Demo

Sr. Client Manager, Employee Benefits - Burnham Benefits

The Baldwin Group
Irvine, CA Full Time
POSTED ON 1/15/2025
AVAILABLE BEFORE 2/9/2025
Burnham is a team of talented and dedicated consultants uniquely equipped to solve the biggest challenges facing your organization and its people. Our expert advisors craft custom solutions to address your needs in the areas of employee benefits, risk mitigation, and wealth management. Over 25 years, the innovative solutions and bottom-line results we’ve secured for our clients has earned us an unparalleled reputation for partner loyalty and longevity.

The Sr. Client Manager assists in the coordination of carrier relationships on behalf of the company by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy.

PRIMARY RESPONSIBILITIES:

Performs all Account Manager responsibilities as well as:

Assists in establishing and maintaining appropriate carrier relationships.

Performs marketing activities for large accounts as assigned.

Prepares risk maps or peer reviewing risk maps for assigned accounts.

Coordinates service delivery including developing initial placement/renewal strategy.

Completes special projects.

Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership.

When requested, serves as a mentor to new colleagues.

KNOWLEDGE, SKILLS & ABILITIES:

Possesses strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites.

Can analyze complex risk exposures, existing insurance coverages and develop appropriate recommendations for clients and prospects.

Exhibits excellent client service and problem-solving skills.

Possesses intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and the ability to learn any other appropriate insurance company and firm software programs.

EDUCATION & EXPERIENCE:

A Bachelor’s degree is preferred, and either has, or is working towards, a professional insurance designation.

Must possess at least five years’ experience and demonstrated proficiency in Account Management.

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

Demonstrates effective presentation skills through verbal and written communications.

Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture.

OTHER:

Fast paced multi-tasking environment

Some travel may be required.

The starting pay is $80,215,00 annually. Salary is negotiable upon time of hire.

IND1

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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 : $8,021,500

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