[Hiring] Senior Client Relationship Manager @The Baldwin Group

Role Description

The Sr Client Relationship Manager (Sr. CRM), Employee Benefits, is the primary relationship manager for a portfolio of mid to high complexity clients, overseeing employee benefit programs, renewals, retention, strategic partnership and advanced service needs. This role applies advanced benefits expertise to lead a multi-year renewal strategy, ensure completion of compliance requirements, analyze complex benefit trends, and provide proactive, strategic guidance that strengthens client relationships, satisfaction, and retention. Operating with a high degree of independence, Sr. CRM drives day-to-day client delivery, leads pivotal planning in partnership with Advisors, and resolves escalated or highly complex service issues. This role also mentors colleagues, contributes to process improvement initiatives, and ensures the delivery of a consistent “Peace of Mind” client experience. The Sr. CRM collaborates closely with the Client Executive, Client Success Specialist, Advisor, carriers, and internal Baldwin support colleagues to ensure exceptional service delivery.

Qualifications

• Bachelor’s degree in business, Insurance, finance or a related field; professional designations strongly preferred.
• Current state license required (Life & Health).
• 4-6+ years of employee benefits and account management experience, with demonstrated expertise in client service, plan administration, and strategic benefits consulting.
• Advanced understanding of employee benefits processes, market dynamics, exposure analysis, all funding arrangements and renewal lifecycles with proven experience managing mid to high complexity accounts.
• Experience coordinating with offshore teams, shared service centers, or third-party partners to support complex workflows is preferred.
• Excellent verbal and written communication skills, including the ability to deliver presentations to executive decision-makers and employee groups.

Requirements

• Advanced ability to analyze complex benefits data, interpret plan performance, and deliver strategic, data driven recommendations to clients.
• Capable of resolving escalated or highly complex client issues by evaluating multiple variables, applying sound judgment, and anticipating downstream impacts.
• Strong attention to detail when reviewing complex deliverables, including renewal documents, enrollment files, and communication materials, to ensure accuracy, completeness, and strategic alignment.
• Ability to manage multiple complex client timelines, prioritize competing demands, and consistently meet deadlines in a fast-paced environment.
• Build a strong and credible relationship with clients and internal partners through transparent communication, reliable execution, and proactive, service-oriented engagement.
• Collaborates/ Leads effectively within cross functional teams, contributing to shared objectives, knowledge sharing, and collaborative problem solving.
• Maintains strong, long term client relationships as a trusted resource, anticipating needs, proactively addressing concerns, and supporting and leading as an example in effective client retention.
• Exemplary demonstration of firm’s core values with aligned corporate culture, including reliability, integrity, and follow through; communicates clearly about status and next steps.
• Expert presentation skills, including the ability to communicate complex information clearly in both verbal and written formats for all levels of leadership (C-suite).

Benefits

• Competitive salary and performance-based bonuses.
• Comprehensive health benefits including medical, dental, and vision.
• Retirement savings plan with company match.
• Professional development opportunities.
• Flexible work arrangements.