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The Baldwin Group · 17 hours ago

Client Service Specialist, Employee Benefits-Insurance Advisory Solutions

Chattanooga, TN

Full-time

Hybrid

New Grad, Entry Level

The Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm delivering tailored insurance and risk management solutions. The Client Service Specialist, Employee Benefits will provide high-quality service to the Employee Benefits group, clients, and insurance partners, while building and maintaining relationships and ensuring compliance with insurance requirements.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management

Work & Life Balance

Responsibilities

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

Produces required reports and extracts from appropriate agency management system(s)

Receives and maintains benefits administration requests from assigned accounts including eligibility management items such as adds, changes and terminations in benefit administration systems

Provides secondary Employee Care Center support for all Employee Benefits group clients

Provides claims advocacy for clients

Assists with collating EBG presentations and marketing materials

Is responsible for client enrollment kit fulfillment that involves revising necessary materials, printing, scheduling with clients, and presenting the open enrollment meetings, in person or via e-presentation

Generates external communications, including but not limited to benefit administration, claims, renewals, evidence of insurability, COBRA, and client concerns, as needed

Cultivates strong relationships with 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

Is available as a secondary resource to clients if primary resource and/or team is unavailable

Maintains compliance documents and performs updates to them when necessary

Responsible for communications and providing printed materials to clients, employees, and vendors, with regards to COBRA renewals

Responsible for communications and providing printed materials to the Employee Benefits group, insurance company partners, and clients, about the renewal process

Conducts effective enrollment meetings, as needed

Looks for opportunities to improve the firm, Business Segment and processes

Brings issues and discrepancies to the attention of appropriate leadership

Qualification

Employee Benefits knowledgeClient communicationPresentation skillsMicrosoft Office SuiteAnalytical skillsOrganizational skillsRelationship building

Required

Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required

Strong presentation skills, both verbal and written communications

Capacity to manage multiple tasks while using strong reasoning and analytical skills

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

Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Ability to learn any other appropriate program or software system used by the firm as necessary

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