Senior Client Benefits Relationship Strategist

Baldwin Group Colleague, Inc.; Chattanooga (TN); Vor Ort; USD 90.000 - 140.000; Vollzeit

Zusammenfassung

The Baldwin Group seeks a Sr Client Relationship Manager, Employee Benefits, to lead a portfolio of mid to high complexity clients, guiding renewal strategy, compliance, and strategic benefit consulting. You will mentor colleagues and drive day-to-day client delivery in partnership with Advisors, CSS, and carriers to ensure a consistent Peace of Mind client experience.

In this role you will collaborate closely with the Client Executive and internal Baldwin support teams to strengthen

Qualifikationen

• Bachelor’s degree or higher in business, Insurance, Finance, or related field.
• Current Life & Health license required in the state.
• 4–6+ years of employee benefits and account management experience.
• Advanced understanding of employee benefits processes, market dynamics, and renewal lifecycles.
• Experience coordinating with offshore teams or third-party partners is preferred.
• Excellent verbal and written communication skills with executive audiences.

Aufgaben

• Foster and maintain strong relationships with assigned clients.
• Provide consulting by interpreting complex plan performance data and advising on design/coverage strategy.
• Ensure compliance with federal and state regulations; escalate only highly novel scenarios.
• Lead renewal strategy with option analysis, benchmarking, and plan design alternatives.
• Prepare and deliver QBR insights with advanced dashboard interpretation and trend analysis.
• Review and approve client-facing communications for accuracy and alignment.
• Manage client compliance calendars and identify emerging risks.
• Collaborate with CSS, Advisors, and carriers to ensure timely, data-driven deliverables.
• Resolve enrollment discrepancies and complex billing issues, coordinating with carriers.

Kenntnisse

Employee benefits

Account management

Client service

Strategic consulting

Verbal and written communication

Executive presentation

Ausbildung

Bachelor’s degree in business, Insurance, finance or a related field

Tools

Brokerage Builder

Microsoft Excel

AI-enabled tools

Digital workflow platforms

Jobbeschreibung

The Baldwin Group seeks a Sr Client Relationship Manager, Employee Benefits, to lead a portfolio of mid to high complexity clients, guiding renewal strategy, compliance, and strategic benefit consulting. You will mentor colleagues and drive day-to-day client delivery in partnership with Advisors, CSS, and carriers to ensure a consistent Peace of Mind client experience.

In this role you will collaborate closely with the Client Executive and internal Baldwin support teams to strengthen