Client Manager, Employee Benefits – Insurance Advisory Solutions

The Baldwin Group

Client Manager handling employee benefits needs for clients in the Northeast region. Preparing client presentations and managing client service calendar effectively.

Posted 6/20/2026full-timeLeesburg • Maryland, Virginia • 🇺🇸 United StatesJuniorMid-Level💰 $85,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

client onboardingpolicy managementclaim experience analysisbenchmarkingrate renewalsplan design alternativescontribution modelingrenewal recommendationspresentation skillsinsurance software systems

Soft Skills

communicationprofessionalismproactive engagementorganizational skillseffective meeting facilitation

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PublisherMicrosoft OutlookMicrosoft PowerPoint

Certifications & Qualifications

state license

Industry Keywords

client serviceinsurancepolicy activityrenewalsenrollment meetings

About the role

Key responsibilities & impact

Manage client service calendar including new client onboarding, processing and negotiating renewals for all lines of coverage
Prepare and present executive summaries for clients, including claim experience, benchmarking, rate renewals and exhibits, plan design alternatives, contribution modeling, and renewal recommendations
Manage all policy activity aspects of assigned accounts
Communicate clear expectations to the client regularly, professionally, and proactively
Conduct effective enrollment meetings, as needed with prepared collateral

Requirements

What you’ll need

Strong presentation skills, both verbal and written communications
Current state License required
Bachelor's degree preferred plus 2+ years of related experience
Moderate to advanced knowledge of Microsoft Word, Excel, Publisher, Outlook, and PowerPoint and ability to learn any other appropriate insurance company and firm software systems