Senior Client Manager, Employee Benefits

The Baldwin Group

Technical resource for clients in employee benefits management within The Baldwin Group. Manage policy activities, client compliance, and insurance partnerships, ensuring effective service delivery.

Posted 7/14/2026full-timeBethesda • Maryland, Virginia • 🇺🇸 United StatesSenior💰 $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing insurance policy activities and compliance, with strong analytical skills for claims data reporting. Effective in client communication and presentations, ensuring alignment with insurance company requirements.

Highest-signal resume keywords

Insurance Policy ManagementClaims Data AnalysisClient ComplianceEffective Presentation SkillsState Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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

Soft Skills

Verbal CommunicationWritten Communication

Tools & Technologies

Insurance Software

Certifications & Qualifications

State Insurance License

Industry Keywords

Insurance ExperienceClient StewardshipEnrollment MeetingsProposal Presentation

About the role

Key responsibilities & impact

Serves as a technical resource to clients, advisors, and insurance company partners
Manages all policy activity and stewardship aspects in book of business
Analyzes and reports on relevant claims data for larger accounts
Ensures client compliance with respect to benefits
Gathers information needed to present to insurance company marketplace for proposals
Conducts effective enrollment meetings as needed

Requirements

What you’ll need

5+ years of insurance related experience
Obtain and maintain state insurance license(s)
Demonstrated effective presentation skills through both verbal and written communications
Working knowledge of appropriate software