Client Relationship Manager, Employee Benefits-Middle Market

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ppThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad.
The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business.
The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.
/p pThe Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day to day service inquiries.
They ensure plan compliance, analyze benefit trends, and provide advice and guidance on coverage, with the goal of driving client relationships, satisfaction, and retention.
The CRM applies practical benefits knowledge to ensure timely, accurate deliverables and supports the delivery of a consistent "Peace of Mind" client experience.
This role collaborates closely with the Client Success Specialist, Advisor, carriers, and internal Baldwin support colleagues to ensure excellent service delivery.
/p h3Position Summary /h3 pThe Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day to day service inquiries.
They ensure plan compliance, analyze benefit trends, and provide advice and guidance on coverage, with the goal of driving client relationships, satisfaction, and retention.
The CRM applies practical benefits knowledge to ensure timely, accurate deliverables and supports the delivery of a consistent "Peace of Mind" client experience.
This role collaborates closely with the Client Success Specialist, Advisor, carriers, and internal Baldwin support colleagues to ensure excellent service delivery.
/p h3Primary Responsibilities /h3 ul liBuild and maintain strong client relationships as the primary point of contact, proactively communicating expectations, updates, and strategic recommendations.
/li liAssess client needs and develop tailored benefit solutions, including evaluating existing programs and identifying opportunities for additional coverage.




/li liLead the renewal process by preparing, analyzing, and effectively presenting benefit options, benchmarking, claim experience, contribution modeling, and plan design alternatives.
/li liManage the client service calendar, including onboarding, renewals, open enrollment preparation, compliance updates, and delivery of required plan documentation.
/li liEnsure benefit programs comply with federal and state regulations (ERISA, HIPAA, ACA) and oversee related compliance activities such as **** filings and plan documents.
/li liLiaise with carriers and vendors to negotiate contracts, resolve issues, solicit proposals, and manage policy activity to ensure timely, accurate service delivery.
/li liOversee new client onboarding in alignment with the Peace of Mind process, including timely C-suite engagement.
/li liPartner with Client Success Specialists and internal teams to clarify data needs, monitor task progress, and maintain consistent, high-quality workflows.
/li liDevelop employee facing communication materials, including Vantaggi Guides, and coordinate or conduct enrollment meetings.
/li liMaintain high standards of accuracy, timeliness, and completeness in all interactions.
/li liIdentify opportunities to improve processes, tools, and workflows, escalating issues to leadership as needed.
/li /ul h3Required Knowledge Experience /h3 ul liStrong industry knowledge of benefit programs, preferably in a brokerage firm.
/li liStrong analytical and problem-solving skills.
/li liAbility to manage multiple projects and priorities effectively.
/li liA commitment to providing exceptional client service.
/li liAbility to evaluate complex information, identify issues within defined parameters, and recommend next steps.
/li liStrong attention to detail when reviewing materials for completeness and accuracy.
/li liProficiency with Agency Management Systems (e.g., Brokerage Builder), Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) Products, Zywave and digital workflow tools.
/li liAble to prioritize tasks, manage deadlines, and follow structured processes to support client commitments.




/li liBuild strong relationships with clients through responsive, reliable communication and a proactive service-oriented approach.
/li liDemonstrates firm's core values with aligned corporate culture.
Including reliability, integrity, and follow-through; communicates clearly about status and next steps.
/li liWorks effectively within cross-functional teams, contributing to shared objectives and escalating issues constructively.
/li liStrong presentation skills, both verbal and written communications.
/li /ul h3Qualifications /h3 ul liBachelor's degree in business, insurance, finance, or related field; professional insurance designation preferred.
/li liCurrent state License required (Life Health) /li li2-4+ years of employee benefits and account management experience.
/li liExcellent verbal and written communication skills to deliver presentations to decision-makers and employees.
/li liFoundational understanding of employee benefits processes, and renewal workflows, including functional knowledge of plan funding types such as self?funded and level?funded.
/li liExperience coordinating with offshore teams or third?party partners is preferred.
/li /ul h3Skills Behaviors /h3 h3Functional/Technical Skills /h3 ul liStrategic Execution: Navigating workflows through proactive performance measurement and decisive resolution of complex carrier or compliance escalations.
/li liClient Advisory: Applies expertise to inform recommendations and provide guidance in Employee Benefits (market strategy, exposure analysis).
/li liQuality Assurance: Expertise in performing high-level quality assurance on complex technical deliverables produced by others.
/li liSystems Agility: High proficiency in Agency Management Systems (e.g., Brokerage Builder), Microsoft Excel, AI-enabled tools, and digital workflow platforms.
/li /ul h3Behaviors /h3 ul liPlanning: Strategic prioritization and time management; planning and prioritizing work to meet commitments aligned with organizational goals.
/li liEarns Trust: Confidence in advising clients on complex matters; gaining the confidence and trust of others through honesty, integrity, and authenticity.
/li liPeer Relationships: can solve problems with teams with a minimum of noise; builds partnerships and works collaboratively with others to meet shared objectives.
/li liClient Focus: Builds strong client relationships and delivers client?centric solutions that exceed expectations.
/li /ul /p #J-*****-Ljbffr

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