Hybrid Senior Client Manager, Employee Benefits

at The Baldwin Group

• Job title: Senior Client Manager, Employee Benefits
• Job type: Full Time
• Experience level: Senior
• Salary: Not specified
• Degree requirement: Professional Certificate
• Location requirements: Hybrid, Houston, United States

About the role

• Sr. Client Manager serving as a technical resource for clients in insurance and risk management. Managing policy activities and compliance while cultivating relationships with insurance partners.

Responsibilities

• Manages all policy activity and stewardship aspects in 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 ACA.
• Gathers the information needed to present to insurance company marketplace for proposals, presents options and makes appropriate recommendations.
• Conducts effective enrollment meetings as needed with prepared collaterals.
• Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with high attention to detail.
• Manages some house 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.
• Knows the requirements and attributes of all insurance company partners while maintaining in depth knowledge of the company and their website resources.
• Presents risks to the insurance marketplace for quoting, as needed.
• Receives phone calls and email requests for options and changes to existing coverage and/or new policies.
• Meets with clients at the firm office or occasionally at their place of business.
• Looks for opportunities to improve the firm, Business Segment and processes. Brings issues and discrepancies to the attention of appropriate leadership.

Requirements

• Obtain and maintain state insurance license or other 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).
• 5+ years of insurance related experience.
• Demonstrated effective presentation skills through both verbal and written communications.
• Working knowledge of appropriate software.
• Demonstrates the firm’s core values, exuding behavior that is aligned with the corporate culture.

Benefits

• Not specified