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The Baldwin Group · 1 day ago

Client Manager, Employee Benefits-Insurance Advisory Solution

Jacksonville, Florida, US

Full-time

Onsite

Entry, Mid Level

2+ years exp

The Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm delivering a range of insurance and risk management solutions. The Client Manager, Employee Benefits services the employee benefit needs of clients, preparing presentations and managing client service activities efficiently.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management

Work & Life Balance

Responsibilities

Manage client service calendar including new client onboarding, processing and negotiating renewals for all lines of coverage, compliance alerts and updates, 5500 filings, plan documentation (SPDs, SBCs, Wrap Documents, certificates of insurance, policies, etc.), and Open Enrollment preparation and execution

Prepare and present executive summaries for clients, including claim experience, benchmarking, rate renewals and exhibits, plan design alternatives, contribution modeling, and renewal recommendations

Manage all policy activity aspects of assigned accounts

Present risks to the insurance marketplace for quoting, as needed

Communicate clear expectations to the client regularly, professionally, and proactively

Maintain a priority for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners, demonstrating strong organizational skills with high attention to detail

Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues

Conduct effective enrollment meetings, as needed with prepared collateral

Review existing programs to determine if additional lines of insurance should be added, and solicit proposals from the marketplace to suit the needs of the client

Cultivate strong relationships with clients and insurance company partners

Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in depth knowledge of the company and their website resources

Look for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership

Strong presentation skills, both verbal and written communications

Current state License required

Qualification

Client ManagementInsurance KnowledgePresentation SkillsMicrosoft Office SuiteData AnalysisOrganizational SkillsCommunication SkillsProblem SolvingRelationship BuildingAttention to Detail

Required

Strong presentation skills, both verbal and written communications

Current state License required

Moderate to advanced knowledge of Microsoft Word, Excel, Publisher, Outlook, and PowerPoint and ability to learn any other appropriate insurance company and firm software systems

Demonstrates firm's core values, exuding behavior that is aligned with corporate culture

Preferred

Bachelor's degree preferred plus 2+ years of related experience

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