Senior Client Relationship Manager, Employee Benefits

The Baldwin Group

Sr. Client Relationship Manager managing employee benefits for complex clients at an award-winning insurance brokerage.

Posted 5/29/2026full-timeRoseville • California • 🇺🇸 United StatesSenior💰 $120,000 per yearWebsite

About the role

Key responsibilities & impact

Responsible for fostering and maintaining strong relationships with assigned clients.
Provide meaningful consulting by interpreting complex plan performance data, advising on plan design and coverage strategy.
Ensure compliance with federal and state regulations; escalating only highly novel or enterprise level scenarios as appropriate.
Lead the full renewal strategy by preparing, analyzing, and presenting benefit options, benchmarking, claim experience, contribution modeling, and plan design alternatives; collaborate with Placement, Compliance, and Population Health teams to develop data supported recommendations.
Prepare and deliver Quarterly Business Review (QBR) insights, including advanced dashboard interpretation, trend analysis, and strategic recommendations to improve program performance and client outcomes.
Review, refine, and approve employee facing communication materials—including Benefit Guides—to ensure accuracy, clarity, and alignment with client strategy; collaborate with clients and colleagues during development and final approval.
Manage the client compliance calendar, ensuring timely and accurate delivery of required notices, filings, and plan documentation; proactively identify emerging compliance risks and advise clients on mitigation strategies.
Partner closely with Client Success Specialists (CSS), Advisors, and third-party partners to clarify data needs, monitor progress, and troubleshoot issues that could impact timelines or strategic deliverables.
Resolve escalated enrollment discrepancies, eligibility questions, and coverage issues using deep knowledge of carrier processes and plan rules; manage highly complex exceptions and coordinate with carriers/clients as needed.
Plan, coordinate, and oversee deliverables across internal teams to ensure seamless execution of renewal cycles, onboarding, audits, and other major client events.
Investigate and resolve complex billing issues, claim disputes, and endorsement requests by coordinating with carriers and internal technical experts; identify patterns and recommend process improvements to enhance service delivery.

Requirements

What you’ll need

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, with demonstrated expertise in client service, plan administration, and strategic benefits consulting.
Advanced understanding of employee benefits processes, market dynamics, exposure analysis, all funding arrangements and renewal lifecycles with proven experience managing mid to high complexity accounts.
Excellent verbal and written communication skills, including the ability to deliver presentations to executive decisionmakers and employee groups.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data analysisplan designcoverage strategybenchmarkingclaim experiencecontribution modelingtrend analysisdashboard interpretationcompliance managementbilling issue resolution

Soft Skills

client relationship managementconsultingcommunicationpresentation skillscollaborationproblem-solvingstrategic thinkingorganizational skillsattention to detailleadership

Certifications

Bachelor’s degreeLife & Health license