Top 3363 Client services manager Jobs in Laguna Hills, Ca

Client Relationship Manager - Employee Benefits - IAS, West
The Baldwin Group —Irvine, CA
- $100,000 a year
- Full-time
- Microsoft Outlook
- HIPAA
- Mid-level
Community Liaison
AccentCare —Lake Forest, CA
- $70,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
8d
Clinical Operations Functional Manager
Kelly Services —Irvine, CA
- $130,000 a year
- Full-time
- Hybrid work
- 5 years
- Bachelor's degree
- Continuous improvement
- Paid holidays
- Disability insurance
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Administrative Services Manager
EKI Environment & Water Inc —Irvine, CA
- $110,000 - $130,000 a year
- Full-time
- Office
- Driver's License
- Bachelor's degree
- Profit sharing
- Health insurance
Quick Apply
Client Success Manager, RCM
nimble —Irvine, CA
- Full-time
- Mid-level
- Analysis skills
- Continuous improvement
Quick Apply
Client Onboarding Implementation Manager Senior Associate
JPMorganChase —Irvine, CA
- $75,050 - $107,000 a year
- Full-time
- Mid-level
- 3 years
- Team management
- Health insurance
- Tuition reimbursement
Operations Manager - South Coast Plaza
Louis Vuitton —Costa Mesa, CA
- $115,000 - $125,000 a year
- Full-time
- Sales
- Mid-level
- Team management
- Disability insurance
- Health insurance
7d
Customer Success Manager
Kastle Systems —Yorba Linda, CA
- Clean driving record
- Pass drug screening
- Mid-level
Account Manager
Yardi Systems, Inc. —Santa Ana, CA
- $75,000 - $81,900 a year
- Full-time
- Hybrid work
- Mid-level
- Analysis skills
- Bachelor's degree
- Profit sharing
14d
Client Delivery Team Manager
BMO Financial Group —Newport Beach, CA
- $88,800 - $165,600 a year
- Full-time
- Marketing
- 5 years
- Office
- Health insurance
- Tuition reimbursement
10684 - Client Services Manager (Microsoft Intune, Windows Autopilot)
Hyundai Autoever America —Irvine, CA
- $150,000 - $170,000 a year
- Full-time
- Office
- Windows
- 8 years
Quick Apply
Regional Retail Manager
Acosta —Brea, CA
- $70,304 a year
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Merchandising
Quick Apply
14d
Proposal Administrator
EEC Environmental —Orange, CA
- $90,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Marketing
- 5 years
- Profit sharing
- Paid holidays
11d
HVAC - Controls Programmer
Air Conditioning Solutions —Anaheim, CA
- $43 - $77 an hour
- Full-time
- Computer science
- Clean driving record
- Computer Science
- Health insurance
- Dental insurance
Quick Apply
Workers' Compensation Claims Examiner
JT2 Integrated Resources —California
- From $90,000 a year
- Full-time
- Mid-level
- 3 years
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
ABA Assessor-Board certified Behavior Analyst (BCBA)- Anaheim/Fullerton
Developmental Pathways Inc. —Anaheim, CA
- $45 - $50 an hour
- Part-time
- Spanish
- Microsoft Excel
- Microsoft Outlook
- Mileage reimbursement
- Health insurance
Quick Apply
Sr Client Manager, Commercial Risk - IAS, West
The Baldwin Group —Tustin, CA
- $105,000 - $115,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
Wireless Sales Manager
PRE-US —Corona, CA
- $21 - $23 an hour
- Full-time
- Mid-level
- Communication skills
- Disability insurance
- Health insurance
Quick Apply
Litigation Personal Injury Attorney
Sweet James —Newport Beach, CA
- $140,000 - $180,000 a year
- Full-time
- Bilingual
- Background check
- Research
- Paid holidays
- Health insurance
Quick Apply
Case Manager Bilingual- Personal Injury Law Firm
Dragonfly Global —Costa Mesa, CA
- $35 - $50 an hour
- Full-time
- Spanish
- English
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
2d

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Client Relationship Manager - Employee Benefits - IAS, West

The Baldwin Group -
Irvine, CA

Apply Now

Job Details

Full-time
$100,000 a year

Qualifications

Managing customer accounts
Customer relationship building
Microsoft Outlook
Spreadsheets
Health insurance policy knowledge
Managing clients in a customer support role
Documentation tools
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 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.

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 starting salary is $100,000 annually.

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

client services manager jobs in laguna hills, ca

Client Relationship Manager - Employee Benefits - IAS, West

Community Liaison

Clinical Operations Functional Manager

Administrative Services Manager

Client Success Manager, RCM

Client Onboarding Implementation Manager Senior Associate

Operations Manager - South Coast Plaza

Customer Success Manager

Account Manager

Client Delivery Team Manager

10684 - Client Services Manager (Microsoft Intune, Windows Autopilot)

Regional Retail Manager

Proposal Administrator

HVAC - Controls Programmer

Workers' Compensation Claims Examiner

ABA Assessor-Board certified Behavior Analyst (BCBA)- Anaheim/Fullerton

Sr Client Manager, Commercial Risk - IAS, West

Wireless Sales Manager

Litigation Personal Injury Attorney

Case Manager Bilingual- Personal Injury Law Firm

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