Sr Client Relationship Manager IAS, West

The Baldwin Group is an award‑winning, entrepreneur‑led insurance brokerage firm that delivers commercially tailored insurance and risk management solutions across the U.S. and abroad.

• Foster and maintain strong relationships with assigned clients.
• Provide meaningful consulting by interpreting complex plan performance data and advising on plan design and coverage strategy.
• Ensure compliance with federal and state regulations; escalating only highly novel or enterprise‑level scenarios as appropriate.
• Lead the full renewal strategy by preparing, analyzing, and presenting benefit options, benchmarking, claim experience, contribution modeling, and plan design alternatives.
• Collaborate with Placement, Compliance, and Population Health teams to develop data‑supported recommendations.
• Prepare and deliver Quarterly Business Review (Q ) insights, including advanced dashboard interpretation, trend analysis, and strategic recommendations to improve program performance and client outcomes (e.g., underwriting workup, advanced modeling, self‑insured feasibility study, stop‑loss reporting).
• Review, refine, and approve employee‑facing communication materials—including benefit guides—to ensure accuracy, clarity, and alignment with client strategy.
• Manage the client compliance calendar, ensuring timely delivery of required notices, filings, and plan documentation.
• Partner closely with Client Success Specialists, Advisors, and third‑party partners to clarify data needs, monitor progress, and troubleshoot issues impacting timelines or deliverables.
• Resolve escalated enrollment discrepancies, eligibility questions, and coverage issues by applying deep knowledge of carrier processes and plan rules.
• Plan, coordinate, and oversee deliverables across internal teams to ensure seamless execution of renewal cycles, onboarding, audits, and other major client events.
• Investigate and resolve complex billing issues, claim disputes, and endorsement requests by coordinating with carriers and internal technical experts.

• Advanced ability to analyze complex benefits data, interpret plan performance, and deliver data‑driven strategic recommendations.
• Capability to resolve 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.
• Ability to manage multiple complex client timelines, prioritize competing demands, and consistently meet deadlines in a fast‑paced environment.
• Builds strong, credible relationships with clients and internal partners through transparent communication and proactive service orientation.
• Collaborates and 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 and proactively addressing concerns.
• Demonstrates firm’s core values with aligned corporate culture, including reliability, integrity, and follow‑through.
• Expert presentation skills, communicating complex information clearly in both verbal and written formats for all levels of leadership (C‑suite).

• 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, funding arrangements and renewal life cycles 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.

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