Strategic Employee Benefits Relationship Lead

Baldwin Group Colleague; Irvine (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

The Baldwin Group in Irvine, CA is seeking a Client Relationship Manager (CRM), Employee Benefits. You will be the primary liaison between clients and carriers, managing benefit programs, renewals, and service inquiries. You will provide guidance on coverage, ensure compliance, and support a Peace of Mind client experience.

You will collaborate with the Client Success Specialist, advisors, and carriers to ensure timely, accurate service delivery and drive client satisfaction and retention.

Qualifications

• Strong knowledge of employee benefits programs and brokerage operations.
• Analytical and problem-solving abilities.
• Ability to manage multiple projects and deadlines.
• Commitment to exceptional client service.
• Attention to detail in materials review.
• Experience with agency management systems and MS Office; familiarity with Zywave.
• Ability to build client relationships through proactive communication.
• Cross-functional collaboration with internal teams.
• Strong presentation skills, both verbal and written.

Responsibilities

• Build and maintain strong client relationships as the primary contact.
• Assess client needs and tailor benefit solutions, including evaluating existing programs.
• Lead renewal processes with benchmarking, claims experience, contribution modeling, and plan design options.
• Manage the client service calendar, onboarding, renewals, open enrollment prep, compliance updates, and plan docs.
• Ensure benefit programs comply with ERISA, HIPAA, ACA and related filings.
• Liaise with carriers to negotiate contracts and resolve issues.
• Oversee new client onboarding aligned with the Peace of Mind process.
• Collaborate with Client Success Specialists and internal teams on data needs and workflows.
• Develop employee communications and enrollment materials.
• Maintain accuracy and timeliness in all interactions.
• Identify and escalate opportunities to improve processes and tools.

Skills

Client relationships

Analytical skills

Project management

Customer service

Attention to detail

Cross-functional teamwork

Communication skills

Presentation skills

Education

Bachelor's degree

Tools

Brokerage Builder

Microsoft Office

Zywave

Digital workflow tools

Job description

The Baldwin Group in Irvine, CA is seeking a Client Relationship Manager (CRM), Employee Benefits. You will be the primary liaison between clients and carriers, managing benefit programs, renewals, and service inquiries. You will provide guidance on coverage, ensure compliance, and support a Peace of Mind client experience.

You will collaborate with the Client Success Specialist, advisors, and carriers to ensure timely, accurate service delivery and drive client satisfaction and retention.