Strategic Employee Benefits Relationship Manager

The Baldwin Group; Seattle (WA); Hybrid; USD 100,000 - 115,000; Full time

Job summary

The Baldwin Group is a leading insurance brokerage providing comprehensive employee benefits and risk management services across the U.S. and beyond.

The Client Relationship Manager (CRM) will serve as the primary liaison between carriers and clients, managing benefit programs, renewals, and day-to-day service inquiries to drive client satisfaction and retention. Responsibilities include onboarding, renewal analysis, plan design alternatives, and ensuring compliance with ERISA, HIPAA, and ACA.

Qualifications

• Bachelor’s degree in business, insurance, finance, or related field.
• Current Life & Health license in the state.
• 2–4+ years of employee benefits/account management experience.
• Proficiency with Agency Management Systems (e.g., Brokerage Builder) and Microsoft Office Suite.

Responsibilities

• Build and maintain strong client relationships as the primary point of contact, proactively communicating expectations, updates, and strategic recommendations.
• Lead the renewal process by preparing, analyzing, and presenting benefit options, benchmarking, claim experience, contribution modeling, and plan design alternatives.
• Manage the client service calendar, including onboarding, renewals, open enrollment preparation, compliance updates, and delivery of required plan documentation.
• Ensure benefit programs comply with federal and state regulations (ERISA, HIPAA, ACA) and oversee related compliance activities such as 5500 filings and plan documents.
• Liaise with carriers and vendors to negotiate contracts, resolve issues, solicit proposals, and manage policy activity to ensure timely, accurate service delivery.
• Oversee new client onboarding in alignment with the Peace of Mind process, including timely C-suite engagement.

Skills

Client advisory

Quality assurance

Systems agility

Planning

Earns trust

Peer relationships

Client focus

Education

Bachelor’s degree in business, insurance, finance, or related field

Tools

Brokerage Builder

Microsoft Excel

Zywave

Digital workflow tools

Job description

The Baldwin Group is a leading insurance brokerage providing comprehensive employee benefits and risk management services across the U.S. and beyond.

The Client Relationship Manager (CRM) will serve as the primary liaison between carriers and clients, managing benefit programs, renewals, and day-to-day service inquiries to drive client satisfaction and retention. Responsibilities include onboarding, renewal analysis, plan design alternatives, and ensuring compliance with ERISA, HIPAA, and ACA.