Client Relationship Manager, Employee Benefits

The Baldwin Group

. Build and maintain strong client relationships as the primary point of contact .

Posted 9/22/2026full-timeSeattle • Washington • United StatesJuniorMid-Level💰 $100,000 - $115,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client relationships and developing tailored benefit solutions while ensuring compliance with ERISA, HIPAA, and ACA requirements. Proficient in utilizing Agency Management Systems and Microsoft Office Suite to enhance client service and operational efficiency.

Highest-signal resume keywords

Client Relationship ManagementBenefit Program ComplianceAnalytical Problem-SolvingProject ManagementEmployee Benefits Expertise

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Benefit Program AnalysisRenewal Workflow ManagementData EvaluationSelf-Funded Plan KnowledgeLevel-Funded Plan Knowledge

Soft Skills

Attention to DetailClear CommunicationProactive Service OrientationCross-Functional Team CollaborationPresentation Skills

Tools & Technologies

Agency Management SystemsMicrosoft Office SuiteZywaveAI-Enabled ToolsDigital Workflow Platforms

Certifications & Qualifications

Life & Health LicenseProfessional Insurance Designation

Industry Keywords

Employee BenefitsBrokerage FirmERISA ComplianceHIPAA ComplianceACA Compliance

About the role

Key responsibilities & impact

Build and maintain strong client relationships as the primary point of contact
Assess client needs and develop tailored benefit solutions
Lead renewals by preparing, analyzing, and presenting benefit options, benchmarking, claim experience, contribution modeling, and plan design alternatives
Manage the client service calendar, including onboarding, renewals, open enrollment preparation, compliance updates, and plan documentation
Ensure benefit programs comply with ERISA, HIPAA, and ACA requirements, including 5500 filings and plan documents
Liaise with carriers and vendors to negotiate contracts, resolve issues, solicit proposals, and manage policy activity
Oversee new client onboarding, including timely C-suite engagement
Partner with Client Success Specialists and internal teams to clarify data needs and monitor task progress
Develop employee-facing communication materials, including Benefit Guides, and coordinate or conduct enrollment meetings
Maintain accuracy, timeliness, and completeness in all interactions
Identify process, tool, and workflow improvement opportunities and escalate issues to leadership

Requirements

What you’ll need

Strong industry knowledge of benefit programs, preferably in a brokerage firm
Strong analytical and problem-solving skills
Ability to manage multiple projects and priorities effectively
Commitment to providing exceptional client service
Ability to evaluate complex information, identify issues within defined parameters, and recommend next steps
Strong attention to detail when reviewing materials for completeness and accuracy
Proficiency with Agency Management Systems (e.g., Brokerage Builder), Microsoft Office Suite (Excel, Word, PowerPoint, Outlook), Zywave, AI-enabled tools, and digital workflow platforms
Ability to prioritize tasks, manage deadlines, and follow structured processes
Strong client relationship-building and proactive service orientation
Clear communication regarding status and next steps
Ability to work effectively within cross-functional teams
Strong verbal, written, and presentation skills
Bachelor's degree in business, insurance, finance, or related field
Current state Life & Health license required
2-4+ years of employee benefits and account management experience
Foundational understanding of employee benefits processes and renewal workflows
Functional knowledge of self-funded and level-funded plan types
Experience coordinating with offshore teams or third-party partners preferred
Professional insurance designation preferred