Hybrid Senior Employee Benefits Relationship Leader

The Baldwin Group; Boston (MA); Hybrid; USD 81,000 - 99,000; Full time

Job summary

The Baldwin Group is seeking a Senior Client Relationship Manager in Boston, MA to serve as the primary relationship manager for mid-to-high complexity employee benefits clients. You will lead multi-year renewal strategies, analyze benefit trends, ensure compliance, and provide proactive guidance that strengthens client satisfaction and retention.

This role requires strong advisory skills, collaboration with cross-functional teams, and the ability to resolve complex service issues while

Qualifications

• Bachelor’s degree in business, Insurance, finance or a related field is required with professional designation preferred.
• Current State Life & Health license is required.
• 4–6+ years in employee benefits/account management with strong client service and plan administration experience.
• Advanced understanding of employee benefits processes, funding arrangements, renewal lifecycles, and exposure analysis.
• Experience coordinating with offshore/shared service teams or third-party partners is preferred.
• Excellent verbal and written communication, including presentations to executive decision-makers.

Responsibilities

• Maintain strong client relationships and deliver consultative guidance.
• Lead renewal strategy with data-driven analyses and presenting benefit options.
• Ensure compliance with federal and state regulations; escalate only high-impact scenarios.
• Prepare QBR insights, trend analysis and strategic recommendations to improve program performance.
• Coordinate with internal teams and carriers to deliver timely renewals and plan documents.
• Resolve escalated billing issues, enrollment discrepancies, and endorsement requests with carriers.

Skills

Strategic execution

Client advisory

Quality assurance

Systems agility

Planning

Earns trust

Peer relationships

Client focus

Education

Bachelor's degree in business, Insurance, finance or related field

Life & Health license

Tools

Brokerage Builder (Agency Management System)

Microsoft Excel

AI-enabled tools

Digital workflow platforms

Job description

The Baldwin Group is seeking a Senior Client Relationship Manager in Boston, MA to serve as the primary relationship manager for mid-to-high complexity employee benefits clients. You will lead multi-year renewal strategies, analyze benefit trends, ensure compliance, and provide proactive guidance that strengthens client satisfaction and retention.

This role requires strong advisory skills, collaboration with cross-functional teams, and the ability to resolve complex service issues while