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, includ…
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$85k/yr
Full-time
bachelor degree
Posted 65d ago
~40 hrs/week
Responsibilities
Manage the employee benefit needs of clients by handling renewals, onboarding, and compliance filings. Prepare and present executive summaries, claim reports, and plan design alternatives to clients and insurance partners.
Requirements
Requires a state license and a bachelor's degree is preferred, along with 2+ years of related experience. Proficiency in Microsoft Office Suite and strong verbal and written communication skills are essential.
Full job description
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 accounts
Present risks to the insurance marketplace for quoting, as needed
Communicate 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 detail
Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues.
Conduct effective enrollment meetings, as needed with prepared collateral
Review 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 partners
Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in depth knowledge of the company and their website resources
Look for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership
Education, Experience, Skills and Abilities Requirements:
Strong presentation skills, both verbal and written communications
Current state License required
Bachelor's degree preferred plus 2+ years of related experience
Moderate to advanced knowledge of Microsoft Word, Excel, Publisher, Outlook, and PowerPoint and ability to learn any other appropriate insurance company and firm software systems
Demonstrates firm’s core values, exuding behavior that is aligned with corporate culture
Starting salary is $85,000+ annually and is negotiable at time of hire.
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.
AHT Insurance and our partner firms have unified as one brand, The Baldwin Group!
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.
Offices: 20 South King Street, Leesburg, VA 20175, US · 1150 Connecticut Ave., NW, Suite 601, Washington, DC 20036, US · 600 University Street, Suite 1200, Seattle, WA 98101, US · 222 W. Adams Street, Suite 2180, Chicago, IL 60606, US · 1460 Broadway, Suite 16023, New York, NY 10036, US
Insurance and Risk ManagementSurety BondsManufacturingNGO/International Aid OrganizationsTechnologyGovconNonprofitManagement LiabilityProfessional LiabilityInternational Property & Casualty
Frequently asked questions
How much do Consulting jobs in Bethesda, MD pay?
Based on 179 listings with disclosed salaries, most consulting jobs in Bethesda, MD pay between $66k–$186k per year. Individual offers vary with seniority, company size, and specialization.
How many Consulting jobs are open in Bethesda, MD right now?
There are currently 239 open consulting positions in Bethesda, MD listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Consulting roles in Bethesda, MD?
Companies currently hiring include Marriott International Hotels, Inc., Guidehouse, CVP (Customer Value Partners), Black Canyon Consulting LLC, Tunnell Government Services, Inc., among others. Browse the listings above to see every active employer.
Are there remote or hybrid Consulting jobs in Bethesda, MD?
Yes — 129 of the 239 open consulting positions offer remote or hybrid work (33 remote, 96 hybrid).
How do I apply for Consulting jobs in Bethesda, MD?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
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