Client Relationship Manager - Employee Benefits

The Baldwin Group; Fort Myers (FL); Presencial; USD 70.000 - 90.000; Jornada completa

Descripción de la vacante

The Baldwin Group, an award-winning insurance brokerage, seeks a Client Relationship Manager (CRM) for Employee Benefits to serve as the primary liaison between carriers and clients. You will manage benefit programs, renewals, and day-to-day service inquiries, ensuring compliance and delivering timely, accurate results with a Peace of Mind experience.

You will collaborate with Client Success Specialists and carriers to analyze trends, design plans, and present options while contributing to

Formación

• Bachelor’s degree in business, insurance, finance, or related field.
• Life & Health license current in the relevant state.
• 2–4+ years of employee benefits and account management experience.
• Excellent verbal and written communication skills for executives and employees.
• Foundational understanding of plan funding types (self-funded and level-funded).
• Experience coordinating with offshore teams or third-party partners is preferred.

Responsabilidades

• Build and maintain strong client relationships as the primary 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 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 5500 filings and plan documents.
• Liaise with carriers and vendors to negotiate contracts, resolve issues, solicit proposals, and manage policy activity.
• 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 high-quality workflows.
• Develop employee facing communication materials, including Benefit Guides, and coordinate 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.

Conocimientos

Benefit programs knowledge

Analytical skills

Multitasking

Client service

Data interpretation

Detail orientation

Agency Management Systems

Microsoft Office

Zywave

Digital workflow tools

Cross-functional teamwork

Presentation skills

Educación

Bachelor’s degree in business/insurance/finance

Professional insurance designation preferred

Herramientas

Brokerage Builder

Microsoft Excel

PowerPoint

Word

Outlook

Zywave

Digital workflow tools

Descripción del empleo

The Baldwin Group, an award-winning insurance brokerage, seeks a Client Relationship Manager (CRM) for Employee Benefits to serve as the primary liaison between carriers and clients. You will manage benefit programs, renewals, and day-to-day service inquiries, ensuring compliance and delivering timely, accurate results with a Peace of Mind experience.

You will collaborate with Client Success Specialists and carriers to analyze trends, design plans, and present options while contributing to