Current jobs related to Client Service Specialist, Employee Benefits - Irvine, California - Baldwin Risk Partners
-
Bilingual Employee Benefits Coordinator
2 hours ago
Irvine, California, United States Flex Employee Services Full time{"title": "Bilingual Employee Benefits Account Coordinator", "description": "Job SummaryWe are seeking a highly skilled and bilingual employee benefits account coordinator to join our team at Flex Employee Services. As a key member of our team, you will be responsible for providing exceptional support to our clients and ensuring the smooth administration of...
-
Client Manager, Employee Benefits Specialist
2 weeks ago
Irvine, California, United States Burnham Full timeAbout the RoleBurnham is a team of talented and dedicated consultants uniquely equipped to solve the biggest challenges facing your organization and its people. Our expert advisors craft custom solutions to address your needs in the areas of employee benefits, risk mitigation, and wealth management. Over 25 years, the innovative solutions and bottom-line...
-
Irvine, California, United States Burnham Full timeAbout the RoleBurnham is a leading provider of innovative solutions to address the biggest challenges facing organizations and their people. Our expert advisors craft custom solutions to address client needs in the areas of employee benefits, risk mitigation, and wealth management.Job Summary:The Senior Client Manager, Employee Benefits Specialist serves as...
-
Client Manager, Employee Benefits Specialist
2 weeks ago
Irvine, California, United States Burnham Full timeAbout the RoleBurnham is a team of talented and dedicated consultants uniquely equipped to solve the biggest challenges facing your organization and its people. Our expert advisors craft custom solutions to address your needs in the areas of employee benefits, risk mitigation, and wealth management. Over 25 years, the innovative solutions and bottom-line...
-
Client Service Coordinator
1 week ago
Irvine, California, United States Advisor Employee Services Full timeClient Service AdministratorWe are seeking a highly organized and detail-oriented Client Service Administrator to join our team at Advisor Employee Services. As a key member of our team, you will be responsible for providing exceptional client service, managing client relationships, and supporting our financial advisors.Key Responsibilities:Provide timely...
-
Client Service Coordinator
2 weeks ago
Irvine, California, United States Advisor Employee Services Full timeClient Service AdministratorWe are seeking a highly organized and detail-oriented Client Service Administrator to join our team at Advisor Employee Services. As a key member of our team, you will be responsible for providing exceptional client service, managing client relationships, and supporting our financial advisors in their daily activities.Key...
-
Irvine, California, United States Burnham Full timeAbout the RoleBurnham is a team of talented and dedicated consultants uniquely equipped to solve the biggest challenges facing your organization and its people. Our expert advisors craft custom solutions to address your needs in the areas of employee benefits, risk mitigation, and wealth management. Over 25 years, the innovative solutions and bottom-line...
-
Client Service Coordinator
2 weeks ago
Irvine, California, United States Advisor Employee Services Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Client Service Administrator to join our team at Advisor Employee Services. As a key member of our team, you will be responsible for providing exceptional client service and support to our financial advisors and clients.Key ResponsibilitiesProvide timely and accurate responses to client...
-
Senior Client Manager
6 days ago
Irvine, California, United States Burnham Full timeJob Title: Senior Client Manager, Employee BenefitsBurnham is a team of dedicated professionals who provide innovative solutions to address the biggest challenges facing organizations and their people. Our expert advisors craft custom solutions to address client needs in the areas of employee benefits, risk mitigation, and wealth management.Job Summary:The...
-
Senior Client Manager
5 days ago
Irvine, California, United States Baldwin Risk Partners Full timeJob SummaryBaldwin Risk Partners is seeking a highly skilled and experienced Senior Client Manager to join our team. As a key member of our Employee Benefits department, you will be responsible for providing exceptional service to our clients, analyzing claims data, and developing strategic solutions to meet their needs.Key ResponsibilitiesManage client...
-
Senior Client Manager
14 hours ago
Irvine, California, United States Baldwin Risk Partners Full timeJob SummaryWe are seeking a highly skilled Senior Client Manager - Employee Benefits to join our team at Baldwin Risk Partners. As a key member of our team, you will be responsible for providing technical expertise and exceptional service to our clients, advisors, and insurance company partners.Key ResponsibilitiesManage all policy activity and stewardship...
-
Irvine, California, United States Burnham Full timeAt Burnham, we pride ourselves on having a team of skilled and committed consultants ready to tackle the most significant challenges your organization and its workforce face. Our seasoned advisors develop tailored solutions to meet your needs in employee benefits, risk management, and financial planning. With over 25 years of experience, the innovative...
-
Account Specialist I
3 weeks ago
Irvine, California, United States Aon Full timeAbout the RoleAon is seeking an experienced Account Specialist I to join our team in Los Angeles. As an Account Specialist I, you will play a key role in supporting our clients and account teams in managing key processes and client-facing activities.Key ResponsibilitiesClient Support: Assist Account Executives and Associate Account Executives on assigned...
-
Employee Benefits Consultant
2 weeks ago
Irvine, California, United States Burnham Full time{"Job Title": "Client Manager, Employee Benefits", "Job Description": "Job SummaryBurnham is a team of experienced consultants dedicated to delivering tailored solutions to address the complex challenges facing your organization and its people. Our expert advisors craft custom solutions to address your needs in the areas of employee benefits, risk...
-
Irvine, California, United States Woodruff Sawyer Full timeAbout the RoleWe are seeking an experienced Account Manager to join our Employee Benefits Practice. As a key member of our team, you will play a pivotal role in the placement, renewal, and overall service of new and existing clients.Key ResponsibilitiesSuccessfully handle multiple clients, following the service requirements and recommended approaches of the...
-
Employee Benefits Account Manager
3 weeks ago
Irvine, California, United States Burnham Full timeAt Burnham, we pride ourselves on having a team of skilled and committed consultants ready to tackle the most significant challenges your organization faces regarding its workforce. Our knowledgeable advisors develop tailored solutions to meet your requirements in employee benefits, risk management, and financial planning. With over 25 years of experience,...
-
Employee Benefits Account Manager
4 weeks ago
Irvine, California, United States Burnham Full timeAt Burnham, we pride ourselves on our team of skilled and committed consultants who are adept at addressing the most significant challenges faced by organizations and their personnel. Our knowledgeable advisors develop tailored solutions to meet your requirements in employee benefits, risk management, and financial planning. With over 25 years of experience,...
-
Senior Client Services Professional
6 days ago
Irvine, California, United States Advisor Business Solutions Full timeSenior Client Services SpecialistWe are seeking a highly skilled and detail-oriented Senior Client Services Specialist to join our team at Advisor Business Solutions. As a key member of our client services team, you will be responsible for providing exceptional support to our wealth advisors and managers, ensuring seamless client onboarding and account...
-
Client Engagement Specialist
4 weeks ago
Irvine, California, United States 31 Consulting Full timeClient Engagement Specialist / Appointment SetterWhy 31 Consulting?Become a vital part of a forward-thinking organization that values your input. At 31 Consulting, we focus on acknowledging your contributions, nurturing a cooperative work atmosphere, and committing to your career advancement.We are looking for self-driven individuals to step into the role of...
-
Senior Benefits Specialist
2 days ago
Irvine, California, United States Baldwin Risk Partners Full timeJob SummaryBaldwin Risk Partners is seeking a highly skilled and experienced Senior Client Service Specialist, Employee Benefits to join our team. As a key member of our Employee Benefits group, you will be responsible for providing exceptional service to our clients, insurance company partners, and prospects.Key ResponsibilitiesManage the open enrollment...
Client Service Specialist, Employee Benefits
3 months ago
POSITION SUMMARY:
- The Client Service Specialist, Employee Benefits operates as a resource to the Employee Benefits group, Advisors, clients, insurance company partners and prospects by providing a prompt, efficient and high-quality service. They are willing to build and maintain colleague relationships, face new opportunities, and learn and research independently when needed.
- 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.
- Produces required reports and extracts from appropriate agency management system(s).
- Receives and maintains benefits administration requests from assigned accounts including eligibility management items such as adds, changes and terminations in benefit administration systems.
- Provides secondary Employee Care Center support for all Employee Benefits group clients.
- Provides claims advocacy for clients.
- Assists with collating EBG presentations and marketing materials.
- Is responsible for client enrollment kit fulfillment that involves revising necessary materials, printing, scheduling with clients, and presenting the open enrollment meetings, in person or via e-presentation.
- Generates external communications, including but not limited to benefit administration, claims, renewals, evidence of insurability, COBRA, and client concerns, as needed.
- Cultivates strong relationships with insurance company partners.
- Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in-depth knowledge of the company and their website resources.
- Is available as a secondary resource to clients if primary resource and/or team is unavailable.
- Maintains compliance documents and performs updates to them when necessary.
- Responsible for communications and providing printed materials to clients, employees, and vendors, with regards to COBRA renewals.
- Responsible for communications and providing printed materials to the Employee Benefits group, insurance company partners, and clients, about the renewal process
- Conducts effective enrollment meetings, as needed.
- Looks for opportunities to improve the firm, Business Segment and processes.
- Brings issues and discrepancies to the attention of appropriate leadership.
- Certification(s): None required; None preferred
- License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred
- Strong presentation skills, both verbal and written communications.
- Capacity to manage multiple tasks while using strong reasoning and analytical skills.
- Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture
- Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Ability to learn any other appropriate program or software system used by the firm as necessary
- None
- Fast paced multi-tasking environment
- Travel may be required.
- 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 accommodations to applicants and colleagues who need them for medical or religious reasons.
- BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.
#LI-MD1
Click here for some insight into our culture