The Baldwin Group

Sr. Client Relationship Manager, Employee Benefits - IAS, West

Irvine, California, US · Senior

Sponsorship not specified$100k-$110kDetected 6 days ago

CSSCRMAccount ManagementExcelProcess ImprovementLeadershipCommunicationTime ManagementPublic SpeakingUnderwriting

About the role

This role also mentors colleagues, contributes to process improvement initiatives, and ensures the delivery of a consistent "Peace of Mind" client experience.
Responsible for fostering and maintaining strong relationships with assigned clients.
Ensure compliance with federal and state regulations; escalating only highly novel or enterprise level scenarios as appropriate.

CRM collaborates closely with the Client Executive, Client Success Specialist, Advisor, carriers, and internal Baldwin support colleagues to ensure exceptional service delivery.
Build a strong and credible relationship with clients and internal partners through transparent communication, reliable execution, and proactive, service-oriented engagement.
Builds strong client relationships and delivers client-centric solutions that exceed expectations.
Partner closely with Client Success Specialists (CSS), Advisors, and third-party partners to clarify data needs, monitor progress, and troubleshoot issues that could impact timelines or strategic deliverables.
Strong attention to detail when reviewing complex deliverables, including renewal documents, enrollment files, and communication materials, to ensure accuracy, completeness, and strategic alignment.
Ability to manage multiple complex client timelines, prioritize competing demands, and consistently meet deadlines in a fast-paced environment.
Collaborates/ Leads effectively within cross functional teams, contributing to shared objectives, knowledge sharing, and collaborative problem solving.
Maintains strong, long term client relationships as a trusted resource, anticipating needs, proactively addressing concerns, and supporting and leading as an example in effective client retention.

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.
Current state license required (Life & Health)
4-6+ years of employee benefits and account management experience, with demonstrated expertise in client service, plan administration, and strategic benefits consulting.
Advanced understanding of employee benefits processes, market dynamics, exposure analysis, all funding arrangements and renewal lifecycles with proven experience managing mid to high complexity accounts.
Experience coordinating with offshore teams, shared service centers, or third-party partners to support complex workflows is preferred
Excellent verbal and written communication skills, including the ability to deliver presentations to executive decisionmakers and employee groups.
Skills & Behaviors
Functional/Technical Skills
Strategic Execution: Navigating workflows through proactive performance measurement and decisive resolution of complex carrier or compliance escalations.
Client Advisory: Deep technical expertise in Employee Benefits (market strategy, exposure analysis).
Behaviors

Provide meaningful consulting by interpreting complex plan performance data, advising on plan design and coverage strategy.
Advanced ability to analyze complex benefits data, interpret plan performance, and deliver strategic, data driven recommendations to clients.

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