Associate Client Executive, Employee Benefits - IAS Northeast

The Baldwin Group•Bethesda, MD

1d•Hybrid

About The Position

The Associate Client Executive is responsible for assisting with the tactical and operational leadership of the design, development, implementation, administration, and communication of assigned large client benefit plans, including helping make recommendations based on long-term objectives. The role manages large accounts independently and supports client compliance, benefits administration, and account stewardship. It also requires maintaining strong relationships with clients and insurance company partners, adapting to changing priorities, and contributing to process improvement. The work takes place in a fast-paced, multi-tasking environment and requires some travel.

Requirements

Obtain and maintain state insurance license(s) as required to provide risk management consulting or risk transfer solutions in states where the firm operates, or be willing and able to obtain all required licenses within the first 90 days of employment.
At least 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 applicable insurance company and firm software systems.
Strong communication, presentation, and interpersonal skills, with the ability to produce clear and effective communications for different audiences.
Ability to work effectively in a collaborative team environment.
Demonstrate the firm’s core values and behavior aligned with its culture.
Strong organizational skills and attention to detail.

Nice To Haves

Bachelor’s degree in Human Resource Management, Accounting, Finance, Business, or another related concentration.
Certified Employee Benefits Specialist (CEBS), SPHR, or PHR certification.

Responsibilities

Manage all policy activity and stewardship aspects for the assigned book of business.
Analyze and report relevant claims data for larger accounts, identify trends, and compare client data with industry benchmarks.
Ensure client benefits compliance and serve as an informed resource on the impact of the ACA and future government changes.
Maintain knowledge of government regulations and ensure compliance with FMLA, COBRA, ACA, ERISA, and other applicable laws and regulations, including reporting and compliance requirements.
Promote vigilance, accountability, collaboration, strong ethical standards, and high client satisfaction.
Maintain accuracy, timeliness, and completion in interactions with clients, the firm, and insurance company partners to minimize potential errors and omissions claims.
Manage large accounts without assistance from leadership and/or an Advisor.
Review existing accounts to identify additional insurance lines to solicit and changes to consider throughout the year and at renewal.
Cultivate strong relationships with insurance company partners.
Manage competing priorities and adapt to changing job responsibilities.
Identify opportunities to improve the firm, Business Segment, and processes; bring issues and discrepancies to appropriate leadership.
Complete special projects as assigned.