Sr. Client Service Specialist, Employee Benefits - IAS, Southwest

BRP Group, Inc.-posted 18 days ago

Full-time • Mid Level

Hybrid • San Antonio, TX

Insurance Carriers and Related Activities

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The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Sr Client Service Specialist, Employee Benefits operates as a resource to the Employee Benefits group, Advisors, clients, insurance company partners and prospects by providing prompt, efficient, and high-quality service. They are capable of building and maintaining colleague relationships, facing new opportunities, and learning & researching independently. The Sr Benefits Analyst 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. POSITION SUMMARY: The Sr Client Service Specialist, Employee Benefits operates as a resource to the Employee Benefits group, Advisors, clients, insurance company partners and prospects by providing prompt, efficient, and high-quality service. They are capable of building and maintaining colleague relationships, facing new opportunities, and learning & researching independently. The Sr Benefits Analyst 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 the open enrollment process, follow-up, and debrief.
Leads implementation conference calls on behalf of BKS and the client.
Tests system and serves as a backup for Technology Consultant, including buildout of assigned clients' plans.
Manages client compliance projects.
Demonstrates accurate and complete record-keeping skills.
Makes contributions to the team, firm, and market segment (e.g., process efficiencies, templates, QPs, etc.)
Produces required reports and extracts from appropriate agency management system(s).
Receives and maintains benefits administration requests from assigned accounts including eligibility management items such as adds, changes, and terminations in benefit administration systems.
Provides claims advocacy for clients
Responsible for client enrollment kit fulfillment that involves revising necessary materials, printing, scheduling with clients, and presenting the open enrollment meetings.
Actively participates in client meetings.
Generates external communications, including but not limited to benefit administration, claims, renewals, evidence of insurability, COBRA, and client concerns.
Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in-depth knowledge of the company and their website resources.
Responsible for communications and providing printed materials to the Employee Benefits group, insurance company partners, and clients, about the renewal process.
Looks for opportunities to improve the firm, Business Segment, and processes.
Brings issues and discrepancies to the attention of appropriate leadership.

Experience (years and type of experience): 4 years of benefits experience, either from an insurance brokerage, insurance company partner, or through an HR role with a heavy emphasis on benefits required
License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required
Knowledge of Payroll/Benefit technology systems and data interface experience is strongly preferred.
Strong presentation skills, both verbal and written communications.
Capacity to manage multiple tasks while using strong reasoning and analytical skills.
Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture
Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Ability to learn any other appropriate program or software system used by the firm as necessary, including but not limited to Microsoft Publisher and Brokerage Builder

4+ years of benefits experience, either from an insurance brokerage, insurance company partner, or through an HR role with a heavy emphasis on benefits preferred
Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred
Experience with different types of medical funding arrangements, i.e., fully insured, level-funded, self-funded preferred.

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Sr. Client Service Specialist, Employee Benefits - IAS, Southwest

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