Benefits Technology Specialist - Insurance Advisory Solutions, West Region

Benefits Technology Specialist

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group, takes a holistic and tailored approach to insurance and risk management.

The Benefits Technology Specialist works alongside the technology team and the Employee Benefits business segment by configuring and maintaining the benefits eligibility management system offered to clients. The Benefits Technology Specialist is responsible for ensuring data accuracy within the system, providing client demonstrations, and training clients on use of the site. The Benefits Technology Specialist builds and maintains colleague and client relationships, undertakes new opportunities, and learns and researches independently as needed.

Principal Responsibilities:

• Builds and customizes Eligibility Management System for assigned group and/or locations
• Manages multiple EDI and Data Exchange File Implementations taking full responsibility for timeliness and communications with EBG service team and insurance partners for assigned group and/or locations
• Maintains knowledge of Eligibility Management System capabilities
• Develops systems training materials and conducts training for clients and internal colleagues
• Assists in maintaining the vendor and process documents
• Manages complex issues from clients and EBG Team
• Perform system audits and conduct transactional and system analyses to resolve EDI discrepancy reports
• Defines insurance partner/vendor EDI file specifications
• Assists colleagues and clients in resolving and monitoring program data and/or reporting issues
• Aids in analyzing, evaluating, and prioritizing requirements to deliver business process or automated application solutions, including end user acceptance testing of automation, to address business needs.
• Documents all activity in on-line client file to ensure quality and responsiveness
• Acts as secondary resources to the Employee Benefits Team and/or clients
• Maintains a concern for timeliness and completeness when interacting with clients, firm and insurance company partners to minimize potential for errors and omissions claims
• Cultivates strong relationships with insurance company partners and is responsible for knowing carrier requirements and attributes.
• Looks for opportunities to improve the firm, business segment and processes; brings issues and discrepancies to the attention of appropriate leadership

Knowledge, Skills and Abilities:

• 2 plus years of working experience with benefit administration, payroll, and/or HRIS systems
• Superb client relations/customer service skills
• Possesses an advanced working knowledge of Microsoft Excel, including the ability to manipulate data, compare and contrast two data sets, perform pivot tables and lookups
• Demonstrates strong organizational skills and high attention to detail
• Demonstrates effective presentation skills through both verbal and written communications.
• Possesses the ability to learn appropriate insurance company and firm software systems.
• Possesses the ability to grow in benefits product knowledge.
• Demonstrates the ability to prioritize workloads while maintaining deadlines.
• Demonstrates the ability to interact and communicate effectively within a team environment to share knowledge and manage workflows.
• Current Life & Health Insurance License, 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
• Must demonstrate core values, exuding behavior aligned with the firm's culture.

Special Working Conditions:

• Periodic local travel may be required.

Job can be performed on a hybrid schedule out of Irvine, CA office or remotely in Pacific Time Zone.

The starting pay is $70,000-80,000 annually. Salary is negotiable at time of hire.