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The Baldwin Group

Senior Client Relationship Manager, Employee Benefits

The Baldwin Group

Sr. Client Relationship Manager at The Baldwin Group overseeing employee benefits for mid to high complexity clients.

Posted 6/12/2026full-timeIrvine • California • 🇺🇸 United StatesSenior💰 $100,000 - $110,000 per yearWebsite

About the role

Key responsibilities & impact
  • Foster and maintain strong relationships with assigned clients.
  • Provide consulting by interpreting complex plan performance data, advising on plan design and coverage strategy.
  • Lead the full renewal strategy by preparing, analyzing, and presenting benefit options.
  • Manage the client compliance calendar, ensuring timely and accurate delivery of required notices.

Requirements

What you’ll need
  • Bachelor’s degree in business, Insurance, finance or a related field
  • Current state license required (Life & Health)
  • 4-6+ years of employee benefits and account management experience
  • Advanced understanding of employee benefits processes
  • Excellent verbal and written communication skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
plan performance data analysisbenefit options presentationcompliance management
Soft Skills
relationship managementconsultingcommunication
Certifications
Life & Health license