Benefits & Client Success Lead

baldwin; Irvine (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

The Baldwin Group is seeking a Client Success Specialist to independently manage renewal lifecycles, enrollment, and compliance activities for clients nationwide. You will coordinate with Client Relationship Managers, carriers, and internal teams to ensure accurate, timely outcomes and exemplary service.

The role emphasizes discretion, judgment, and strong benefits knowledge to deliver a high-quality client experience while navigating complex eligibility and documentation.

Responsibilities

• Deliver on Stewardship Promises to clients by owning assigned tasks, meeting required due dates, and tracking progression within the Agency Management System.
• Independently lead process execution and cross-functional coordination for assigned clients.
• Oversee the open enrollment activities of the peace of mind timeline, exercising independent judgement to anticipate issues, resolve conflicts and deliver high-quality service.
• Identify discrepancies and independently determine root causes and resolves issues directly or escalates appropriately.
• Support compliance-related activities (e.g., COBRA, EOI, notices, plan documentation) and ensure complete, accurate recordkeeping across systems, files, and client documentation.
• Partner with care center colleagues as needed by coordinating with carriers, vendors, and internal teams to resolve escalated issues and clearly communicating outcomes to clients and members.
• Advise internal colleagues and third-party partners on complex eligibility situations and benefits questions, synthesize benefits information and create client-ready documentation to forumulate recommendations on appropriate paths forward.
• Prepare external communications such as renewal materials, open enrollment instructions, COBRA information, claims updates, and benefits administration messages.
• Proactively identify and contribute to process efficiencies and improvements, recommending and helping implement changes that enhance quality, timeliness, and client experience.
• Partners with shared services partners and third-party vendors by applying subject matter expertise and identifying service risks during implementations and open enrollment.
• Supports retention and growth of an assigned book of business by delivering accurate, timely benefits administration and high-quality client experience.
• Participates in open enrollment calls and/or meetings, servi

Job description

The Baldwin Group is seeking a Client Success Specialist to independently manage renewal lifecycles, enrollment, and compliance activities for clients nationwide. You will coordinate with Client Relationship Managers, carriers, and internal teams to ensure accurate, timely outcomes and exemplary service.

The role emphasizes discretion, judgment, and strong benefits knowledge to deliver a high-quality client experience while navigating complex eligibility and documentation.