Managing Director - Employee Benefits (Irvine)

Job Description Summary

Managing Director for Employee Benefits leads and manages to ensure client satisfaction and firm profitability, as well as being responsible for the planning, organizing, staffing, and operational activities of the client experience.

Responsibilities

• Creates, establishes and manages Business Segment strategies and plans to ensure that overall business goals, profitability, and retention goals are met in partnership with the Managing Director of Sales.
• Effectively recruits, coaches, mentors, manages and assists in the professional development of Team Leads and colleagues.
• Manages the Business Segment to meet targeted financial performance metrics.
• Maintains positive relationships with insurance company partner representatives through proper contacts and effective communication.
• Works with marketing colleagues on specific business plans with selected markets to maximize the client experience.
• Ensures high levels of client service and satisfaction by improving ongoing service delivery, business development and commercial marketing methods.
• Maintains a desirable mix of business and aggressively assists service colleagues and Advisors in rounding out the book of business.
• Keeps informed regarding insurance technical knowledge, market trends, firm automation, company information, and other operating techniques.
• Looks for opportunities to improve the firm, business segment and processes.
• Brings issues and discrepancies to the attention of appropriate leadership.
• Establishes the organization’s strategic and operational performance at all levels.
• Partners with leadership to provide ongoing strategic insight and planning around financial performance, growth, and overall success.
• Aligns with leadership to develop a strategic plan to advance the firm’s mission and objectives and promote revenue, profitability, community support, and growth.
• Executes on agreed revenue, profitability, and growth strategies.
• Drives business unit operations to ensure efficiency, quality, service, and cost‑effective management of resources.
• Evaluates and refines sales and service strategy to enhance the client experience and increase sales velocity and client retention.
• Builds and sustains a high‑performance culture through attracting, developing, and retaining a highly motivated and effective sales, service, and support team.
• Inspires loyalty and commitment necessary to maintain motivated, productive, and competent colleagues.
• Reviews key performance indicators, activity reports and financial statements to determine progress and status in attaining objectives and revises objectives and plans in accordance with current conditions.
• Establishes, gains approval, and ensures the development of the annual business unit operating budgets.
• Represents the firm at industry groups, insurer meetings, and at formal functions.
• Builds a network of clients, prospects, centers of influence, and industry contacts using personal contacts, special events, community events, and industry events.

Knowledge, Skills & Abilities

• High level of technical insurance knowledge.
• Highly organized and possesses excellent verbal and written communication skills.
• Ability to cast vision, develop effective strategies and tactics, and create positive motivation for business segment colleagues.
• Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture.

Education & Experience

• Maintains all licenses required by the State Department of Insurance to provide consultation and financial risk transfer solutions in states where the firm operates.
• Minimum 10–15 years of experience in employee benefits, with at least 5 years at a senior leadership level.

Compensation

Starting pay $250,000+ per year.

Equal Employment Opportunity Statement

The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.