POSITION SUMMARY:
The Sr Client Executive is responsible for leading the tactical and operational leadership in the design, development, implementation, administration, and communication of all assigned client benefit plans, including making appropriate recommendations based on long term objectives.
PRIMARY RESPONSIBILITIES:
The Sr Employee Benefits Client Executive is responsible for leading the tactical and operational leadership in the design, development, implementation, administration, and communication of all assigned client benefit plans, including making appropriate recommendations based on long term objectives.
PRIMARY RESPONSIBILITIES
Manages a minimum of a book of business that generates a minimum of $1M in revenue.
Manages all policy activity and stewardship aspects in assigned book of business.
Analyzes and reports on relevant claims data for larger accounts, spotting trends and comparing client data to industry benchmarks.
Ensures client compliance with respect to benefits and serves as an informed resource to clients on the impact of the ACA and future government changes.
Sustains current knowledge of government regulations and ensures legal compliance with FMLA, COBRA, ACA, Employee Retirement Income Security Act (ERISA), and other applicable laws and regulations, including fulfilling reporting and compliance requirements.
Provides training and mentorship to the Client Executive Team to assigned book of business.
Promotes a culture of vigilance, accountability, collaboration, strong ethical standards and a high degree of client satisfaction.
Maintains a concern for accuracy, timeliness and completion when interacting with clients, the firm and insurance company partners to minimize potential for errors and omission claims while demonstrating strong organizational skills with a high attention to detail.
Manages large accounts without assistance from leadership and/or an Advisor.
Reviews existing accounts to determine if additional lines of insurance should be solicited and/or if changes need to be made throughout the year and at renewal.
Cultivates strong relationships with insurance company partners.
Manages various priorities and adapts to continually changing job responsibilities.
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.
Provides training and mentorship to Client Executive Team.
EDUCATION AND EXPERIENCE
Obtain and maintain state insurance license(s), 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.
Bachelor’s degree in human resources management, Accounting, Finance, Business, or other related concentration, is preferred.
Certified Employee Benefits Specialist (CEBS), SPHR, or PHR is preferred
Minimum of seven (7) years of insurance and/or benefits related experience, including leading an client management team.
KNOWLEDGE, SKILLS AND ABILITIES:
Strong communication, presentation, and interpersonal skills; demonstrated ability to produce clear and effective communication to audiences.
Capability to work effectively in a collaborative team environment.
Demonstrates the firm’s core values, exuding behavior that is aligned with the firm’s culture.
TECHNICAL, COMPUTER, SYSTEM SKILLS:
Intermediate to advanced knowledge of Microsoft apps: Excel, PowerPoint, Publisher, PowerPoint, Outlook, Word.
Ability to learn appropriate insurance company and firm software systems.
SPECIAL WORKING CONDITIONS:
Fast paced, multi-tasking environment.
Some travel is required.
IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the Firm.
Starting salary is $140,000+ and is negotiable at time of offer.
#LI-JL1
#LI-HYBRID
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
- Obtain and maintain state insurance license(s)
- Minimum of seven (7) years of insurance and/or benefits related experience, including leading a client management team
- Manage a book of business that generates a minimum of $1M in revenue
- Sustain knowledge of government regulations and ensure compliance with FMLA, COBRA, ACA, ERISA
- Ability to analyze and report on claims data and compare to industry benchmarks
- Provide training and mentorship to the Client Executive Team
- Strong communication, presentation, and interpersonal skills
- Intermediate to advanced knowledge of Microsoft Excel, PowerPoint, Publisher, Outlook, Word
- Bachelor's degree in HR Management, Accounting, Finance, Business, or related field
- Certified Employee Benefits Specialist (CEBS), SPHR, or PHR
- Ability to learn appropriate insurance company and firm software systems
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
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℠.
