Top 471 technical advisor Jobs in clearwater, fl

Client Relationship Manager, Employee Benefits
The Baldwin Group —Tampa, FL
- Full-time
- Microsoft Outlook
- HIPAA
- Mid-level
10d
GCS Client Experience Specialist
Konica Minolta Business Solutions, U.S.A., Inc. —Oldsmar, FL
- $52,000 - $86,250 a year
- Full-time
- Remote
- Microsoft Excel
- Mid-level
- SQL
Tax Manager
Taylor White Accounting and Finance —Tampa, FL
- $105,000 - $130,000 a year
- Hybrid work
- CPA
- Research
- Mid-level
Quick Apply
Forensic Mechanical Engineer
J.S. Held LLC —Tampa, FL
- $130,000 - $170,000 a year
- Full-time
- Up to 50% travel
- Mid-level
- Residential
- Commuter assistance
- Health insurance
Quick Apply
Financial Advisor
GTE Financial —Tampa, FL
- Full-time
- Hybrid work
- Spanish
- Microsoft Excel
- Microsoft Outlook
- Retirement plan
10d
Automotive Skilled Technician
AutoNation —Saint Petersburg, FL
- Full-time
- Clean driving record
- Sales
- Dealership
- Paid training
- Dental insurance
Quick Apply
Senior Technician
AutoNation —Clearwater, FL
- Full-time
- Clean driving record
- Dealership
- Inventory management
- Paid training
- Dental insurance
Quick Apply
12d
Skilled Automotive Technician
AutoNation —Pinellas Park, FL
- Full-time
- Clean driving record
- Dealership
- Inventory management
- Paid training
- Dental insurance
Quick Apply
7d
Employee Benefits Advisor (Producer) - Insurance Advisory Solutions
The Baldwin Group —Tampa, FL
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Organizational skills
Vice President of Finance
Taylor White Accounting and Finance —Tampa, FL
- Up to $200,000 a year
- Microsoft Excel
- CPA
- 11+ years
- Disability insurance
- Health insurance
Quick Apply
4d
Senior PE Project Manager
Goodwin Recruiting —Clearwater, FL
- Full-time
- 11+ years
- Mentoring
- Organizational skills
- Employee stock ownership plan
Quick Apply
Senior Principal Electrical Engineer
Leidos —Saint Petersburg, FL
- $131,300 - $237,350 a year
- Urgently hiring
- Laboratory experience
- 11+ years
- Master's degree
Client Executive, Commercial Risk- Middle Market
The Baldwin Group —Tampa, FL
- Full-time
- Microsoft Word
- 7 years
- Microsoft Excel
Sr Client Relationship Manager, Commercial Risk-Middle Market
The Baldwin Group —Tampa, FL
- Full-time
- Finance
- Analysis skills
- Bachelor's degree
11d
VP Corporate Controller
Taylor White Accounting and Finance —Tampa, FL
- ERP systems
- Research
- Office
Quick Apply
Aerospace CNC Manufacturing Programmer/ ME OFFERING A $2,500 SIGN ON BONUS
Prince Industries LLC —Tampa, FL
- $35 - $40 a year
- Full-time
- Ability to walk for extended periods
- English
- Analysis skills
- Health savings account
- AD&D insurance
Quick Apply
HVAC Business Development Manager
Accelera —Tampa, FL
- $31.97 - $63.46 an hour
- Full-time
- Engineering
- Business development
- Driver's License
Quick Apply
12d
Life Safety Systems Sales Representative
Johnson Controls —Tampa, FL
- $68,000 - $85,000 a year
- Full-time
- 5 years
- Trade school
- Construction
- Paid holidays
- Health insurance
Quick Apply
6d
Client Executive, Commercial Risk-Insurance Advisory Solutions
The Baldwin Group —Tampa, FL
- Full-time
- Microsoft Word
- 7 years
- Microsoft Excel
Senior Solutions Architect (RapidScale)
Cox Communications —Florida
- $129,400 - $194,000 a year
- Full-time
- Azure
- Bachelor of Science
- DevOps
- Paid jury duty
- Paid holidays

I want to receive the latest job alert for technical advisor in clearwater, fl

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

technical advisor jobs near clearwater, fl

Business Development Manager jobs in Tampa, FL

Corporate Controller jobs in Tampa, FL

Automotive Technician jobs in Pinellas Park, FL

Tax Manager jobs in Tampa, FL

Automotive Technician jobs in Saint Petersburg, FL

Commercial Sales Executive jobs in Tampa, FL

Benefits Advisor jobs in Tampa, FL

Senior Project Manager jobs in Clearwater, FL

Senior Solution Architect jobs in Florida

Client Manager jobs in Remote

IT Analyst jobs in Remote

Senior Electrical Engineer jobs in Saint Petersburg, FL

Sales Representative jobs in Tampa, FL

Financial Advisor jobs in Tampa, FL

Customer Service Representative jobs in El Paso, Tx

No Experience jobs in Apple Valley, Mn

Customer Experience Specialist jobs in Pittsburgh, Pa

No Experience jobs in Beaumont, Ca

Customer Experience Specialist jobs in Morristown, Nj

Customer Experience Specialist jobs in Tennessee

Client Relationship Manager, Employee Benefits

The Baldwin Group -
Tampa, FL

Apply Now

Job Details

Full-time
10 days ago

Qualifications

Managing customer accounts
Customer relationship building
Microsoft Outlook
Spreadsheets
Health insurance policy knowledge
Presentations for conferences or internal meetings
Managing clients in a customer support role
Documentation tools
Decision making
Customer relationship management
Data interpretation
Managing projects
Life & Health Insurance License
Cross-functional collaboration
Escalation handling
Technical Proficiency
Project stakeholder communication
Cross-functional communication

Full Job Description

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.

Position Summary

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.

Primary Responsibilities

Build and maintain strong client relationships as the primary point of contact, proactively communicating expectations, updates, and strategic recommendations.

Assess client needs and develop tailored benefit solutions, including evaluating existing programs and identifying opportunities for additional coverage.
Lead the renewal process by preparing, analyzing, and effectively presenting benefit options, benchmarking, claim experience, contribution modeling, and plan design alternatives.
Manage the client service calendar, including onboarding, renewals, open enrollment preparation, compliance updates, and delivery of required plan documentation.
Ensure benefit programs comply with federal and state regulations (ERISA, HIPAA, ACA) and oversee related compliance activities such as 5500 filings and plan documents.
Liaise with carriers and vendors to negotiate contracts, resolve issues, solicit proposals, and manage policy activity to ensure timely, accurate service delivery.

Oversee new client onboarding in alignment with the Peace of Mind process, including timely C-suite engagement.
Partner with Client Success Specialists and internal teams to clarify data needs, monitor task progress, and maintain consistent, high-quality workflows.
Develop employee facing communication materials, including Benefit Guides, and coordinate or conduct enrollment meetings.

Maintain high standards of accuracy, timeliness, and completeness in all interactions.
Identify opportunities to improve processes, tools, and workflows, escalating issues to leadership as needed.

Required Knowledge & Experience

Strong industry knowledge of benefit programs, preferably in a brokerage firm.
Strong analytical and problem-solving skills.
Ability to manage multiple projects and priorities effectively.
A commitment to providing exceptional client service.
Ability to evaluate complex information, identify issues within defined parameters, and recommend next steps.
Strong attention to detail when reviewing materials for completeness and accuracy.
Proficiency with Agency Management Systems (e.g., Brokerage Builder), Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) Products, Zywave and digital workflow tools.
Able to prioritize tasks, manage deadlines, and follow structured processes to support client commitments.
Build strong relationships with clients through responsive, reliable communication and a proactive service-oriented approach.
Demonstrates firm’s core values with aligned corporate culture. Including reliability, integrity, and follow-through; communicates clearly about status and next steps.
Works effectively within cross-functional teams, contributing to shared objectives and escalating issues constructively.
Strong presentation skills, both verbal and written communications.

Qualifications

Bachelor’s degree in business, insurance, finance, or related field; professional insurance designation preferred.
Current state License required (Life & Health)
2-4+ years of employee benefits and account management experience.
Excellent verbal and written communication skills to deliver presentations to decision-makers and employees.
Foundational understanding of employee benefits processes, and renewal workflows, including functional knowledge of plan funding types such as self‑funded and level‑funded.
Experience coordinating with offshore teams or third‑party partners is preferred.

Skills & Behaviors

Functional/Technical Skills

Strategic Execution: Navigating workflows through proactive performance measurement and decisive resolution of complex carrier or compliance escalations.
Client Advisory: Applies expertise to inform recommendations and provide guidance in Employee Benefits (market strategy, exposure analysis).
Quality Assurance: Expertise in performing high-level quality assurance on complex technical deliverables produced by others.
Systems Agility: High proficiency in Agency Management Systems (e.g., Brokerage Builder), Microsoft Excel, AI-enabled tools, and digital workflow platforms.

Behaviors

Planning: Strategic prioritization and time management; planning and prioritizing work to meet commitments aligned with organizational goals.
Earns Trust: Confidence in advising clients on complex matters; gaining the confidence and trust of others through honesty, integrity, and authenticity.
Peer Relationships: can solve problems with teams with a minimum of noise; builds partnerships and works collaboratively with others to meet shared objectives.
Client Focus: Builds strong client relationships and delivers client-centric solutions that exceed expectations.

The 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.

Apply Now

Refine Your Search

technical advisor jobs in clearwater, fl

Client Relationship Manager, Employee Benefits

GCS Client Experience Specialist

Tax Manager

Forensic Mechanical Engineer

Financial Advisor

Automotive Skilled Technician

Senior Technician

Skilled Automotive Technician

Employee Benefits Advisor (Producer) - Insurance Advisory Solutions

Vice President of Finance

Senior PE Project Manager

Senior Principal Electrical Engineer

Client Executive, Commercial Risk- Middle Market

Sr Client Relationship Manager, Commercial Risk-Middle Market

VP Corporate Controller

Aerospace CNC Manufacturing Programmer/ ME OFFERING A $2,500 SIGN ON BONUS

HVAC Business Development Manager

Life Safety Systems Sales Representative

Client Executive, Commercial Risk-Insurance Advisory Solutions

Senior Solutions Architect (RapidScale)

I want to receive the latest job alert for technical advisor in clearwater, fl

Related Searches

Explore jobs in more locations

Position Summary

Primary Responsibilities

Required Knowledge & Experience

Qualifications

Skills & Behaviors

Job Seeker Tools

Employer Tools

Browse

Stay Connected