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 10/8/2026full-timeHouston • Texas • United StatesSeniorWebsite

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 and mentorship to client management teams. Proficient in analyzing claims data and maintaining strong relationships with insurance partners to drive client satisfaction and business growth.

Highest-signal resume keywords

Client Benefit Plan ManagementCompliance with ACA, FMLA, COBRA, ERISAData Analysis and ReportingClient Relationship ManagementInsurance License Maintenance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Insurance and Benefits ExperienceData AnalysisRisk Management ConsultingPolicy Activity ManagementMicrosoft ExcelMicrosoft PowerPointMicrosoft PublisherMicrosoft OutlookMicrosoft WordClient Management

Soft Skills

Strong Communication SkillsInterpersonal SkillsPresentation SkillsCollaborationAttention to Detail

Certifications & Qualifications

Certified Employee Benefits Specialist (CEBS)SPHRPHR

Industry Keywords

Client ComplianceClaims Data AnalysisInsurance Company PartnershipsBook of Business ManagementGovernment Regulations

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 all policy activity and stewardship aspects in the assigned book of business
Analyze and report relevant claims data for larger accounts, identify trends, and compare client data with industry benchmarks
Ensure client compliance with benefits requirements 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
Promote vigilance, accountability, collaboration, ethical standards, and client satisfaction
Maintain accuracy, timeliness, completion, organization, and attention to detail when interacting with clients, the firm, and insurance company partners
Manage large accounts independently
Review existing accounts for additional insurance lines and changes throughout the year and at renewal
Cultivate relationships with insurance company partners
Manage competing priorities and adapt to changing 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 produce clear and effective communication to audiences
Capability to work effectively in a collaborative team environment
Intermediate to advanced knowledge of Microsoft Excel, PowerPoint, Publisher, Outlook, and Word
Ability to learn appropriate insurance company and firm software systems
Some travel is required
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