Benefits Specialist - Insurance Advisory Solutions

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.


The Benefit Specialist assists benefit clients’ employees with questions regarding benefits, claims advocacy, enrollment support, and communications via phone and email as Tier 1 ECC support.

PRIMARY RESPONSIBILITIES:

• Maintains a concern for timeliness and completeness when interacting with clients, employees, firm, and insurance company partners to minimize potential for errors.
• Documents all interactions in our client management system to ensure quality, consistency, and responsiveness.
• Provides open enrollment and ongoing support (ie: benefits questions, health care decision support, id cards, provider look-up and claims support).
• Cultivates strong relationships with insurance company partners.
• Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership.

KNOWLEDGE, SKILLS & ABILITIES:

• Effective presentation skills in both verbal and written communications.
• The ability to learn benefits and grow in product knowledge.
• The ability to apply knowledge and experience to explain benefits to members in clear and relatable terms.
• Capable of multi-tasking and prioritizing workloads while adhering to deadlines.
• The ability to interact and communicate effectively in a team environment to share knowledge and manage workflows.
• Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture

EDUCATION & EXPERIENCE:

• At least 1 year of call center experience and/or experience working in Employee Benefits, with an emphasis on handling client issues
• Certification(s): None required; None preferred
• License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required.

OTHER:

• Position is WFH in Tampa, Houston, Leesburg, Kansas City, Bethesda, Charlotte, Atlanta, Chicago, Lafayette, Jacksonville, Naples, or Fort Meyers

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.