Sr. Client Manager, Employee Benefits - Insurance Advisory Solutions, West Region

The Baldwin Group; Irvine (CA); Hybrid; USD 90,000 - 110,000; Full time

Job summary

A leading insurance brokerage firm is seeking a Sr. Client Manager for Employee Benefits in Irvine, California. This role involves leading service teams, managing carrier relationships, and improving business processes. The ideal candidate will have strong technical knowledge, excellent client service skills, and a Bachelor’s degree. The position offers a hybrid work environment and a competitive salary range.

Qualifications

• At least five years’ experience in Account Management.
• Active Life and Health license for California.

Responsibilities

• Lead service teams on large accounts and develop placement strategies.
• Assist in establishing and maintaining carrier relationships.
• Identify opportunities for process improvements.

Skills

Client Service

Problem Solving

Technical Knowledge

Communication

Education

Bachelor’s Degree

Tools

Microsoft Office Suite

Job description

Sr. Client Manager, Employee Benefits - Insurance Advisory Solutions, West Region

Apply: remote type: Hybrid | locations: Irvine, California, US | time type: Full time | posted on: Posted 2 Days Ago | job requisition id: JR108028

The Baldwin Group is an award-winning, entrepreneur-led insurance brokerage firm delivering tailored Commercial Insurance, Risk Management, Private Insurance, Employee Benefits, Asset and Income Protection, and Risk Mitigation strategies across the U.S. and abroad. Our highly differentiated culture and industry expertise make us a trusted partner for our clients.

Primary Responsibilities:

• Lead service teams on large accounts, coordinating carrier relationships and developing placement/renewal strategies.
• Assist in establishing and maintaining carrier relationships and perform marketing activities for large accounts.
• Prepare risk maps and review peer risk maps for assigned accounts.
• Coordinate service delivery and complete special projects.
• Identify opportunities for process and business improvements and escalate issues to leadership.
• Mentor new colleagues when requested.

Knowledge, Skills & Abilities:

• Strong technical knowledge of insurance market conditions and carrier underwriting appetites.
• Ability to analyze complex risks and develop appropriate recommendations.
• Excellent client service and problem-solving skills.
• Proficiency in Microsoft Office Suite and ability to learn new software.

Education & Experience:

• Bachelor’s degree preferred; professional insurance designation or working towards it.
• At least five years’ experience in Account Management.
• Active Life and Health license for California.
• Effective communication and presentation skills.
• Aligned with corporate values and culture.

Other:

• Ability to thrive in a fast-paced, multi-tasking environment.
• Some travel may be required.

Compensation: Starting salary $90,000-$110,000 annually, negotiable based on experience.

#LI-JR1 #LI-Hybrid

Learn more about our culture here.

Note: We only consider resumes submitted through our career site. Unsolicited resumes sent via agencies or other sources will not be considered and are not subject to fees.

About Us

The Baldwin Group, formerly Baldwin Risk Partners, is a national firm with expertise in business insurance, employee benefits, retirement, and private insurance, serving over two million clients since 2011.

We provide solutions to support our clients' pursuits and protect their passions and dreams. We Protect the Possible.

We are an equal employment opportunity employer, committed to diversity and inclusion in the workplace.