Client Relationship Manager – Employee Benefits, Middle Market

The Baldwin Group

Client Relationship Manager responsible for managing employee benefits and client relationships. Ensures compliance and develops tailored benefit solutions while collaborating with cross-functional teams.

Posted 5/21/2026full-timeJacksonville • Florida • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Build and maintain strong client relationships as the primary point of contact, proactively communicating expectations, updates, and strategic recommendations.
Assess client needs and develop tailored benefit solutions, including evaluating existing programs and identifying opportunities for additional coverage.
Lead the renewal process by preparing, analyzing, and effectively presenting benefit options, benchmarking, claim experience, contribution modeling, and plan design alternatives.
Ensure benefit programs comply with federal and state regulations and oversee related compliance activities such as 5500 filings and plan documents.

Requirements

What you’ll need

Strong industry knowledge of benefit programs, preferably in a brokerage firm.
Strong analytical and problem-solving skills.
A commitment to providing exceptional client service.
Bachelor's degree in business, insurance, finance, or related field; professional insurance designation preferred.
2-4+ years of employee benefits and account management experience.
Current state License required (Life & Health).

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

benefit solutionsclaim experiencecontribution modelingplan design alternativescompliance activities5500 filings

Soft Skills

client relationshipscommunicationanalytical skillsproblem-solvingclient service

Certifications

Bachelor's degreeLife & Health Licenseprofessional insurance designation