Top 3461 Plan manager Jobs in Oldsmar Fl

Client Relationship Manager, Employee Benefits
The Baldwin Group —Tampa, FL
- Full-time
- Microsoft Outlook
- HIPAA
- Mid-level
Manager E-Business
Philip Morris International U.S. —Tampa, FL
- $120,000 - $150,000 a year
- Full-time
- 7 years
- ERP systems
- System design
- Commuter assistance
- Health insurance
5d
Program Manager
Philip Morris International U.S. —Tampa, FL
- $120,000 - $150,000 a year
- Full-time
- English
- 8 years
- Presentation skills
- Commuter assistance
- Health insurance
Commercial Accounts Manager
ADESA —Tampa, FL
- Background check
- English
- Mid-level
- Paid holidays
- Paid time off
Quick Apply
5d
R&D Project Manager
CONMED —Largo, FL
- $87,600 - $135,800 a year
- Full-time
- Background check
- Engineering
- Mid-level
- Health savings account
- Health insurance
Quick Apply
11d
Commercial Property Manager
Confidential —Tampa, FL
- $65,000 - $100,000 a year
- Full-time
- 5 years
- Organizational skills
- Contracts
- Health insurance
- Dental insurance
Quick Apply
13d
Training and Quality Manager – Healthcare Operations
ImagenetLLC —Tampa, FL
- Full-time
- Remote
- 5 years
- HIPAA
- Senior level
- Paid training
- Health savings account
7d
General Manager (TPA)
CLEAR - Field —Tampa, FL
- $105,000 - $145,000 a year
- Weekends as needed
- 6 years
- Mentoring
- Organizational skills
- Paid parental leave
- Paid holidays
Quick Apply
10d
Branch Manager Trainee
Orkin —Tampa, FL
- $45.49 - $66.77 an hour
- Full-time
- High school diploma or GED
- Ability to lift 50 pounds
- Driver's License
- Fuel card
- Employee stock purchase plan
Client Success Manager
Green Irony —Tampa, FL
- $95,000 - $115,000 a year
- Remote
- Sales
- Bachelor of Science
- Senior level
- Health insurance
- Dental insurance
HR Operations & Rewards Manager
Exol —Tampa, FL
- $120,000 - $165,000 a year
- Full-time
- Hybrid work
- Office
- 8 years
- Driver's License
- Health insurance
- Dental insurance
6d
Strategic Operations Manager
Get In Line Inc —Tampa, FL
- $150,000 - $250,000 a year
- Full-time
- Mid-level
- Profit sharing
- Health insurance
Quick Apply
Manufacturing Project Manager
Lockheed Martin Corporation —Oldsmar, FL
- Full-time
- Microsoft Excel
- Mid-level
- In-person
- Paid jury duty
- Paid holidays
Operations Manager
SP Plus Corporation —Tampa, FL
- Full-time
- Clean driving record
- Mid-level
- Driver's License
Retirement Plan Compliance Manager
WTW —Tampa, FL
- $80,000 - $120,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Paid jury duty
- Health savings account
Property Manager
ZRS MANAGEMENT LLC —Clearwater, FL
- Weekends as needed
- Sales
- Computer literacy
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Regional Business Manager-Publix
Henkel —Tampa, FL
- $120,000 - $160,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- 5 years
- Merchandising
- Paid holidays
- Health insurance
Quick Apply
Risk Division Manager
City of Clearwater —Clearwater, FL
- $96,369 - $115,642 a year
- Full-time
- Customer service
- Research
- Office
- Paid holidays
- Health insurance
GCS Program Manager
Konica Minolta Business Solutions, U.S.A., Inc. —Oldsmar, FL
- $61,000 - $105,455 a year
- Full-time
- Remote
- Research
- Analysis skills
- Senior level
13d
Clubhouse Manager
Inframark —Tampa, FL
- Full-time
- Background check
- Bachelor of Science
- Mid-level
- Paid holidays
- Health insurance
Quick Apply

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Client Relationship Manager, Employee Benefits

The Baldwin Group -
Tampa, FL

Apply Now

Job Details

Full-time

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

plan manager jobs in oldsmar fl

Client Relationship Manager, Employee Benefits

Manager E-Business

Program Manager

Commercial Accounts Manager

R&D Project Manager

Commercial Property Manager

Training and Quality Manager – Healthcare Operations

General Manager (TPA)

Branch Manager Trainee

Client Success Manager

HR Operations & Rewards Manager

Strategic Operations Manager

Manufacturing Project Manager

Operations Manager

Retirement Plan Compliance Manager

Property Manager

Regional Business Manager-Publix

Risk Division Manager

GCS Program Manager

Clubhouse Manager

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