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The Baldwin Group
The Baldwin Group
1,001 – 5,000 Employees
ConsultingHealthcareLegal
The Baldwin Group is a national advisory firm focused on risk management and insurance brokerage. Its services span commercial insurance, employee benefits, retirement consulting, private risk and wealth management, reinsurance, and managing general agent solutions. The firm works with businesses across industries and high-net-worth individuals, combining market insight with tailored strategies designed to protect assets and support long-term growth.
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Senior Client Executive, Employee Benefits — Irvine Hybrid

Lead employee benefits strategy, compliance, claims analysis, and client account management for The Baldwin Group in a senior client executive role. The position oversees complex accounts, including a book of business generating at least $1 million in revenue.

USUnited StatesCACalifornia
$175,000 / year
HybridFull-timeSeniorEnglish RequiredAccount ExecutiveSales

Description

  • Direct the tactical and operational design, implementation, administration, and communication of assigned employee benefits plans
  • Recommend strategies aligned with clients’ long-term objectives
  • Manage a book of business generating at least $1 million in revenue
  • Oversee policy activity and stewardship for assigned accounts
  • Analyze and report claims data for larger accounts, identifying trends and benchmarking client results against industry data
  • Ensure benefits compliance and advise clients on the effects of the ACA and future government changes
  • Stay current on regulations and maintain compliance with FMLA, COBRA, ACA, ERISA, and other applicable laws
  • Complete required reporting and compliance activities
  • Train and mentor the Client Executive Team
  • Manage large accounts independently without support from leadership or an Advisor
  • Review accounts for additional insurance lines and changes throughout the year or during renewal
  • Build and maintain relationships with insurance company partners
  • Adapt to shifting priorities and responsibilities
  • Identify opportunities to improve the firm, business segment, and operational processes
  • Escalate issues and discrepancies to the appropriate leaders
  • Complete assigned special projects

Requirements

  • Obtain and maintain any state insurance licenses required by the Department of Insurance to provide risk management consulting or risk transfer solutions in states where the firm operates
  • Bring at least seven years of insurance or employee benefits experience, including leadership of a client management team
  • Demonstrate strong communication, presentation, and interpersonal skills
  • Work effectively in a collaborative team environment
  • Use Microsoft Excel, PowerPoint, Publisher, Outlook, and Word at an intermediate to advanced level
  • Learn and use relevant insurance company and firm software systems
  • A bachelor’s degree in human resources management, accounting, finance, business, or a related field is preferred
  • CEBS, SPHR, or PHR certification is preferred
  • Work effectively in a fast-paced environment with multiple competing priorities

Benefits

  • Some travel is required

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