Client Relationship Manager, Employee Benefits-middle Market

The Baldwin Group

Strong industry knowledge of benefit programs
Proficiency with agency management systems
Current state life & health license required
The Client Relationship Manager serves as the primary liaison between insurance carriers and clients, managing employee benefit programs and renewals

Job Summary

  • The Client Relationship Manager serves as the primary liaison between insurance carriers and clients, managing employee benefit programs and renewals.
  • This role ensures plan compliance with federal and state regulations including ERISA, HIPAA, and ACA while analyzing benefit trends.
  • The position requires collaborating closely with Client Success Specialists, Advisors, and internal teams to deliver a consistent 'Peace of Mind' client experience.

Matching Summary

The Client Relationship Manager serves as the primary liaison between insurance carriers and clients, managing employee benefit programs and renewals.

Skills & Requirements

Must-have

  • Strong industry knowledge of benefit programs
  • Proficiency with Agency Management Systems
  • Current state Life & Health license required
  • Experience with ERISA HIPAA ACA compliance
  • Ability to manage multiple projects effectively

Nice-to-have

  • Professional insurance designation preferred
  • Experience coordinating with offshore teams
  • Knowledge of self-funded and level-funded plans
  • Firm's core values alignment demonstrated
  • AI-enabled tools proficiency

Key Requirements

  • 2-4+ years of employee benefits experience
  • Bachelor's degree in business or related field
  • Current state Life & Health license
  • Proficiency in Microsoft Office Suite
  • Experience with renewal workflows

Work Rights

Not specified

Tailored Resume

Cover Letter