The Baldwin Group

The Baldwin Group

Client Relationship Manager - Employee Benefits - IAS, West

Irvine, California, US

Sponsorship not specifiedDetected 6 days ago
ComplianceCRMAccount ManagementExcelHIPAALeadershipCommunicationProblem SolvingTime ManagementPublic SpeakingMicrosoft Office

About the role

  • They ensure plan compliance, analyze benefit trends, and provide advice and guidance on coverage, with the goal of driving client relationships, satisfaction, and retention.
  • Oversee new client onboarding in alignment with the Peace of Mind process, including timely C-suite engagement.

Responsibilities

  • This role collaborates closely with the Client Success Specialist, Advisor, carriers, and internal Baldwin support colleagues to ensure excellent service delivery.
  • Build and maintain strong client relationships as the primary point of contact, proactively communicating expectations, updates, and strategic recommendations.
  • Liaise with carriers and vendors to negotiate contracts, resolve issues, solicit proposals, and manage policy activity to ensure timely, accurate service delivery.
  • Partner with Client Success Specialists and internal teams to clarify data needs, monitor task progress, and maintain consistent, high-quality workflows.
  • Maintain high standards of accuracy, timeliness, and completeness in all interactions.
  • Able to prioritize tasks, manage deadlines, and follow structured processes to support client commitments.
  • Build strong relationships with clients through responsive, reliable communication and a proactive service-oriented approach.
  • Builds strong client relationships and delivers client-centric solutions that exceed expectations.
  • Ability to manage multiple projects and priorities effectively.

Requirements

  • Quality Assurance: Expertise in performing high-level quality assurance on complex technical deliverables produced by others.
  • Systems Agility: High proficiency in Agency Management Systems (e.g., Brokerage Builder), Microsoft Excel, AI-enabled tools, and digital workflow platforms.
  • Manage the client service calendar, including onboarding, renewals, open enrollment preparation, compliance updates, and delivery of required plan documentation.
  • Proficiency with Agency Management Systems (e.g., Brokerage Builder), Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) Products, Zywave and digital workflow tools.
  • 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.
  • Skills & Behaviors
  • Functional/Technical Skills
  • Strategic Execution: Navigating workflows through proactive performance measurement and decisive resolution of complex carrier or compliance escalations.
  • Client Advisory: Applies expertise to inform recommendations and provide guidance in Employee Benefits (market strategy, exposure analysis).
  • Behaviors

Nice to have

  • Bachelor's degree in business, insurance, finance, or related field
  • professional insurance designation preferred.

Skills

  • Identify opportunities to improve processes, tools, and workflows, escalating issues to leadership as needed.
  • Strong analytical and problem-solving skills.
  • Strong presentation skills, both verbal and written communications.

Compensation

  • The starting salary is $100,000 annually.

Benefits

  • 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.
  • Ensure benefit programs comply with federal and state regulations (ERISA, HIPAA, ACA) and oversee related compliance activities such as 5500 filings and plan documents.
  • Develop employee facing communication materials, including Benefit Guides, and coordinate or conduct enrollment meetings.
  • Strong industry knowledge of benefit programs, preferably in a brokerage firm.
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