Senior Client Relationship Manager, Employee Benefits – Middle Market

🔥 1 minute ago

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

💰 Account Manager

👻 Ghost score 10%

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The Baldwin Group

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🏥 Healthcare

⚖️ Legal

💰 $170M Post IPO debt on 2023-10

Consulting • Healthcare • Legal

The Baldwin Group is a national advisory firm specializing in risk management and insurance brokerage, offering comprehensive solutions for businesses and individuals. It provides commercial insurance, employee benefits, retirement consulting, private risk and wealth management services, plus specialty offerings like reinsurance and MGAs, tailoring strategies to protect assets and support growth. The firm emphasizes collaboration, market insights, and customized plans for companies across industries as well as high-net-worth individuals.

📋 Description

• Foster and maintain strong relationships with assigned clients • Provide consulting by interpreting complex plan performance data and advising on plan design and coverage strategy • Ensure compliance with federal and state regulations • Lead full renewal strategy, including benefit options, benchmarking, claims experience, contribution modeling, and plan design alternatives • Prepare and deliver Quarterly Business Review insights, trend analysis, and strategic recommendations • Review, refine, and approve employee-facing communication materials, including Benefit Guides • Manage the client compliance calendar and identify emerging compliance risks • Partner with Client Success Specialists, Advisors, and third-party partners to clarify data needs and troubleshoot issues • Resolve escalated enrollment discrepancies, eligibility questions, and coverage issues • Coordinate deliverables across internal teams for renewal cycles, onboarding, audits, and major client events • Investigate and resolve billing issues, claim disputes, and endorsement requests • Mentor colleagues and contribute to process improvement initiatives • Collaborate with the Client Executive, Client Success Specialist, Advisor, carriers, and internal support colleagues

🎯 Requirements

• Bachelor's degree in business, Insurance, finance or a related field; professional designations strongly preferred • Current state license required (Life & Health) • 4-6+ years of employee benefits and account management experience • Demonstrated expertise in client service, plan administration, and strategic benefits consulting • Advanced understanding of employee benefits processes, market dynamics, exposure analysis, funding arrangements, and renewal lifecycles • Experience coordinating with offshore teams, shared service centers, or third-party partners preferred • Excellent verbal and written communication skills • Ability to deliver presentations to executive decisionmakers and employee groups • High proficiency in Agency Management Systems such as Brokerage Builder, Microsoft Excel, AI-enabled tools, and digital workflow platforms • Advanced ability to analyze complex benefits data and interpret plan performance • Ability to resolve escalated or highly complex client issues • Ability to manage multiple complex client timelines and meet deadlines