Client Relationship Manager, Employee Benefits

🕒 Maio 29

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The Baldwin Group

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

💸 Finanças

🤝 B2B

💰 $170.000.000 Post IPO debt em 2023-10

Finance • B2B

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