Sr. Client Manager, Employee Benefits - IAS, Southwest

Position Summary The Sr Client Manager, Employee Benefits serves as a technical resource to clients, advisors, insurance company partners and prospects while providing prompt, efficient and high-quality service. Primary Responsibilities Manage all policy activity and stewardship aspects in book of business. Analyze and report on relevant claims data for larger accounts, spotting trends and comparing client data to industry benchmarks. Ensure client compliance with respect to benefits and serve as an informed resource on the impact of ACA. Gather the information needed to present to insurance company marketplace for proposals, present options and make appropriate recommendations. Conduct effective enrollment meetings as needed with prepared collaterals. Maintain a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners, to minimize potential errors and omissions claims while demonstrating strong organizational skills with high attention to detail. Manage some house accounts without assistance from leadership and/or an Advisor. Review 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. Cultivate strong relationships with insurance company partners. Know the requirements and attributes of all insurance company partners while maintaining in‑depth knowledge of the company and their website resources. Present risks to the insurance marketplace for quoting, as needed. Receive phone calls and email requests for options and changes to existing coverage and/or new policies. Meet with clients at the firm office or occasionally at their place of business. Look for opportunities to improve the firm, Business Segment, and processes. Bring issues and discrepancies to the attention of appropriate leadership. Education, Experience, Skills and Abilities 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. Special Working Conditions Fast‑paced, multi‑tasking environment. Some travel may be required. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons. 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. #J-18808-Ljbffr Baldwin Group Colleague, Inc.