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Senior Client Manager, Employee Benefits
The Baldwin GroupSr. Client Manager offering technical resource and support in employee benefits at The Baldwin Group.
About the role
Key responsibilities & impact- Manages all policy activity and stewardship aspects in book of business
- Analyzes and reports on relevant claims data for larger accounts
- Ensures client compliance with respect to benefits
- Gathers the information needed to present to insurance company marketplace for proposals
- Conducts effective enrollment meetings as needed
- Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients
- Manages some house accounts without assistance from leadership
- Reviews existing accounts to determine if additional lines of insurance should be solicited
- Cultivates strong relationships with insurance company partners
- Looks for opportunities to improve the firm
Requirements
What you’ll need- Obtain and maintain state insurance license
- 5+ years of insurance related experience
- Demonstrated effective presentation skills
- Working knowledge of appropriate software
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
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Hard Skills & Tools
claims analysispolicy managementcompliance managementproposal developmentenrollment processesaccount reviewinsurance solicitationdata reportingrelationship management
Soft Skills
presentation skillsaccuracytimelinessclient interactionleadershiprelationship buildingproblem-solving
Certifications
state insurance license