Client Relationship Manager – Employee Benefits

The Baldwin Group

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

Posted 10/14/2026full-timeFort Myers • Florida • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client relationship management and communication skills while ensuring compliance with ERISA, HIPAA, and ACA requirements. Proficient in analyzing employee benefit programs and developing tailored solutions to meet client needs.

Highest-signal resume keywords

Client Relationship ManagementEmployee Benefits KnowledgeAnalytical SkillsProject ManagementCompliance Expertise

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Employee Benefits AnalysisPlan Design AlternativesContribution ModelingBenchmarkingSelf-Funded Plan FundingLevel-Funded Plan FundingRenewal WorkflowsData EvaluationProcess ImprovementDocumentation Review

Soft Skills

Problem-SolvingAttention to DetailProactive Service OrientationCross-Functional Team CollaborationVerbal and Written Communication

Tools & Technologies

Agency Management SystemsBrokerage BuilderMicrosoft Office SuiteZywaveAI-Enabled ToolsDigital Workflow Tools

Certifications & Qualifications

Life & Health LicenseProfessional Insurance Designation

Industry Keywords

ERISA ComplianceHIPAA ComplianceACA ComplianceEmployee Benefits ProgramsBrokerage Firm Experience

About the role

Key responsibilities & impact

Build and maintain strong client relationships as the primary point of contact
Communicate expectations, updates, and strategic recommendations proactively
Assess client needs and develop tailored benefit solutions
Evaluate existing programs and identify opportunities for additional coverage
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 required plan documentation
Ensure benefit programs comply with ERISA, HIPAA, and ACA requirements
Oversee compliance activities such as 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
Coordinate or conduct enrollment meetings
Maintain accuracy, timeliness, and completeness in all interactions
Identify process, tool, and workflow improvements and escalate issues to leadership

Requirements

What you’ll need

Strong industry knowledge of employee benefit programs, preferably in a brokerage firm
Strong analytical and problem-solving skills
Ability to manage multiple projects and priorities effectively
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 tools
Ability to prioritize tasks, manage deadlines, and follow structured processes
Strong client relationship-building and proactive service orientation
Ability to work effectively within cross-functional teams
Strong verbal and written 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
Excellent verbal and written communication skills for presentations to decision-makers and employees
Foundational understanding of employee benefits processes and renewal workflows
Functional knowledge of self-funded and level-funded plan funding types
Experience coordinating with offshore teams or third-party partners preferred
Professional insurance designation preferred