Managing Director - Employee Benefits

The Baldwin Group•Irvine, CA

About The Position

The Managing Director for Employee Benefits leads and manages to ensure client satisfaction and firm profitability as well as being responsible for the planning, organizing, staffing, and operational activities of the client experience. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country. At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible. The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

Requirements

Has a high level of technical insurance knowledge, is organized, and possesses excellent verbal and written communication skills.
Possesses the ability to cast vision, develop effective strategies and tactics, and create positive motivation for business segment colleagues.
Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture.
Maintains all licenses as required by the State Department of Insurance to provide consultation and financial risk transfer solutions in states where the firm functions.
Possesses a minimum 10 to 15 years experience in employee benefits with at least 5 years at a Senior Leadership level

Responsibilities

Creates, establishes and manages Business Segment strategies and plans to ensure that overall business goals, profitability, and retention goals are met in partnership with the Managing Director of Sales.
Effectively recruits, coaches, mentors, manages and assists in the professional development of Team Leads and colleagues.
Manages to the targeted financial performance metrics of the Business Segment.
Maintains positive relationships with appropriate insurance company partner representatives through proper contacts and effective communication.
Works with other marketing colleagues on specific business plans with select markets to maximize the client experience.
Ensures high levels of client service and satisfaction by improving ongoing service delivery, business development and commercial marketing methods.
Maintains a desirable mix of business and aggressively assists service colleagues and Advisors in rounding out the book of business.
Keeps informed regarding insurance technical knowledge, market trends, firm automation, company information, and other operating techniques.
Looks for opportunities to improve the firm, business segment and processes.
Brings issues and discrepancies to the attention of appropriate leadership.
Establishes the organization's strategic and operational performance at all levels.
Partners with leadership to provide ongoing strategic insight and planning around financial performance, growth, and overall success.
Aligns with leadership to develop a strategic plan to advance the firm’s mission and objectives and to promote revenue, profitability, community support and growth as an organization.
Executes on agreed revenue, profitability, and growth strategies.
Drives business unit operations to insure efficiency, quality, service, and cost-effective management of resources.
Evaluates and refines sales and service strategy, in order to enhance the client experience and increase sales velocity and client retention.
Builds and sustains a high-performance culture through attracting, developing, and retaining a highly motivated and effective sales, service, and support team.
Inspires loyalty and commitment necessary to maintain motivated, productive, and competent colleagues.
Reviews key performance indicators, activity reports and financial statements to determine progress and status in attaining objectives and revise objectives and plans in accordance with current conditions.
Establishes, gains approval, and ensures the development of the annual business unit operating budgets.
Represents the firm at industry groups, insurer meetings, and at formal functions.
Builds a network of clients, prospects, centers of influence and industry contacts using personal contacts, special events, community events, and industry events.