{"id":2550908,"url":"https://alion.io/job/baldwin-group-client-relationship-manager-employee-benefits","title":"Client Relationship Manager, Employee Benefits","company":{"id":3808,"name":"Baldwin Group","domain":"baldwin.com","url":"https://alion.io/company/baldwin","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":93,"open_postings":6,"ghost_share":0.167,"stale_share":0,"repost_share":0.167,"time_to_fill_p50_days":19,"computed_at":"2026-10-27T05:46:45Z"}},"role":"Finance","role_family":"Finance","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Fort Myers, United States","Tampa, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":40000,"max_usd":77000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":2171},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"HIPAA","optional":false},{"name":"Microsoft Excel","optional":false},{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-10-14T17:56:39Z","employer_posted_date":"2026-10-14","last_verified_at":"2026-10-27T08:21:15Z","board_verified":true,"closed_at":null,"days_open":12,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":12},"description":"The 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.The 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.\nPosition Summary\nThe 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.\nPrimary Responsibilities\nBuild and maintain strong client relationships as the primary point of contact, proactively communicating expectations, updates, and strategic recommendations.\nAssess client needs and develop tailored benefit solutions, including evaluating existing programs and identifying opportunities for additional coverage.\nLead the renewal process by preparing, analyzing, and effectively presenting benefit options, benchmarking, claim experience, contribution modeling, and plan design alternatives.\nManage the client service calendar, including onboarding, renewals, open enrollment preparation, compliance updates, and delivery of required plan documentation.\nEnsure benefit programs comply with federal and state regulations (ERISA, HIPAA, ACA) and oversee related compliance activities such as 5500 filings and plan documents.\nLiaise with carriers and vendors to negotiate contracts, resolve issues, solicit proposals, and manage policy activity to ensure timely, accurate service delivery.\nOversee new client onboarding in alignment with the Peace of Mind process, including timely C-suite engagement.\nPartner with Client Success Specialists and internal teams to clarify data needs, monitor task progress, and maintain consistent, high-quality workflows.\nDevelop employee facing communication materials, including Benefit Guides, and coordinate or conduct enrollment meetings.\nMaintain high standards of accuracy, timeliness, and completeness in all interactions.\nIdentify opportunities to improve processes, tools, and workflows, escalating issues to leadership as needed.\nRequired Knowledge & Experience\nStrong industry knowledge of benefit programs, preferably in a brokerage firm.\nStrong analytical and problem-solving skills.\nAbility to manage multiple projects and priorities effectively.\nA commitment to providing exceptional client service.\nAbility to evaluate complex information, identify issues within defined parameters, and recommend next steps.\nStrong attention to detail when reviewing materials for completeness and accuracy.\nProficiency with Agency Management Systems (e.g., Brokerage Builder), Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) Products, Zywave and digital workflow tools.\nAble to prioritize tasks, manage deadlines, and follow structured processes to support client commitments.\nBuild strong relationships with clients through responsive, reliable communication and a proactive service-oriented approach.\nDemonstrates firm’s core values with aligned corporate culture. Including reliability, integrity, and follow-through; communicates clearly about status and next steps.\nWorks effectively within cross-functional teams, contributing to shared objectives and escalating issues constructively.\nStrong presentation skills, both verbal and written communications.\nQualifications\nBachelor’s degree in business, insurance, finance, or related field; professional insurance designation preferred.\nCurrent state License required (Life & Health)\n2-4+ years of employee benefits and account management experience.\nExcellent verbal and written communication skills to deliver presentations to decision-makers and employees.\nFoundational understanding of employee benefits processes, and renewal workflows, including functional knowledge of plan funding types such as self-funded and level-funded.\nExperience coordinating with offshore teams or third-party partners is preferred.\nSkills & Behaviors\nFunctional/Technical Skills\nStrategic Execution: Navigating workflows through proactive performance measurement and decisive resolution of complex carrier or compliance escalations.\n Client Advisory: Applies expertise to inform recommendations and provide guidance in Employee Benefits (market strategy, exposure analysis).\nQuality Assurance: Expertise in performing high-level quality assurance on complex technical deliverables produced by others.\n Systems Agility: High proficiency in Agency Management Systems (e.g., Brokerage Builder), Microsoft Excel, AI-enabled tools, and digital workflow platforms.\nBehaviors\nPlanning: Strategic prioritization and time management; planning and prioritizing work to meet commitments aligned with organizational goals.\nEarns Trust: Confidence in advising clients on complex matters; gaining the confidence and trust of others through honesty, integrity, and authenticity.\nPeer Relationships: can solve problems with teams with a minimum of noise; builds partnerships and works collaboratively with others to meet shared objectives.\nClient Focus: Builds strong client relationships and delivers client-centric solutions that exceed expectations.\nClick here for some insight into our culture!\nThe Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.","description_format":"text","description_chars":7209,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Insurance Brokers & Agencies"],"lifecycle":[{"event":"open","at":"2026-10-14T17:56:39Z"}],"visa":[],"liveness":{"score":72,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.805,"p_room":0.9,"age_days":12,"expected_fill_days":19,"reasons":["conf:2","velocity","win:mid","comp:junior,brand"],"computed_at":"2026-10-27T05:46:45Z"},"pay":null,"html_url":"https://alion.io/job/baldwin-group-client-relationship-manager-employee-benefits","json_url":"https://alion.io/job/baldwin-group-client-relationship-manager-employee-benefits.json","meta":{"generated_at":"2026-10-27T13:01:35Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":1015,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-28T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":3808},"rest":"https://alion.io/mcp/rest/get_company?id=3808"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fbaldwin-group-client-relationship-manager-employee-benefits"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fbaldwin-group-client-relationship-manager-employee-benefits"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fbaldwin-group-client-relationship-manager-employee-benefits"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/baldwin-group-client-relationship-manager-employee-benefits\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fbaldwin-group-client-relationship-manager-employee-benefits"}]}