Client Manager, Employee Benefits

The Baldwin Group

Client Manager managing employee benefits for clients at insurance brokerage firm. Preparing client presentations and negotiating renewals with a focus on service excellence.

Posted 4/16/2026full-timeIrvine • California • 🇺🇸 United StatesJuniorMid-Level💰 $85,000 per yearWebsite

About the role

Key responsibilities & impact

Manage client service calendar including new client onboarding
Processing and negotiating renewals for all lines of coverage
Prepare and present executive summaries for clients
Communicate clear expectations to the client regularly
Manage client inquiries and work with insurance partners to resolve client issues

Requirements

What you’ll need

Strong presentation skills, both verbal and written communications
Current state License required
Bachelor's degree preferred plus 2+ years of related experience
Moderate to advanced knowledge of Microsoft Word, Excel, Publisher, Outlook, and PowerPoint
Ability to learn any other appropriate insurance company and firm software systems

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

presentation skillsclient onboardingnegotiationexecutive summariesclient inquiriesinsurance software systems

Soft Skills

verbal communicationwritten communicationclient management

Certifications

state License