Senior Client Relationship Manager, Employee Benefits

The Baldwin Group

Senior client relationship manager overseeing complex employee benefits programs at The Baldwin Group, an insurance brokerage. Leading renewals, compliance, strategic consulting, and client retention.

Posted 8/12/2026full-timeIrvine • California • 🇺🇸 United StatesSenior💰 $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in client service, plan administration, and strategic benefits consulting, with a strong ability to analyze complex benefits data and deliver data-driven recommendations. Proficient in managing compliance with federal and state regulations while coordinating deliverables across internal teams and mentoring colleagues.

Highest-signal resume keywords

Client Service ExpertiseEmployee Benefits AdministrationData Analysis and RecommendationsLife & Health LicenseAgency Management Systems Proficiency

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Employee Benefits ProcessesPlan Design AlternativesRenewal StrategiesBenchmarkingClaims ExperienceContribution ModelingExposure AnalysisFunding ArrangementsRenewal LifecyclesComplex Issue Resolution

Soft Skills

Strong Attention to DetailExcellent Communication SkillsMentoringCollaborationProblem-Solving

Tools & Technologies

Brokerage BuilderMicrosoft ExcelAI-Enabled ToolsDigital Workflow Platforms

Certifications & Qualifications

Life & Health LicenseProfessional Designations

Industry Keywords

ComplianceClient SuccessPlan DocumentationQuarterly Business ReviewEnrollment DiscrepanciesEligibility QuestionsBilling IssuesClaim DisputesBenefit GuidesShared Service Centers

About the role

Key responsibilities & impact

Foster and maintain strong relationships with assigned clients
Interpret complex plan performance data and advise on plan design and coverage strategy
Ensure compliance with federal and state regulations
Lead multi-year renewal strategies, including benefit options, benchmarking, claims experience, contribution modeling, and plan design alternatives
Prepare and deliver Quarterly Business Review insights, trend analysis, dashboards, and strategic recommendations
Review, refine, and approve employee-facing communications, including Benefit Guides
Manage client compliance calendars and required notices, filings, and plan documentation
Partner with Client Success Specialists, Advisors, and third-party partners to clarify data needs and troubleshoot issues
Resolve escalated enrollment discrepancies, eligibility questions, coverage issues, billing issues, claim disputes, and endorsement requests
Coordinate deliverables across internal teams for renewals, onboarding, audits, and major client events
Mentor colleagues and recommend process improvements to enhance service delivery
Collaborate with Client Executives, Advisors, carriers, and internal support colleagues to deliver exceptional client service

Requirements

What you’ll need

Bachelor’s degree in business, Insurance, finance, or a related field
Current state Life & Health license required
4–6+ years of employee benefits and account management experience
Expertise in client service, plan administration, and strategic benefits consulting
Advanced understanding of employee benefits processes, market dynamics, exposure analysis, funding arrangements, and renewal lifecycles
Experience managing mid- to high-complexity accounts
Strong ability to analyze complex benefits data and deliver data-driven recommendations
Ability to resolve escalated or highly complex client issues and anticipate downstream impacts
Strong attention to detail when reviewing renewal documents, enrollment files, and communication materials
Ability to manage multiple complex timelines, prioritize competing demands, and meet deadlines
Excellent verbal and written communication and executive presentation skills
High proficiency in Agency Management Systems such as Brokerage Builder, Microsoft Excel, AI-enabled tools, and digital workflow platforms
Professional designations strongly preferred
Experience coordinating with offshore teams, shared service centers, or third-party partners preferred