Client Success Specialist, Employee Benefits

The Baldwin Group

Client Success Specialist managing employee benefits renewals, enrollment, compliance, and eligibility for The Baldwin Group insurance brokerage. Coordinating clients, carriers, vendors, and internal teams.

Posted 9/4/2026full-timeIrvine • California • 🇺🇸 United StatesJunior💰 $80,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in employee benefits management, including compliance activities, process execution, and client coordination. Proficient in utilizing Agency Management Systems and Microsoft Office tools to support open enrollment and renewal workflows.

Highest-signal resume keywords

Employee Benefits ExperienceAgency Management Systems ProficiencyInsurance LicensesMicrosoft Excel SkillsProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Employee Benefits ManagementCompliance ActivitiesProcess ExecutionOpen Enrollment CoordinationData AnalysisTechnical Document AuditingWorkflow ManagementClient Documentation CreationEligibility EvaluationService Risk Identification

Soft Skills

Strong Communication SkillsAttention to DetailProblem-SolvingCross-Functional CoordinationIndependent Evaluation

Tools & Technologies

Agency Management SystemsMicrosoft OfficePayroll Technology SystemsDigital Workflow PlatformsAI-Enabled Tools

Certifications & Qualifications

Insurance Licenses

Industry Keywords

COBRAEmployee Benefits ProcessesRenewal WorkflowsClient ServiceBrokerage

About the role

Key responsibilities & impact

Own assigned client tasks, meet required due dates, and track progress in the Agency Management System
Independently lead process execution and cross-functional coordination for assigned clients
Oversee open enrollment activities within the renewal timeline
Identify discrepancies, determine root causes, resolve issues, or escalate appropriately
Support compliance activities including COBRA, EOI, notices, and plan documentation
Coordinate with carriers, vendors, internal teams, clients, and members to resolve escalated issues
Advise colleagues and third-party partners on complex eligibility situations and benefits questions
Create client-ready documentation and recommendations
Prepare renewal materials, open enrollment instructions, COBRA information, claims updates, and benefits administration messages
Identify and contribute to process efficiencies and improvements
Support implementations and open enrollment by identifying service risks
Support retention and growth of an assigned book of business
Participate in open enrollment calls and meetings as a knowledgeable point of contact

Requirements

What you’ll need

Bachelor’s degree in business, human resources, finance, insurance, or a related field preferred
1-3+ years of employee benefits experience in a brokerage, carrier, or other client service role
Must hold or obtain and maintain all required insurance licenses for the role and jurisdictions served
Strong verbal and written communication skills
Microsoft Office skills, particularly Excel, Word, and PowerPoint
Familiarity with employee benefits processes and renewal workflows
Familiarity with payroll/benefit technology systems and basic data interfaces
Ability to learn Agency Management Systems
Proficiency in Agency Management Systems, Microsoft Excel, AI-enabled tools, and digital workflow platforms
Ability to independently evaluate complex service situations
Attention to detail and ability to audit and refine technical documents
Ability to manage workflows across different time zones and delivery models
Previous experience working with offshore teams or shared service centers preferred