Employee Benefits Specialist

4 weeks ago


Rockwall, Texas, United States Baldwin Risk Partners Full time

The Baldwin Group is a leading insurance brokerage firm that delivers expertly crafted solutions for Commercial Insurance, Risk Management, Employee Benefits, and more. Our team of experts takes a holistic approach to insurance and risk management, providing tailored strategies to clients across the U.S. and abroad.

Job Summary:

The Employee Benefits Specialist will be responsible for servicing the employee benefit needs of our clients in a prompt and efficient manner. This includes preparing client presentations, claim reports, and renewal details, as well as preparing client data for marketing efforts.

Key Responsibilities:
  • Manage client service calendar, including new client onboarding, renewals, compliance alerts, and Open Enrollment preparation.
  • Prepare and present executive summaries for clients, including claim experience, benchmarking, and renewal recommendations.
  • Manage all policy activity aspects of assigned accounts.
  • Present risks to the insurance marketplace for quoting, as needed.
  • Communicate clear expectations to clients regularly, professionally, and proactively.
  • Maintain a priority for accuracy, timeliness, and completion when interacting with clients, the firm, and insurance company partners.
  • Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues.
  • Cultivate strong relationships with clients and insurance company partners.
Requirements:
  • Strong presentation skills, both verbal and written communications.
  • Current state License required.
  • Bachelor's degree preferred plus 2+ years of related experience.
  • Knowledge of Microsoft Word, Excel, Publisher, Outlook, and PowerPoint, and ability to learn other software systems.

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