Client Manager, Employee Benefits - Remote

Overview

The Client Manager, Employee Benefits at The Baldwin Group is responsible for servicing client needs in employee benefits, ensuring efficient management of client presentations and marketing efforts.

In Short

• Manage client service calendar and onboarding processes.
• Prepare claim reports and renewal details for clients.
• Conduct effective enrollment meetings with prepared collateral.
• Maintain communication with clients and insurance partners.
• Present executive summaries including claim experience and renewal recommendations.
• Review existing programs for additional insurance needs.
• Cultivate strong relationships with clients and partners.
• Demonstrate strong organizational skills and attention to detail.
• Look for opportunities to improve processes within the firm.
• Adhere to the firm's core values and culture.

Requirements

• Bachelor's degree preferred plus 2+ years of related experience.
• Current state License required.
• Strong presentation skills, both verbal and written.
• Moderate to advanced knowledge of Microsoft Word, Excel, Publisher, Outlook, and PowerPoint.
• Ability to learn insurance company and firm software systems.

Benefits

• Opportunity to work with a national firm with a vast network.
• Supportive corporate culture focused on client success.
• Equal employment opportunity firm.