Client Manager, Employee Benefits - Ias, West

The Baldwin Group

Irvine, US
Base: $85,000; bonus/equity: not specified; benefi...
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Client service calendar management
Prepare client presentations
Manage policy activity
** The Baldwin Group is seeking a Client Manager for Employee Benefits in Irvine, US, who will manage client service needs and prepare presentations related to employee benefits. The ideal candidate should possess strong communication skills and a relevant background in insurance, with a focus on delivering timely and accurate service to clients. **

Job 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.
  • 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.

Matching Summary

Match Score: 75

** The Baldwin Group is seeking a Client Manager for Employee Benefits in Irvine, US, who will manage client service needs and prepare presentations related to employee benefits. The ideal candidate should possess strong communication skills and a relevant background in insurance, with a focus on delivering timely and accurate service to clients. **

Salary

Base: $85,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client service calendar management
  • Prepare client presentations
  • Manage policy activity
  • Communicate client expectations
  • Resolve client issues

Nice-to-have

  • Cultivate strong relationships
  • Improve firm processes
  • Award-winning industry expertise

Key Requirements

  • Current state License required
  • Bachelor's degree preferred
  • 2+ years of related experience
  • Moderate to advanced Microsoft Office Suite knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter