Senior Employee Benefits Relationship Leader

The-Baldwin-Group; Chattanooga (TN); On-site; USD 110,000 - 140,000; Full time

Job summary

The Baldwin Group seeks a Sr. Client Relationship Manager (Sr.

CRM) in Employee Benefits to serve as the primary relationship manager for mid-to-high complexity clients, overseeing renewals, compliance, and strategic partnership efforts. You will apply advanced benefits expertise to lead multi-year renewal strategies and deliver proactive, strategic guidance that strengthens client satisfaction and retention.

Qualifications

• 4–6+ years of employee benefits and account management experience.
• Bachelor’s degree in business, Insurance, finance or related field; professional designations strongly preferred.
• Current state Life & Health license required.
• Excellent verbal and written communication; ability to present to executives.

Responsibilities

• Maintain strong relationships with assigned clients and provide strategic guidance.
• Lead multi-year renewal strategy and advise on plan design and coverage strategy.
• Prepare and deliver Quarterly Business Review (QBR) insights and data-driven recommendations.
• Ensure compliance with federal/state regulations and manage complex client issues.
• Coordinate with cross-functional teams to meet renewal timelines and deliverables.
• Resolve escalated enrollment discrepancies and billing 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 or related field

Life & Health license (state)

Tools

Brokerage Builder

Microsoft Excel

AI-enabled tools

Digital workflow platforms

Job description

The Baldwin Group seeks a Sr. Client Relationship Manager (Sr.

CRM) in Employee Benefits to serve as the primary relationship manager for mid-to-high complexity clients, overseeing renewals, compliance, and strategic partnership efforts. You will apply advanced benefits expertise to lead multi-year renewal strategies and deliver proactive, strategic guidance that strengthens client satisfaction and retention.