Job Description

Benefits Technology Analyst, Employee Benefits-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 Benefits Technology Analyst works alongside the Technology Specialist and Employee Benefits business segment by configuring and maintaining the benefits eligibility management system offered to clients. The Technology Analyst is responsible for ensuring data accuracy within the system. The successful candidate will build and maintain colleague and client relationships, undertake new opportunities, and learns and conduct research independently as needed. Primary Responsibilities Maintains benefits administration system requests from assigned accounts including eligibility management items such as adds, changes, terminations, life events, and beneficiaries Collects enrollment data and enters into various insurance company eligibility systems Manages onboarding and transition process, and access, for all groups within the Eligibility Management System Provide support to configure and administer the eligibility management system and assists with maintenance/troubleshooting Conducts tests in eligibility management system after new implementations and renewals Maintains monthly enrollment spreadsheet for assigned third-party vendors Monitors technology email and manages basic client inquiries Monitors insurance partner’s files and address any discrepancies identified in the reports for assigned clients Documents all activity in online client file to ensure quality and responsiveness Conducts and assigns various Eligibility Auditing of select accounts such as billing reconciliation, monthly reports, post-renewal audits, and system-to-system discrepancy reports 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 Maintains a concern for timeliness and completeness when interacting with clients, firm and insurance company partners to minimize potential for errors and omissions claims Identifies client training opportunities related to policy and eligibility management; cultivates strong relationships with insurance company partners and understands carrier requirements and attributes; acts as secondary resource to the Employee Benefits Team and/or client and back-up support to Employee Care Center; looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership. Knowledge, Skills & Abilities Superb client relations/customer service skills Beginner to moderate knowledge of Microsoft Word and PowerPoint Moderate working knowledge of Microsoft Excel, including the ability to manipulate data, compare and contrast two data sets, perform pivot tables and lookups Strong organizational skills and high attention to detail Effective presentation skills through both verbal and written communications Ability to learn appropriate insurance company and firm software systems Ability to learn benefits and grow in product knowledge Ability to multi-task and prioritize workloads while maintaining deadlines; ability to interact and communicate effectively within a team environment to share knowledge and manage workflows; alignment with the firm’s behavioral tenets and corporate culture Education & Experience At least one year of working experience with benefit administration, payroll, and/or HRIS systems Current license as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions, or be willing and able to obtain all required licenses within the first 90 days 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. Click here for some insight into our culture! 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. #J-18808-Ljbffr The Baldwin Group

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