Associate Client Executive, Employee Benefits

CAC Group•Mountain Brook, AL

About The Position

Assists in the support of the team’s book of business including the marketing process for new and renewal business. Provide consistent excellent client service for a book of business representing clients of various size and scope Research and provide answers for client policy and coverage questions Resolve client, carrier and/or vendor related day-to-day service issues, including eligibility, billing and claim issues Assist with client concerns pertaining to HCR, Compliance, Consumerism, Communications, and HR Consulting, answering questions when possible and/or connecting clients with an appropriate subject matter expert when necessary Initiate relationships with and communicate with client decision makers and support staff Maintain open and clear communication with Producers and internal client support staff, with the ability to discuss timelines and to set clear expectations for deliverable due dates Support team members in the renewal/marketing process to include: Gather vendor information and/or information from clients for marketing purposes Organize data into appropriate format for submission Prepare RFP and send to carriers (including loss data, contracts and supporting documents) Analyze quotes for accuracy Work strategically with the Producer to determine appropriate vendor options (most competitive pricing and products) Prepare proposal data into format for presentation to clients Coordinate implementation of new plans and or continuation of benefit plans and contract changes Develop and cultivate strong carrier relationships to enhance Cobbs Allen’s position in the market Participate in client and vendor meetings – including, but not limited to, renewal meetings and stewardships reports meetings Maintain accurate client files in agency database Maintain a current understanding of industry information and new product information as required to service clients Other duties as assigned

Requirements

High School diploma is required; Bachelor’s degree preferred.
Ability to obtain appropriate life and health insurance license upon hire
Strong communication skills, both verbal and written required
Ability to think strategically displaying analytical skills
Strong Microsoft Word, Excel and PowerPoint skills
Organizational and time management skills to prioritize workload and to meet time sensitive deadlines required.
Must be results-oriented with the ability to change priorities as needed.
Attention to detail with ability to self-check work for accuracy

Nice To Haves

Experience with Microsoft Publisher preferred
Experience developing corporate communications and marketing pieces preferred

Responsibilities

Assist in the support of the team’s book of business including the marketing process for new and renewal business.
Provide consistent excellent client service for a book of business representing clients of various size and scope
Research and provide answers for client policy and coverage questions
Resolve client, carrier and/or vendor related day-to-day service issues, including eligibility, billing and claim issues
Assist with client concerns pertaining to HCR, Compliance, Consumerism, Communications, and HR Consulting, answering questions when possible and/or connecting clients with an appropriate subject matter expert when necessary
Initiate relationships with and communicate with client decision makers and support staff
Maintain open and clear communication with Producers and internal client support staff, with the ability to discuss timelines and to set clear expectations for deliverable due dates
Support team members in the renewal/marketing process
Develop and cultivate strong carrier relationships to enhance Cobbs Allen’s position in the market
Participate in client and vendor meetings
Maintain accurate client files in agency database
Maintain a current understanding of industry information and new product information as required to service clients
Other duties as assigned