Client Success Specialist, Employee Benefits

The Baldwin Group

. Deliver on stewardship promises by owning assigned tasks, meeting due dates, and tracking progression in the Agency Management System .

Posted 9/29/2026full-timeIrvine • California • United StatesJunior💰 $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in employee benefits management, including compliance activities, process execution, and client service. Proficient in utilizing Agency Management Systems and Microsoft Office tools to support documentation and communication needs.

Highest-signal resume keywords

Employee Benefits ExperienceAgency Management Systems ProficiencyInsurance LicensesMicrosoft Excel SkillsProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Employee Benefits CoveragesPolicy ProcessesRegulatory RequirementsData InterfacesOpen Enrollment ActivitiesConflict ResolutionDocumentation CreationClaims UpdatesBenefits AdministrationProcess Efficiencies

Soft Skills

Strong Verbal CommunicationStrong Written CommunicationCross-Functional CoordinationProblem SolvingClient Service Orientation

Tools & Technologies

Agency Management SystemsMicrosoft OfficeAI-Enabled ToolsDigital Workflow PlatformsPayroll/Benefit Technology Systems

Certifications & Qualifications

Insurance Licenses

Industry Keywords

COBRAEOIBenefits AdministrationOpen EnrollmentClient Service Role

About the role

Key responsibilities & impact

Deliver on stewardship promises by owning assigned tasks, meeting due dates, and tracking progression in the Agency Management System
Independently lead process execution and cross-functional coordination for assigned clients
Oversee open enrollment activities, anticipate issues, resolve conflicts, and deliver high-quality service
Identify discrepancies, determine root causes, and resolve or appropriately escalate issues
Support compliance activities including COBRA, EOI, notices, and plan documentation
Maintain accurate records across systems, files, and client documentation
Coordinate with carriers, vendors, internal teams, and care center colleagues to resolve escalated issues
Advise colleagues and third-party partners on complex eligibility situations and benefits questions
Create client-ready documentation and recommendations
Prepare renewal materials, open enrollment instructions, COBRA information, claims updates, and benefits administration communications
Identify and contribute to process efficiencies and improvements
Support implementations and open enrollment by identifying service risks
Support retention and growth of an assigned book of business
Participate in open enrollment calls and meetings as a knowledgeable point of contact

Requirements

What you’ll need

Bachelor’s degree in business, human resources, finance, insurance, or a related field preferred
1-3+ years of employee benefits experience in a brokerage, carrier, or other client service role
Must hold or obtain and maintain all required insurance licenses for the role and jurisdictions served
Working knowledge of employee benefits coverages, policy processes, and regulatory requirements
Familiarity with payroll/benefit technology systems and basic data interfaces
Able to learn Agency Management Systems
Microsoft Office skills, particularly Excel, Word, and PowerPoint
Strong verbal and written communication skills
Familiarity with employee benefits processes and renewal workflows
Previous experience working with offshore teams or shared service centers preferred
Proficiency in Agency Management Systems, Microsoft Excel, AI-enabled tools, and digital workflow platforms