Be an early applicantLess than 25 applicants

Company

Baldwin Risk Partners · 5 hours ago

Client Manager, Employee Benefits - Insurance Advisory Solutions

Lafayette, LA

Full-time

Remote

Mid Level

4+ years exp

Maximize your interview chances

CreditEmployee Benefits

Work & Life Balance

H1B Sponsor Likely

Hiring Manager

JaNaya Rendleman

Insider Connection @Baldwin Risk Partners

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

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

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Client managementState LicenseMicrosoft WordMicrosoft ExcelMicrosoft PublisherMicrosoft OutlookMicrosoft PowerPoint

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 4+ years of related experience

Company

Baldwin Risk Partners

BRP Group, Inc.

Founded in 2011

Tampa, Florida, USA

1,001-5,000 employees

https://baldwin.com/

H1B Sponsorship

Baldwin Risk Partners has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (6)

2022 (2)

2021 (5)

2020 (3)