Director, Benefits Technology - IAS, West

Posted 11 Days Ago
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Hiring Remotely in Irvine, CA, USA
In-Office or Remote
185K-204K Annually
Senior level
Insurance
The Role
Leads the Benefits Technology team and oversees benefit eligibility, HRIS, payroll, EDI, carrier-site, infrastructure, and technology solution systems. Establishes strategic goals, manages projects and vendors, negotiates system fees, supports client implementations, and drives process automation. The role includes team leadership, mentoring, performance management, client relations, system security, requirements prioritization, and business process improvement. Periodic local travel may be required.
Summary Generated by Built In
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 Director, Benefits Technology leads the technology team and works alongside the Employee Benefits business segment by overseeing benefit eligibility management systems offered to clients. The Director, Benefits Technology is responsible for the tactical and operational leadership of team projects, manages benefit carrier sites, supports colleagues in undertaking new opportunities and developing their careers, and promotes and maintains strong colleague and client relationships.

Principal Responsibilities:

  • Lead EBG Technology Team and activities
  • Develop and drive EBG Technology annual goals and objectives
  • Keeps colleagues up-to-date on decisions, changes, and other relevant information, and articulates reason behind the decisions
  • Creates an environment for open feedback through effective communication and regular meetings to address concerns regarding new requirements
  • Evaluates colleague performance by providing objective and timely feedback on an ongoing informal basis; conducts annual performance evaluations incorporating 360 feedback
  • Coaches, mentors, and trains team colleagues on a continuous basis
  • Oversee EBG Technology Solution Systems, their infrastructure, and administration
  • Develop long term strategic business plan for EBG Technology Team that is scalable for rapid firm growth
  • Oversee Project Management process, vendor support services, and technology solutions access
  • Develop and communicate solutions to resolve complex issues
  • Oversee EDI with insurance companies, HRIS, and payroll systems; manage RFIs for clients adopting new Payroll systems
  • Negotiate Fees for systems and services
  • Represent organization at national meetings
  • Research and identify new products, system developments, database management and administration trends
  • Evaluate and establish procedures/technologies to ensure system security
  • Partner with leadership team to assess how EBG Technology Solutions can best streamline processes and add business value, create an equivalent electronic process to improve business speed and internal costs
  • Encourages Technology team to analyze, evaluate and prioritize requirements to deliver business process or automated application solutions to address business needs
  • Promotes the firm culture and a high degree of client satisfaction
  • Looks for opportunities to improve the firm, Business Segment and processes; brings issues and discrepancies to the attention of appropriate leadership
  • Completes special projects as assigned

Knowledge, Skills and Abilities:

  • Minimum of five (5) years working experience with benefit administration systems, payroll systems and/or HRIS systems and team leadership experience
  • Superb client relations skills with the ability to diffuse tense situations
  • Experience in working and configuring an HRIS Database
  • Advanced knowledge of Microsoft Word and PowerPoint
  • Possesses an advanced working knowledge of Microsoft Excel, including the ability to manipulate data, compare two data sets, perform pivot tables and lookups.
  • Demonstrates strong organizational skills and high attention to detail
  • Demonstrates effective presentation skills through both verbal and written communications.
  • Possesses the ability to learn appropriate insurance company and firm software systems.
  • Possesses the ability to grow in benefits product knowledge.
  • Demonstrates the ability to multi-task and prioritize workloads while maintaining deadlines.
  • Demonstrates the ability to interact and communicate effectively within a team environment to share knowledge and manage workflows.
  • Current Florida 2-15 License, as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions
  • Must demonstrate core values, exuding behavior aligned with the firm’s culture.

Special Working Conditions:

  • Fast paced, multi-tasking environment.
  • Periodic local travel may be required.

The starting salary is $185,000-$204,000 annually. Salary is negotiable upon time of hire.

Click here for some insight into our culture!

The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Skills Required

  • At least five years of experience with benefit administration systems, payroll systems, and/or HRIS systems
  • Team leadership experience
  • Experience working with and configuring an HRIS database
  • Advanced knowledge of Microsoft Word and PowerPoint
  • Advanced Microsoft Excel skills, including data manipulation, dataset comparison, pivot tables, and lookups
  • Strong client relations skills and ability to diffuse tense situations
  • Strong organizational skills and attention to detail
  • Effective verbal, written, and presentation skills
  • Ability to learn insurance company and firm software systems
  • Ability to develop benefits product knowledge
  • Ability to multitask, prioritize workloads, and meet deadlines
  • Ability to communicate effectively within a team environment and manage workflows
  • Current Florida 2-15 license, as required
  • Behavior aligned with the firm's core values and culture

The Baldwin Group Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about The Baldwin Group and has not been reviewed or approved by The Baldwin Group.

  • Healthcare Strength Health coverage includes flexible medical options, 24/7 telemedicine, mental health support, company‑paid life and disability, plus dental and vision. Feedback suggests these comprehensive offerings contribute meaningfully to total rewards.
  • Leave & Time Off Breadth Time‑off programs span parental leave, paid holidays, paid sick days, and flexible PTO, with some teams citing unlimited PTO. Feedback suggests flexible PTO depth is a valued element of the package.
  • Equity Value & Accessibility Equity grants are provided to all new hires. Feedback suggests broad‑based equity can enhance perceived fairness and long‑term value.

The Baldwin Group Insights

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The Company
HQ: Tampa, Florida
3,080 Employees

What We Do

BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. 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 our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we Protect the Possible℠.

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