensuring compliance with regulations, and fostering strong client relationships.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management

Work & Life Balance

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 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

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 omissions 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. Bring issues and discrepancies to the attention of appropriate leadership

Completes special projects as assigned

Qualification

Insurance licenseEmployee Benefits experienceMicrosoft ExcelCommunication skillsTeam collaboration

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 (or be willing and able to obtain all required licenses within the first 90 days of employment)

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

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

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

Preferred

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

Certified Employee Benefits Specialist (CEBS), SPHR or PHR is also preferred

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