Strategic Employee Benefits Client Partner

The Baldwin Group; Fort Myers (FL); Sur place; USD 70 000 - 100 000; Plein temps

Résumé du poste

The Baldwin Group in Fort Myers, FL seeks a Client Relationship Manager (Employee Benefits) to serve as the primary liaison between clients and carriers, handling benefit programs, renewals, and day-to-day inquiries. You will analyze trends, ensure plan compliance, and deliver timely, accurate benefits support.

The role requires 2–4+ years in employee benefits/account management, strong communication, and proficiency with brokerage tools. A collaborative, service-driven culture is emphasized.

Qualifications

• Bachelor's degree in business, insurance, or related field.
• Current state Life & Health license required.
• 2–4+ years of employee benefits/account management experience.
• Excellent verbal and written communication for decision-makers.

Responsabilités

• Build and maintain strong client relationships as the primary contact, communicating updates and recommendations.
• Lead renewal processes with option benchmarking, claim experience, and plan design alternatives.
• Manage onboarding, renewals, open enrollment prep, and plan documentation.
• Ensure compliance with ERISA, HIPAA, ACA; oversee 5500 filings and plan docs.
• Coordinate with vendors/carriers to negotiate contracts and ensure timely service.

Connaissances

Client management

Analytical thinking

Communication

Project management

MS Office

Formation

Bachelor's degree in business or related

Life & Health license

Outils

Brokerage Builder

Zywave

Excel

Description du poste

The Baldwin Group in Fort Myers, FL seeks a Client Relationship Manager (Employee Benefits) to serve as the primary liaison between clients and carriers, handling benefit programs, renewals, and day-to-day inquiries. You will analyze trends, ensure plan compliance, and deliver timely, accurate benefits support.

The role requires 2–4+ years in employee benefits/account management, strong communication, and proficiency with brokerage tools. A collaborative, service-driven culture is emphasized.