Client Success Specialist, Employee Benefits – Middle Market

The Baldwin Group

Client Success Specialist supporting coordination of employee benefits processes for clients. Ensuring data accuracy and timely task completion in a collaborative environment.

Posted 5/21/2026full-timeRemote • Florida • 🇺🇸 United StatesJuniorWebsite

About the role

Key responsibilities & impact

Deliver on Stewardship Promises to clients by owning assigned tasks, meeting required due dates, and tracking progression within the Agency Management System.
Supports process execution and cross-functional coordination for assigned clients.
Coordinates timelines and deliverables and ensure accurate and timely execution of all enrollment activities.
Identify discrepancies, research root causes with guidance as needed, and resolve issues directly or escalate appropriately.
Support compliance-related activities (e.g., COBRA, EOI, notices, plan documentation) and ensure complete, accurate recordkeeping across systems, files, and client documentation.
Assist care center colleagues with claims advocacy as needed by coordinating with carriers, vendors, and internal teams to resolve escalated issues and clearly communicating outcomes to clients and members.
Provide foundational support to internal colleagues by gathering information, preparing standard documentation, and routing client inquiries to appropriate team members.
Prepare external communications such as renewal materials, open enrollment instructions, COBRA information, claims updates, and benefits administration messages.
Proactively identify and contribute to process efficiencies and improvements, recommending and helping implement changes that enhance quality, timeliness, and client experience.
Supports shared services partners and third-party vendors by sharing process knowledge and flagging issues during implementations and open enrollment.
Supports retention and growth of an assigned book of business by delivering accurate, timely benefits administration and high-quality client experience.
May participate in open enrollment calls and/or meetings.

Requirements

What you’ll need

Bachelor’s degree in business, human resources, finance, insurance, or a related field preferred.
0-2+ years of employee benefits experience in a brokerage, carrier, or other client service role.
Licensing: Must obtain and maintain all required insurance licenses for the role and jurisdictions served (e.g., applicable health and life/accident insurance licenses).
Strong verbal and written communication skills; capable of preparing clear external communications.
Microsoft Office skills, particularly Excel (e.g., use of formulas, lookups, pivot tables, data validation) and proficiency in Word and PowerPoint for client-ready materials.
Familiarity with employee benefits processes and renewal workflows with continued skill development expected.
Previous experience working with offshore teams or shared service centers is preferred.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

employee benefits experienceclaims advocacyprocess executionrecordkeepingcompliance activitiesdiscrepancy resolutionprocess efficienciestimelinessclient experiencerenewal workflows

Soft Skills

strong verbal communicationstrong written communicationorganizational skillsproblem-solvingcross-functional coordinationclient serviceattention to detailproactive identificationcollaborationinformation gathering

Certifications

insurance licenseshealth insurance licenselife/accident insurance license