Employee Benefits Client Executive - Insurance Advisory Solutions, Southwest Region

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 (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.

The Employee Benefits Client Executive is responsible for the tactical and operational leadership in the design, development, implementation, administration, and communication of all assigned large client medical plans, including making appropriate recommendations based on long term objectives.

Principal Responsibilities:

• Manages financial performance and stewardship aspects of clients’ group health plans.

• Build financial analyses with the assistance of underwriting and our population health consultant and deliver the results to clients and prospects. 

• Analyzes and reports on relevant claims data for larger accounts, spotting trends and comparing client data to industry benchmarks.

• Attend C-Suite meetings independently.

• Serve as a resource for, and maintain relationships with, clients regarding health plan strategy and financials.

• Ensures client compliance with respect to benefits and serves as an informed resource to clients on the impact of the ACA and future government changes.

• Promotes a culture of vigilance, accountability, collaboration, strong ethical standards and a high degree of client satisfaction.

• Maintains a concern for accuracy, timeliness and completion when interacting with clients, the firm and insurance company partners to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.

• Manages large accounts without assistance from leadership and/or an Advisor.

• Cultivates strong relationships with insurance company partners.

• Manages various priorities and adapts to continually changing job responsibilities.

• Looks for opportunities to improve the firm, Business Segment, and processes.

• Bring issues and discrepancies to the attention of appropriate leadership.

•  Completes special projects as assigned.

• Assist the underwriting team during our peak seasons. 

Education, Experience, Skills and Abilities Requirements:

• Obtain and maintain 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).

• Bachelor’s degree in Human Resource Management, Accounting, Finance, Business, or other related concentration, is preferred. Certified Employee Benefits Specialist (CEBS), SPHR or PHR is also preferred.

• Minimum of five (5) years of insurance and/or benefits related experience, including leading an account management team

• Intermediate to advanced knowledge of Microsoft PowerPoint, Publisher, Outlook, Excel, and Word.

• Ability to learn appropriate insurance company and firm software systems.

• Strong communication, presentation, and interpersonal skills; demonstrated ability to produce clear and effective communication to audiences.

• Capability to work effectively in a collaborative team environment.

• Demonstrates the firm’s core values, exuding behavior that is aligned with the firm’s culture.

Special Working Conditions:

• Fast paced, multi-tasking environment.

• Some travel is required.

• Hybrid opportunity in Dallas, Texas

IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.