Client Relationship Manager, Employee Benefits

🕒 Maio 29

Candidatar-se

Encontrar Vagas Remotas Similares

Configurar Alerta de Email para Novas Vagas

📊 Verifique sua pontuação de currículo para esta vaga

Melhore suas chances de conseguir uma entrevista verificando sua pontuação de currículo antes de se candidatar.

Enviar Currículo

The Baldwin Group

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

💼 Consultoria

🏥 Saúde

⚖️ Jurídico

💰 $170.000.000 Post IPO debt em 2023-10

Consulting • Healthcare • Legal

O Baldwin Group é uma empresa nacional de consultoria especializada em gestão de riscos e corretagem de seguros, oferecendo soluções abrangentes para empresas e indivíduos. A empresa fornece seguros comerciais, benefícios para funcionários, consultoria de aposentadoria, serviços de gestão de riscos privados e de patrimônio, além de ofertas especiais como resseguros e MGAs, desenvolvendo estratégias personalizadas para proteger ativos e apoiar o crescimento. A empresa enfatiza a colaboração, insights de mercado e planos personalizados para empresas de diversos setores, assim como para pessoas de alto poder aquisitivo.

Descrição

• Build and maintain strong client relationships as the primary point of contact, proactively communicating expectations, updates, and strategic recommendations. • Assess client needs and develop tailored benefit solutions, including evaluating existing programs and identifying opportunities for additional coverage. • Lead the renewal process by preparing, analyzing, and effectively presenting benefit options, benchmarking, claim experience, contribution modeling, and plan design alternatives. • Manage the client service calendar, including onboarding, renewals, open enrollment preparation, compliance updates, and delivery of required plan documentation. • Ensure benefit programs comply with federal and state regulations (ERISA, HIPAA, ACA) and oversee related compliance activities such as 5500 filings and plan documents. • Liaise with carriers and vendors to negotiate contracts, resolve issues, solicit proposals, and manage policy activity to ensure timely, accurate service delivery. • Oversee new client onboarding in alignment with the Peace of Mind process, including timely C-suite engagement. • Partner with Client Success Specialists and internal teams to clarify data needs, monitor task progress, and maintain consistent, high-quality workflows.

🎯 Requisitos

• Bachelor’s degree in business, insurance, finance, or related field; professional insurance designation preferred. • Current state License required (Life & Health) • 2-4+ years of employee benefits and account management experience. • Excellent verbal and written communication skills to deliver presentations to decision-makers and employees. • Foundational understanding of employee benefits processes, and renewal workflows, including functional knowledge of plan funding types such as self‑funded and level‑funded. • Experience coordinating with offshore teams or third‑party partners is preferred.

🏖️ Benefícios

• Health insurance • Retirement plans • Paid time off • Flexible work arrangements • Professional development