Client Relationship Manager, Employee Benefits

Baldwin Group Colleague, Inc.; Fort Myers (FL); Presencial; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

The Baldwin Group is seeking a Client Relationship Manager (CRM), Employee Benefits, to serve as the primary liaison between insurance carriers and clients, overseeing benefit programs, renewals, and day‑to‑day service inquiries. They ensure plan compliance, analyze benefit trends, and provide guidance on coverage, with the goal of driving client satisfaction and retention.

This role collaborates with internal Baldwin teams to ensure excellent service delivery.

Formación

• Experience in employee benefits and account management.
• Strong analytical and problem-solving skills.
• Ability to manage multiple projects.
• Excellent client service mindset.
• Proficiency with MS Office and brokerage tools.
• Strong presentation skills.

Responsabilidades

• Build and maintain strong client relationships and be the primary contact.
• Lead renewals by analyzing options and presenting plans.
• Manage the client service calendar and onboarding.
• Ensure compliance with ERISA, HIPAA, ACA and 5500 filings.
• Coordinate with carriers and vendors to negotiate contracts.
• Develop employee communication materials and enrollment meetings.

Conocimientos

Client relationships

Renewals process

Benefit programs

Cross-functional work

Presentation skills

MS Office

Agency systems

Educación

Bachelor’s degree

Life & Health license

Herramientas

Brokerage Builder

Zywave

Excel

Brokerage tools

Descripción del empleo

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad.

The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business.

The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.

The Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day‑to‑day service inquiries. They ensure plan compliance, analyze benefit trends, and provide advice and guidance on coverage, with the goal of driving client relationships, satisfaction, and retention. The CRM applies practical benefits knowledge to ensure timely, accurate deliverables and supports the delivery of a consistent “Peace of Mind” client experience. This role collaborates closely with the Client Success Specialist, Advisor, carriers, and internal Baldwin support colleagues to ensure excellent service delivery.

Position Summary

The Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day‑to‑day service inquiries. They ensure plan compliance, analyze benefit trends, and provide advice and guidance on coverage, with the goal of driving client relationships, satisfaction, and retention. The CRM applies practical benefits knowledge to ensure timely, accurate deliverables and supports the delivery of a consistent “Peace of Mind” client experience. This role collaborates closely with the Client Success Specialist, Advisor, carriers, and internal Baldwin support colleagues to ensure excellent service delivery.

Primary Responsibilities

• Build and maintain strong client relationships as the primary point of contact, proactively communicating expectations, updates, and strategic recommendations.
• Assess client needs and develop tailored benefit solutions, including evaluating existing programs and identifying opportunities for additional coverage.
• Lead the renewal process by preparing, analyzing, and effectively presenting benefit options, benchmarking, claim experience, contribution modeling, and plan design alternatives.
• Manage the client service calendar, including onboarding, renewals, open enrollment preparation, compliance updates, and delivery of required plan documentation.
• Ensure benefit programs comply with federal and state regulations (ERISA, HIPAA, ACA) and oversee related compliance activities such as 5500 filings and plan documents.
• Liaise with carriers and vendors to negotiate contracts, resolve issues, solicit proposals, and manage policy activity to ensure timely, accurate service delivery.
• Oversee new client onboarding in alignment with the Peace of Mind process, including timely C‑suite engagement.
• Partner with Client Success Specialists and internal teams to clarify data needs, monitor task progress, and maintain consistent, high‑quality workflows.
• Develop employee facing communication materials, including Benefit Guides, and coordinate or conduct enrollment meetings.
• Maintain high standards of accuracy, timeliness, and completeness in all interactions.
• Identify opportunities to improve processes, tools, and workflows, escalating issues to leadership as needed.

Required Knowledge & Experience

• Strong industry knowledge of benefit programs, preferably in a brokerage firm.
• Strong analytical and problem‑solving skills.
• Ability to manage multiple projects and priorities effectively.
• A commitment to providing exceptional client service.
• Ability to evaluate complex information, identify issues within defined parameters, and recommend next steps.
• Strong attention to detail when reviewing materials for completeness and accuracy.
• Proficiency with Agency Management Systems (e.g., Brokerage Builder), Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) Products, Zywave and digital workflow tools.
• Able to prioritize tasks, manage deadlines, and follow structured processes to support client commitments.
• Build strong relationships with clients through responsive, reliable communication and a proactive service‑oriented approach.
• Demonstrates firm’s core values with aligned corporate culture. Including reliability, integrity, and follow‑through; communicates clearly about status and next steps.
• Works effectively within cross‑functional teams, contributing to shared objectives and escalating issues constructively.
• Strong presentation skills, both verbal and written communications.

Qualifications

• Bachelor’s degree in business, insurance, finance, or related field; professional insurance designation preferred.
• Current state License required (Life & Health) 2‑4+ years of employee benefits and account management experience.
• Excellent verbal and written communication skills to deliver presentations to decision‑makers and employees.
• Foundational understanding of employee benefits processes, and renewal workflows, including functional knowledge of plan funding types such as self‑funded and level‑funded.
• Experience coordinating with offshore teams or third‑party partners is preferred.

Skills & Behaviors

• Functional/Technical Skills Strategic Execution: Navigating workflows through proactive performance measurement and decisive resolution of complex carrier or compliance escalations.
• Client Advisory: Applies expertise to inform recommendations and provide guidance in Employee Benefits (market strategy, exposure analysis).
• Quality Assurance: Expertise in performing high‑level quality assurance on complex technical deliverables produced by others.
• Systems Agility: High proficiency in Agency Management Systems (e.g., Brokerage Builder), Microsoft Excel, AI‑enabled tools, and digital workflow platforms.
• Behaviors Planning: Strategic prioritization and time management; planning and prioritizing work to meet commitments aligned with organizational goals.
• Earns Trust: Confidence in advising clients on complex matters; gaining the confidence and trust of others through honesty, integrity, and authenticity.
• Peer Relationships: can solve problems with teams with a minimum of noise; builds partnerships and works collaboratively with others to meet shared objectives.
• Client Focus: Builds strong client relationships and delivers client‑centric solutions that exceed expectations.

The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance.

Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country.

At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams.

We Protect the Possible.

The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.