Client Relationship Manager, Employee Benefits

The Baldwin Group

. Foster and maintain strong relationships with assigned clients .

Posted 9/23/2026full-timeIrvine • California • United StatesMid-LevelSenior💰 $113,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in employee benefits management, strategic consulting, and compliance with federal and state regulations. Proficient in analyzing complex benefits data and delivering insights to clients while managing multiple timelines and fostering strong client relationships.

Highest-signal resume keywords

Employee Benefits ManagementClient Service ExpertiseStrategic Benefits ConsultingLife & Health LicenseAdvanced Data Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Plan AdministrationRenewal StrategyCompliance ManagementBenefit DesignMarket Dynamics UnderstandingFunding Arrangements KnowledgeEnrollment Issue ResolutionBilling Issue InvestigationProcess ImprovementPresentation Skills

Soft Skills

Strong Attention to DetailExcellent Communication SkillsMentoringCollaborationProblem-Solving

Tools & Technologies

Agency Management SystemsMicrosoft ExcelAI-Enabled ToolsDigital Workflow Platforms

Certifications & Qualifications

Bachelor’s Degree in Business, Insurance, Finance or Related FieldProfessional Designations PreferredCurrent State License (Life & Health)

Industry Keywords

Employee BenefitsAccount ManagementPlan Performance DataCompliance RisksQuarterly Business ReviewClient SuccessThird-Party PartnersClaim ExperienceContribution ModelingRenewal Lifecycles

About the role

Key responsibilities & impact

Foster and maintain strong relationships with assigned clients
Interpret complex plan performance data and advise on plan design and coverage strategy
Ensure compliance with federal and state regulations
Lead full renewal strategy, including benefit options, benchmarking, claim experience, contribution modeling, and plan design alternatives
Prepare and deliver Quarterly Business Review insights, trend analysis, and strategic recommendations
Review, refine, and approve employee-facing communication materials, including Benefit Guides
Manage the client compliance calendar and advise on emerging compliance risks
Partner with Client Success Specialists, Advisors, and third-party partners to clarify data needs and troubleshoot issues
Resolve escalated enrollment discrepancies, eligibility questions, and coverage issues
Coordinate deliverables across internal teams for renewals, onboarding, audits, and major client events
Investigate and resolve complex billing issues, claim disputes, and endorsement requests
Mentor colleagues and contribute to process improvement initiatives
Collaborate with the Client Executive, Client Success Specialist, Advisor, carriers, and internal support colleagues to deliver exceptional service

Requirements

What you’ll need

Bachelor’s degree in business, Insurance, finance or a related field; professional designations strongly preferred
Current state license required (Life & Health)
4-6+ years of employee benefits and account management experience
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
Experience coordinating with offshore teams, shared service centers, or third-party partners is preferred
Excellent verbal and written communication skills
Ability to deliver presentations to executive decisionmakers and employee groups
Advanced ability to analyze complex benefits data and interpret plan performance
Ability to resolve escalated or highly complex client issues
Strong attention to detail and ability to manage multiple complex client timelines
Proficiency in Agency Management Systems (e.g., Brokerage Builder), Microsoft Excel, AI-enabled tools, and digital workflow platforms