Sr Underwriting Consultant, Employee Benefits - IAS, Southwest

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.

This position is responsible for the underwriting, rating, binding, and servicing of all accounts as assigned to them in a prompt, courteous, and professional manner. This position handles the most complex and highest value clients, policies and quotes and works with Underwriting Leadership and gives input on Underwriting guidelines. This position works as mentor and assists underwriters with any escalated question, provides the necessary support to the overall production and objectives of the department.

PRIMARY RESPONSIBILITIES:

• Reviews financial performance and provides support for stewardship aspects of clients’ group health plans.

• Build financial analyses with the assistance of our population health consultant and deliver the results to account management and financial advisors.  May attend client meetings to provide additional support.  

• Analyzes and reports on relevant claims data for larger accounts, spotting trends and comparing client data to industry benchmarks.

• Serve as a resource regarding health plan strategy and financials.

• Promotes a culture of vigilance, accountability, collaboration, strong ethical standards and a high degree of client satisfaction.

• Maintains a concern for accuracy, timeliness and completion when interacting with the firm and insurance company partners to minimize potential for errors while demonstrating strong organizational skills with a high attention to detail.

• Works on large accounts without assistance from leadership.

• Cultivates strong relationships with insurance company partners.

• Manages various priorities and adapts to continually changing job responsibilities.

• Looks for opportunities to improve the firm, Business Segment, and processes.

• Bring issues and discrepancies to the attention of appropriate leadership.

•  Completes special projects as assigned.

EDUCATION AND EXPERIENCE:

• Bachelor’s degree in Human Resource Management, Accounting, Finance, Business, or other related concentration, is preferred. Certified Employee Benefits Specialist (CEBS), SPHR or PHR is also preferred.

• Minimum of five (5) years of insurance and/or benefits related experience, including working with  an account management team

SKILLS:

• Intermediate to advanced knowledge of Microsoft Excel, Outlook, Word, PowerPoint and Publisher.

• Ability to learn appropriate insurance company and firm software systems.

• Strong communication, presentation, and interpersonal skills; demonstrated ability to produce clear and effective communication to audiences.

• Capability to work effectively in a collaborative team environment.

• Demonstrates the firm’s core values, exuding behavior that is aligned with the firm’s culture.

SPECIAL WORKING CONDITIONS:

• Fast paced, multi-tasking environment.

• Some travel is required.

IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

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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.