Strategic Senior Employee Benefits Relationship Manager

baldwin; Boston (MA); On-site; USD 110,000 - 150,000; Full time

Job summary

Baldwin is seeking a Sr. Client Relationship Manager (Sr. CRM) in Employee Benefits to manage a portfolio of mid to high complexity clients.

You will lead multi-year renewal strategies, analyze complex benefit trends, provide proactive guidance, and ensure compliance. You will collaborate with internal teams to deliver exceptional service and mentor colleagues for process improvements. The role emphasizes delivering a consistent "Peace of Mind" client experience, driving renewal success, and

Qualifications

• Advanced ability to analyze complex benefits data and recommend strategies.
• Ability to lead renewal strategies and advise on plan design.
• Strong client relationship management and communications.
• Ability to manage multiple complex client timelines and deadlines.
• Experience presenting to executives (C-suite) and internal teams.

Responsibilities

• Foster and maintain strong relationships with assigned clients.
• Consult on plan design and coverage strategy using data.
• Ensure compliance with federal and state regulations.
• Lead renewal strategy with data analysis and benchmarking.
• Deliver QBR insights with trend analysis and recommendations.
• Review and approve client communications for accuracy.
• Manage compliance calendar and notices.
• Coordinate with internal teams to meet timelines.
• Resolve enrollment or coverage issues using carrier knowledge.
• Oversee renewal, onboarding, audits and major client events.
• Investigate billing issues and identify process improvements.

Skills

Benefits data analysis

Renewal strategy

Client relationships

Cross-functional collaboration

Education

Bachelor's degree

Job description

Baldwin is seeking a Sr. Client Relationship Manager (Sr. CRM) in Employee Benefits to manage a portfolio of mid to high complexity clients.

You will lead multi-year renewal strategies, analyze complex benefit trends, provide proactive guidance, and ensure compliance. You will collaborate with internal teams to deliver exceptional service and mentor colleagues for process improvements. The role emphasizes delivering a consistent "Peace of Mind" client experience, driving renewal success, and