Senior Employee Benefits Strategy Lead

Baldwin Group Colleague; Boston (MA); In loco; USD 110.000 - 165.000; Tempo pieno

Descrizione del lavoro

Baldwin is seeking a Sr Client Relationship Manager (Sr. CRM), Employee Benefits, to lead a portfolio of mid to high complexity clients with renewal strategy, compliance, and strategic guidance.

You will work with Advisors, CSS, carriers, and Baldwin teams to deliver proactive service and a seamless client experience. The role emphasizes advanced benefits knowledge, independent day-to-day client delivery, and collaboration across internal and external partners to ensure retention and

Competenze

• Advanced ability to analyze complex benefits data.
• Capable of resolving escalated or highly complex client issues.
• Strong attention to detail when reviewing renewal documents and communications.
• Ability to manage multiple complex client initiatives.

Mansioni

• Foster and maintain strong relationships with assigned clients.
• Provide meaningful consulting by interpreting complex plan performance and advising on design.
• Ensure compliance with federal and state regulations; escalating only highly novel or enterprise level scenarios as appropriate.
• Lead the full renewal strategy by preparing, analyzing, and presenting benefit options, benchmarking, claim experience, contribution modeling, and plan design alternatives.
• Prepare and deliver Quarterly Business Review (QBR) insights, including advanced dashboard interpretation, trend analysis, and strategic recommendations.
• Review, refine, and approve employee facing communication materials-including Benefit Guides.
• Manage the client compliance calendar, ensuring timely and accurate delivery of notices and plan documentation.
• Partner with Client Success Specialists, Advisors, and third-party partners to clarify data needs and troubleshoot issues.
• Resolve escalated enrollment discrepancies, eligibility questions, and coverage issues.
• Plan, coordinate, and oversee deliverables across internal teams to ensure renewal cycles and major client events run smoothly.
• Investigate and resolve complex billing issues, claim disputes, and endorsements with carriers and internal experts.

Conoscenze

Benefits data analysis

Renewals planning

Regulatory compliance

Client relations management

Escalation resolution

Descrizione del lavoro

Baldwin is seeking a Sr Client Relationship Manager (Sr. CRM), Employee Benefits, to lead a portfolio of mid to high complexity clients with renewal strategy, compliance, and strategic guidance.

You will work with Advisors, CSS, carriers, and Baldwin teams to deliver proactive service and a seamless client experience. The role emphasizes advanced benefits knowledge, independent day-to-day client delivery, and collaboration across internal and external partners to ensure retention and