Senior Client Benefits Relationship Manager

The Baldwin Group; Irvine (CA); Hybrid; USD 100,000 - 110,000; Full time

Job summary

The Baldwin Group in Irvine, CA is seeking a Sr. Client Relationship Manager, Employee Benefits, to lead a portfolio of mid-to-high complexity clients.

You will oversee employee benefit programs, renewals, retention, and strategic partnerships, applying advanced benefits expertise to guide multi-year renewal strategies and compliance. You will collaborate with Advisors, Client Executives, and carriers to ensure exceptional service, mentor colleagues, and drive process improvements, delivering a

Qualifications

• 4–6+ years in employee benefits and account management.
• Licensed Life & Health insurance is required.
• Excellent verbal and written communication to executive decision-makers.

Responsibilities

• Foster and maintain strong client relationships.
• Interpret complex plan performance and advise on plan design.
• Lead renewal strategy with benchmarking, modeling, and design options.
• Prepare QBR insights with trend analysis and strategic recommendations.
• Coordinate with teams to ensure timely renewal deliverables and client events.
• Resolve enrollment discrepancies and escalated issues with carriers.

Skills

Strategic execution

Client advisory

Quality assurance

Systems agility

Planning

Earns trust

Client focus

Education

Bachelor’s degree in business, Insurance, finance

Life & Health license

Tools

Brokerage Builder

Microsoft Excel

AI-enabled tools

Digital workflow platforms

Job description

The Baldwin Group in Irvine, CA is seeking a Sr. Client Relationship Manager, Employee Benefits, to lead a portfolio of mid-to-high complexity clients.

You will oversee employee benefit programs, renewals, retention, and strategic partnerships, applying advanced benefits expertise to guide multi-year renewal strategies and compliance. You will collaborate with Advisors, Client Executives, and carriers to ensure exceptional service, mentor colleagues, and drive process improvements, delivering a