Senior Client Relationship Manager, Employee Benefits – Middle Market

The Baldwin Group

. Foster and maintain strong relationships with assigned clients .

Posted 10/7/2026full-timeRemote • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in employee benefits consulting, plan administration, and compliance with federal and state regulations. Proficient in analyzing complex benefits data and delivering strategic recommendations to clients.

Highest-signal resume keywords

Client Relationship ManagementEmployee Benefits ConsultingCompliance ManagementData AnalysisPresentation Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Plan AdministrationStrategic Benefits ConsultingEmployee Benefits ProcessesFunding ArrangementsRenewal LifecyclesComplex Data AnalysisClient ServiceAccount ManagementEscalated Issue ResolutionProcess Improvement

Soft Skills

Verbal CommunicationWritten CommunicationMentoringCollaborationProblem Solving

Tools & Technologies

Agency Management SystemsBrokerage BuilderMicrosoft ExcelAI-Enabled ToolsDigital Workflow Platforms

Certifications & Qualifications

Bachelor's DegreeCurrent State License (Life & Health)

Industry Keywords

Employee BenefitsPlan DesignCompliance RisksQuarterly Business ReviewBenchmarkingClaims ExperienceContribution ModelingClient SuccessOffshore CoordinationShared Service Centers

About the role

Key responsibilities & impact

Foster and maintain strong relationships with assigned clients
Provide consulting by interpreting complex plan performance data and advising on plan design and coverage strategy
Ensure compliance with federal and state regulations
Lead full renewal strategy, including benefit options, benchmarking, claims 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 identify 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 renewal cycles, onboarding, audits, and major client events
Investigate and resolve 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

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, funding arrangements, and renewal lifecycles
Experience coordinating with offshore teams, shared service centers, or third-party partners preferred
Excellent verbal and written communication skills
Ability to deliver presentations to executive decisionmakers and employee groups
High proficiency in Agency Management Systems such as Brokerage Builder, Microsoft Excel, AI-enabled tools, and digital workflow platforms
Advanced ability to analyze complex benefits data and interpret plan performance
Ability to resolve escalated or highly complex client issues
Ability to manage multiple complex client timelines and meet deadlines