Senior Client Executive, Employee Benefits

The Baldwin Group

. Lead tactical and operational leadership in the design, development, implementation, administration, and communication of assigned client benefit plans .

Posted 9/21/2026full-timeIrvine • California • United StatesSenior💰 $175,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client benefit plans, ensuring compliance with regulations such as ACA, FMLA, and ERISA, while providing strategic recommendations to meet clients' long-term objectives. Proven ability to lead teams, analyze claims data, and cultivate relationships with insurance partners.

Highest-signal resume keywords

Client Benefit Plan ManagementCompliance with ACA, FMLA, COBRA, ERISAData Analysis and ReportingTeam Leadership and MentorshipInsurance License Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Claims Data AnalysisClient ManagementRisk Management ConsultingPolicy StewardshipRevenue Generation

Soft Skills

Strong Communication SkillsInterpersonal SkillsPresentation SkillsCollaborative TeamworkAdaptability in Fast-Paced Environments

Tools & Technologies

Microsoft ExcelMicrosoft PowerPointMicrosoft PublisherMicrosoft OutlookMicrosoft Word

Certifications & Qualifications

Certified Employee Benefits Specialist (CEBS)SPHRPHR

Industry Keywords

InsuranceBenefits AdministrationClient Relationship ManagementRegulatory ComplianceInsurance Company Partnerships

About the role

Key responsibilities & impact

Lead tactical and operational leadership in the design, development, implementation, administration, and communication of assigned client benefit plans
Make recommendations based on clients’ long-term objectives
Manage a book of business generating a minimum of $1M in revenue
Manage policy activity and stewardship for the assigned book of business
Analyze and report relevant claims data for larger accounts, identifying trends and comparing client data with industry benchmarks
Ensure client benefits compliance and advise clients on the impact of the ACA and future government changes
Maintain knowledge of government regulations and ensure compliance with FMLA, COBRA, ACA, ERISA, and other applicable laws and regulations
Fulfill reporting and compliance requirements
Provide training and mentorship to the Client Executive Team
Manage large accounts independently without assistance from leadership or an Advisor
Review accounts for additional insurance lines and year-round or renewal changes
Cultivate relationships with insurance company partners
Manage changing priorities and responsibilities
Identify opportunities to improve the firm, business segment, and processes
Escalate issues and discrepancies to appropriate leadership
Complete special projects as assigned

Requirements

What you’ll need

Obtain and maintain state insurance license(s), as required by the State Department of Insurance, to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions
Minimum of seven (7) years of insurance and/or benefits related experience, including leading a client management team
Strong communication, presentation, and interpersonal skills
Ability to work effectively in a collaborative team environment
Intermediate to advanced knowledge of Microsoft apps: Excel, PowerPoint, Publisher, Outlook, and Word
Ability to learn appropriate insurance company and firm software systems
Bachelor’s degree in human resources management, Accounting, Finance, Business, or another related concentration is preferred
Certified Employee Benefits Specialist (CEBS), SPHR, or PHR is preferred
Ability to work in a fast-paced, multi-tasking environment