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    Client Manager, Employee Benefits-BKS Partners - Jacksonville, United States - Baldwin Risk Partners

    Baldwin Risk Partners
    Baldwin Risk Partners Jacksonville, United States

    3 weeks ago

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    Description


    BRP is an award-winning entrepreneur led and inspired insurance distribution holding company delivering solutions that give our clients the peace of mind to pursue their purpose, passion and dreams.

    Our family of firms' best-in-class resources and diverse portfolio of services are innovating the industry by taking a holistic and tailored approach to insurance, risk management and employee benefits.

    The Client Manager, Employee Benefits services the employee benefit needs of our clients in a prompt and efficient manner.

    The Client Manager, Employee Benefits prepares all client presentations, including claim reports and renewal details, as well as preparing client data for marketing efforts to seek alternative coverages and plans.


    Position Summary:
    The Client Manager, Employee Benefits services the employee benefit needs of our clients in a prompt and efficient manner.

    The Client Manager, Employee Benefits prepares all client presentations, including claim reports and renewal details, as well as preparing client data for marketing efforts to seek alternative coverages and plans.


    Principal Responsibilities:


    Manage client service calendar including new client onboarding, processing and negotiating renewals for all lines of coverage, compliance alerts and updates, 5500 filings, plan documentation (SPDs, SBCs, Wrap Documents, certificates of insurance, policies, etc.), and Open Enrollment preparation and execution.

    Prepare and present executive summaries for clients, including claim experience, benchmarking, rate renewals and exhibits, plan design alternatives, contribution modeling, and renewal recommendations.

    Manage all policy activity aspects of assigned accountsPresent risks to the insurance marketplace for quoting, as neededCommunicate clear expectations to the client regularly, professionally, and proactively.

    Maintain a priority for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners, demonstrating strong organizational skills with high attention to detailManage client inquiries and work with insurance partners and/or internal teams to resolve client issues.

    Conduct effective enrollment meetings, as needed with prepared collateralReview existing programs to determine if additional lines of insurance should be added, and solicit proposals from the marketplace to suit the needs of the client.

    Cultivate strong relationships with clients and insurance company partnersResponsible for knowing the requirements and attributes of all insurance company partners while maintaining in depth knowledge of the company and their website resourcesLook for opportunities to improve the firm, business segment and processes.

    Brings issues and discrepancies to appropriate leadershipEducation, Experience, Skills and Abilities Requirements:
    Strong presentation skills, both verbal and written communicationsCurrent state License requiredBachelor's degree preferred plus 2+ years of related experienceModerate to advanced knowledge of Microsoft Word, Excel, Publisher, Outlook, and PowerPoint and ability to learn any other appropriate insurance company and firm software systemsDemonstrates firm's core values, exuding behavior that is aligned with corporate culture#LI-NS1Click here for some insight into our culture
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