Senior Strategic Benefits Relationship Leader

The-Baldwin-Group; Boston (MA); Vor Ort; USD 81.000 - 99.000; Vollzeit

Zusammenfassung

The Baldwin Group in Boston, MA, is seeking a Senior Client Relationship Manager to lead relationships with mid-to-high complexity employee benefits clients. You will analyze plan performance data, advise on design and coverage strategy, and guide multi-year renewal plans with cross-functional teams.

You will own the renewal cycle, deliver QBR insights, and ensure compliant, accurate communications while mentoring peers and driving improvements across the service delivery model.

Qualifikationen

• Bachelor’s degree in business, Insurance, finance or a related field; professional designations strongly preferred.
• Current state license required (Life & Health).
• 4–6+ years of employee benefits and account management experience with demonstrated client service and strategic benefits consulting.
• Advanced understanding of employee benefits processes, market dynamics, exposures, and renewal lifecycles.
• Experience coordinating with offshore teams or third-party partners to support complex workflows.

Aufgaben

• Foster and maintain strong relationships with assigned clients.
• Provide meaningful consulting by interpreting complex plan performance data and advising on plan design and coverage strategy.
• Lead renewal strategy by preparing analyses, benchmarking, and presenting options; collaborate with Compliance and Population Health teams.
• Prepare and deliver QBR insights with advanced dashboard interpretation and trend analysis.
• Review and approve client-facing materials for accuracy and alignment with strategy; ensure timely communications.

Kenntnisse

Strategic Execution

Client Advisory

Quality Assurance

Systems Agility

Planning

Earns Trust

Peer Relationships

Client Focus

Presentation Skills

Ausbildung

Bachelor's degree in business/insurance/finance

Tools

Brokerage Builder (Agency Management System)

Microsoft Excel

AI-enabled tools

Digital workflow platforms

Jobbeschreibung

The Baldwin Group in Boston, MA, is seeking a Senior Client Relationship Manager to lead relationships with mid-to-high complexity employee benefits clients. You will analyze plan performance data, advise on design and coverage strategy, and guide multi-year renewal plans with cross-functional teams.

You will own the renewal cycle, deliver QBR insights, and ensure compliant, accurate communications while mentoring peers and driving improvements across the service delivery model.