Client Relationship Manager – Employee Benefits

The Baldwin Group

Client Relationship Manager managing employee benefits programs at The Baldwin Group. Overseeing renewals, compliance, and client relations for tailored insurance solutions in California.

Posted 6/17/2026full-timeIrvine • California • 🇺🇸 United StatesJuniorMid-Level💰 $108,000 per yearWebsite

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.
Manage the client service calendar, including onboarding, renewals, open enrollment preparation, compliance updates, and delivery of required plan documentation.
Ensure benefit programs comply with federal and state regulations (ERISA, HIPAA, ACA) and oversee related compliance activities such as 5500 filings and plan documents.
Liaise with carriers and vendors to negotiate contracts, resolve issues, solicit proposals, and manage policy activity to ensure timely, accurate service delivery.
Oversee new client onboarding in alignment with the Peace of Mind process, including timely C-suite engagement.
Partner with Client Success Specialists and internal teams to clarify data needs, monitor task progress, and maintain consistent, high-quality workflows.
Develop employee facing communication materials, including Benefit Guides, and coordinate or conduct enrollment meetings.
Maintain high standards of accuracy, timeliness, and completeness in all interactions.
Identify opportunities to improve processes, tools, and workflows, escalating issues to leadership as needed.

Requirements

What you’ll need

Bachelor’s degree in business, insurance, finance, or related field; professional insurance designation preferred.
Current state License required (Life & Health)
2-4+ years of employee benefits and account management experience.
Excellent verbal and written communication skills to deliver presentations to decision-makers and employees.
Foundational understanding of employee benefits processes, and renewal workflows, including functional knowledge of plan funding types such as self‑funded and level‑funded.
Experience coordinating with offshore teams or third‑party partners is preferred.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

employee benefitsaccount managementrenewal workflowsplan funding typescompliance activitiesclaim experiencecontribution modelingplan design alternativesdata analysisnegotiation

Soft Skills

client relationship managementcommunicationpresentation skillsproblem-solvingprocess improvementteam collaborationattention to detailorganizational skillsstrategic thinkingtimeliness

Certifications

Bachelor’s degreeLife & Health Licenseprofessional insurance designation