Employee Benefits Relationship Partner

CAC Group; Birmingham (AL); On-site; USD 65,000 - 100,000; Full time

Job summary

CAC Group, part of 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. This role ensures plan compliance, analyzes benefit trends, and provides guidance on coverage, with the goal of driving client relationships and retention.

The CRM collaborates with the Client Success Specialist, Advisor, carriers, and Baldwin

Qualifications

• Bachelor’s degree in business, insurance, finance, or related field.
• Current Life & Health license.
• 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, renewal workflows, and plan funding types such as self‑funded and level‑funded.

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.

Skills

Client relationships

Analytical skills

Project management

Communication skills

Cross-functional teamwork

Agency Management System experience

Education

Bachelor’s degree in business, insurance, finance, or related field

Current Life & Health license

Tools

Brokerage Builder

Microsoft Office

Excel

PowerPoint

Outlook

Zywave

Digital workflow tools

Job description

CAC Group, part of 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. This role ensures plan compliance, analyzes benefit trends, and provides guidance on coverage, with the goal of driving client relationships and retention.

The CRM collaborates with the Client Success Specialist, Advisor, carriers, and Baldwin