Senior Client Relationship Manager, Employee Benefits

Baldwin Group Colleague; United States; On-site; USD 100,000 - 140,000; Full time

Job summary

Baldwin is seeking a Sr. Client Relationship Manager in Employee Benefits to serve as the primary relationship manager for a portfolio of mid to high complexity clients.

You will oversee benefit programs, renewals, retention, and strategic partnerships, applying advanced expertise to drive multi-year renewal strategies and compliance. The role requires independent leadership of day-to-day client delivery, mentorship of colleagues, and collaboration with Advisors, CSS, and carriers to ensure

Qualifications

• Advanced ability to analyze complex benefits data and advise clients.
• Ability to resolve highly complex client issues and manage risk.
• Strong attention to detail when reviewing renewal documents and plans.
• Experience guiding multi-year renewal strategies and regulatory compliance.

Responsibilities

• Foster and maintain strong relationships with assigned clients.
• Interpret plan performance data and advise on plan design and coverage strategy.
• Lead renewal strategy with benchmarking, option analysis, and collaboration with internal teams.
• Prepare and deliver QBR insights with advanced dashboard interpretation and trend analysis.
• Ensure accuracy of communications and plan documentation; align with client strategy.
• Coordinate with CSS, Advisors, and carriers to clarify data needs and monitor progress.
• Resolve enrollment discrepancies and complex billing issues with carriers and clients.

Skills

Relationship management

Benefits analysis

Data-driven decisions

Cross-functional collaboration

Attention to detail

Communication

Job description

Baldwin is seeking a Sr. Client Relationship Manager in Employee Benefits to serve as the primary relationship manager for a portfolio of mid to high complexity clients.

You will oversee benefit programs, renewals, retention, and strategic partnerships, applying advanced expertise to drive multi-year renewal strategies and compliance. The role requires independent leadership of day-to-day client delivery, mentorship of colleagues, and collaboration with Advisors, CSS, and carriers to ensure