Associate Client Executive, Employee Benefits

The Baldwin Group

. Assist tactical and operational leadership in designing, developing, implementing, administering, and communicating assigned large client benefit plans .

Posted 11/10/2026full-timeUnited StatesMid-Level💰 $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing large client benefit plans, ensuring compliance with regulations such as ACA, FMLA, and ERISA, while effectively analyzing claims data and cultivating relationships with insurance partners.

Highest-signal resume keywords

Insurance License ManagementClient Benefits ComplianceClaims Data AnalysisAccount Management ExperienceCertified Employee Benefits Specialist (CEBS)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Claims Data AnalysisPolicy ManagementCompliance ReportingInsurance Benefit PlansAccount ManagementMicrosoft ExcelMicrosoft PowerPointMicrosoft WordMicrosoft OutlookInsurance Software Systems

Soft Skills

Strong Communication SkillsInterpersonal SkillsPresentation SkillsCollaborative TeamworkAdaptability

Certifications & Qualifications

Certified Employee Benefits Specialist (CEBS)SPHRPHR

Industry Keywords

ACA ComplianceFMLACOBRAERISAInsurance IndustryBenefits AdministrationClient Relationship ManagementInsurance Company Partnerships

About the role

Key responsibilities & impact

Assist tactical and operational leadership in designing, developing, implementing, administering, and communicating assigned large client benefit plans
Assist in making recommendations based on long-term objectives
Manage policy activity and stewardship aspects for an assigned book of business
Analyze and report relevant claims data for larger accounts, identify trends, and compare client data with industry benchmarks
Ensure client benefits compliance and advise clients on the ACA and future government changes
Maintain knowledge of government regulations and ensure compliance with FMLA, COBRA, ACA, ERISA, and other applicable laws
Fulfill reporting and compliance requirements
Manage large accounts independently from leadership and/or an Advisor
Review existing accounts for additional insurance lines and changes throughout the year and at renewal
Cultivate relationships with insurance company partners
Manage competing priorities and adapt to changing responsibilities
Identify opportunities to improve the firm, Business Segment, and processes
Escalate issues and discrepancies to appropriate leadership
Complete special projects as assigned

Requirements

What you’ll need

Obtain and maintain state insurance license(s), as required by the State Department of Insurance, or be willing and able to obtain all required licenses within the first 90 days of employment
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 preferred
Minimum of five (5) years of insurance and/or benefits related experience, including leading an account management team
Intermediate to advanced knowledge of Microsoft PowerPoint, Publisher, Outlook, Excel, and Word
Ability to learn appropriate insurance company and firm software systems
Strong communication, presentation, and interpersonal skills
Ability to produce clear and effective communication to audiences
Capability to work effectively in a collaborative team environment
Demonstrates the firm’s core values and behavior aligned with the firm’s culture
Ability to work in a fast-paced, multi-tasking environment