Sr. Client Manager Insurance Advisory Solutions, Southwest Region

Position: Sr. Client Manager, Employee Benefits - Insurance Advisory Solutions, Southwest Region
Location: Northern

## Sr. Client Manager, Employee Benefits - Insurance Advisory Solutions, Southwest Region Apply:
San Antonio, Texas, US:
Full time:
Posted Yesterday:
JR110316

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 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 Manager, Employee Benefits serves as a technical resource to clients, advisors, insurance company partners and prospects while providing prompt, efficient and high-quality service.

The Sr Client Manager, Employee Benefits serves as a technical resource to clients, advisors, insurance company partners and prospects while providing prompt, efficient and high-quality service.## Principal Responsibilities:
* Manages all policy activity and stewardship aspects in 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 ACA.
* Gathers the information needed to present to insurance company marketplace for proposals, presents options and makes appropriate recommendations.
* Conducts effective enrollment meetings as needed with prepared collaterals.
* Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with high attention to detail.
* Manages some house 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.
* Knows the requirements and attributes of all insurance company partners while maintaining in depth knowledge of the company and their website resources.
* Presents risks to the insurance marketplace for quoting, as needed.
* Receives phone calls and email requests for options and changes to existing coverage and/or new policies.
* Meets with clients at the firm office or occasionally at their place of business.
* Looks for opportunities to improve the firm, Business Segment and processes.  Brings issues and discrepancies to the attention of appropriate leadership.## Education,…