Sr Benefits Technology 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 mission is to be an integral part of the team and partner with sales and service colleagues to deliver a high level of service to our clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment.

The Sr Benefits Technology Specialist works alongside the technology team and the Employee Benefits business segment by configuring and maintaining the benefits eligibility management system offered to clients. The Sr Benefits Technology Specialist is responsible for ensuring data accuracy within the system, providing client demonstrations, and training clients on use of the site as well as supporting the Director of Benefits Software. The successful candidate builds and maintains colleague and client relationships, undertakes new opportunities, and learns and conducts research independently.

Principal Responsibilities:

• Manages day-to-day needs of the EBG Tech team as first point of contact for questions and escalated issues
• Leads group project management and implementation
• Provides direct support to Director of Benefits Software
• Performs new partnership onboarding and training
• Builds and customizes Eligibility Management System to client specifics for assigned group and/or locations, maintains knowledge of system capabilities
• Assists in monitoring technology email and manages complex issues from clients and EBG Team
• Develops and maintains systems training materials and workflow processes within the eligibility management system; conducts system trainings for assigned clients and internal colleagues
• Manages e-learning library and offboarding process from our eligibility management system
• Performs in-depth system audits
• Provide contracted support (i.e. EN maintenance)Assist colleagues and/or client to resolve and monitor program data and/or reporting issues
• Identify and define insurance partners or vendors accepted EDI file specifications and format
• Manages multiple EDI and Data Exchange File Implementations while maintaining timeliness and communication with Employee Benefits team and insurance partners for assigned group and/or locations
• Conduct transactional and system analysis to troubleshoot and resolve EDI discrepancy reports
• Manages RFIs for clients adopting new Payroll systems
• Aids in analyzing, evaluating, and prioritizing requirements to deliver business process or automated application solutions, including end user acceptance testing of automation, to address business needs
• Documents all activity in on-line client file to ensure quality and responsiveness
• Act as back-up resources to the Employee Benefits Team and/or client
• Maintains a concern for timeliness and completeness when interacting with clients, firm and insurance company partners to minimize potential for errors and omissions claims.
• Cultivates strong relationships with insurance company partners and is responsible for knowing carrier requirements and attributes.
• Looks for opportunities to improve the firm, business segment and processes; brings issues and discrepancies to the attention of appropriate leadership

Education, Experience, Skills and Abilities Requirements:

• Three plus years of working experience with benefit administration systems, payroll systems and/or HRIS systems.
• Experience in working and configuring an HRIS Database
• Advanced knowledge of Microsoft Word and PowerPoint
• Possesses an advanced working knowledge of Microsoft Excel, including the ability to manipulate data, compare and contrast two data sets, perform pivot tables and lookups.
• Demonstrates strong organizational skills and high attention to detail
• Demonstrates effective presentation skills through both verbal and written communications.
• Possesses the ability to learn appropriate insurance company and firm software systems.
• Possesses the ability to grow in benefits product knowledge.
• Demonstrates the ability to multi-task and prioritize workloads while maintaining deadlines.
• Demonstrates the ability to interact and communicate effectively within a team environment to share knowledge and manage workflows.
• Must demonstrate core values, exuding behavior aligned with the firm’s culture.

The starting pay is $87,975 annually. Salary is negotiable upon time of hire.

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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.

Salary : $87,975