Employee Benefits CRM: Client Relationships & Strategy

Baldwin Group Colleague, Inc.; Fort Myers (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client relationships

Renewals process

Benefit programs

Cross-functional work

Presentation skills

MS Office

Agency systems

Education

Bachelor’s degree

Life & Health license

Tools

Brokerage Builder

Zywave

Excel

Brokerage tools

Job description

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.