The Baldwin Group
Client Executive, Employee Benefits - IAS, West
Irvine, California, US
Sponsorship not specified$145k-$160kDetected 6 days ago
Account ManagementAccountingExcelLeadershipCommunicationCollaborationOrganizational SkillsMicrosoft Office
About the role
- Analyzes and reports on relevant claims data for larger accounts, spotting trends and comparing client data to industry benchmarks.
- Reviews existing accounts to determine if additional lines of insurance should be solicited and/or if changes need to be made throughout the year and at renewal.
- Looks for opportunities to improve the firm, Business Segment and processes.
Responsibilities
- Manages all policy activity and stewardship aspects in assigned book of business.
- 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.
- Manages large accounts without assistance from leadership and/or an Advisor.
- Cultivates strong relationships with insurance company partners.
- Manages various priorities and adapts to continually changing job responsibilities.
Requirements
- Intermediate to advanced knowledge of Microsoft PowerPoint, Publisher, Outlook, Excel, and Word.
- Ability to learn appropriate insurance company and firm software systems.
- demonstrated ability to produce clear and effective communication to audiences.
- Some travel is 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.
- other duties may be assigned as needs arise or as required to support the organization.
- Promotes a culture of vigilance, accountability, collaboration, strong ethical standards and a high degree of client satisfaction.
Nice to have
- Bachelor's degree in Human Resource Management, Accounting, Finance, Business, or other related concentration, is preferred.
Skills
- Education, Experience, Skills and Abilities Requirements:
Compensation
- The starting salary is $145,000-160,000 annually.
Benefits
- Ensures client compliance with respect to benefits and serves as an informed resource to clients on the impact of the ACA and future government changes.
- Education, Experience, Skills and Abilities
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