The Baldwin Group

Client Relationship Manager, Employee Benefits

Tampa, Florida, 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.

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.
Ability to manage multiple projects and priorities effectively.

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

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.

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.

Builds strong client relationships and delivers client-centric solutions that exceed expectations.
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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site.
Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

This listing is sourced directly from The Baldwin Group's careers page and normalized into a canonical job model.