Client Executive, Employee Benefits

The Baldwin Group

Employee Benefits Client Executive managing large benefit plans for The Baldwin Group, an insurance brokerage. Advising clients on compliance, claims trends, renewals, and risk management solutions.

Posted 8/4/2026full-timeRockwall • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing large client benefit plans, ensuring compliance with regulations such as ACA, FMLA, and ERISA, while effectively analyzing claims data and cultivating relationships with insurance partners.

Highest-signal resume keywords

Insurance License ManagementClient Benefits ComplianceClaims Data AnalysisAccount Management LeadershipProcess Improvement Identification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Claims Data AnalysisClient Benefits CompliancePolicy Activity ManagementReporting and Compliance FulfillmentInsurance and Benefits ExperienceMicrosoft ExcelMicrosoft PowerPointMicrosoft WordMicrosoft PublisherInsurance Software Systems

Soft Skills

Strong Communication SkillsPresentation SkillsInterpersonal SkillsOrganizational SkillsAttention to Detail

Certifications & Qualifications

CEBSSPHRPHR

Industry Keywords

FMLACOBRAACAERISABenefit PlansInsurance IndustryAccount ManagementClient Relationship ManagementGovernment RegulationsProcess Improvement

About the role

Key responsibilities & impact

Lead the tactical and operational design, development, implementation, administration, and communication of assigned large client benefit plans
Manage policy activity and stewardship for the assigned book of business
Analyze and report claims data, identify trends, and compare client data with industry benchmarks
Ensure client benefits compliance and advise clients on ACA and future government changes
Maintain knowledge of government regulations and ensure compliance with FMLA, COBRA, ACA, ERISA, and other applicable laws
Fulfill reporting and compliance requirements
Manage large accounts independently
Review accounts for additional insurance lines and renewal changes
Cultivate relationships with insurance company partners
Manage changing priorities and complete special projects
Identify process improvement opportunities and escalate issues and discrepancies to leadership

Requirements

What you’ll need

Obtain and maintain state insurance license(s), or be willing and able to obtain required licenses within the first 90 days
Bachelor’s degree in Human Resource Management, Accounting, Finance, Business, or related concentration is preferred
CEBS, SPHR, or PHR certification is preferred
Minimum five years of insurance and/or benefits-related experience, including leading an account management team
Intermediate to advanced knowledge of Microsoft PowerPoint, Publisher, Outlook, Excel, and Word
Ability to learn insurance company and firm software systems
Strong communication, presentation, and interpersonal skills
Ability to produce clear and effective communication for audiences
Ability to work effectively in a collaborative team environment
Strong organizational skills and attention to detail
Ability to manage multiple priorities in a fast-paced environment
Demonstrated alignment with the firm’s core values and culture
Willingness to travel as required