Client Executive, Employee Benefits- CAC

The Baldwin Group•Birmingham, AL

About The Position

CAC Group, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry’s best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry. The Client Executive is responsible for setting client strategy, supporting clients' day-to-day needs, and managing overall client service for multiple clients varying in complexity. A Client Executive is expected to manage projects to exceed client expectations in alignment with agreed-upon timelines. A Client Executive must exhibit comfort working with limited information and quickly adapt to challenges with professionalism and positivity.

Requirements

High School diploma is required; Bachelor’s degree preferred.
Two to four years of experience with an in-depth understanding of insurance.
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
Intermediate to advanced skills in Microsoft Word, Excel, and PowerPoint
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.
General understanding of compliance as it relates to the employee benefits business
Understanding of client renewal cycle
Attention to detail with ability to self-check work for accuracy
Comfort when working with limited information and quickly adapts to challenges with professionalism and positivity

Responsibilities

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 but not limited to eligibility, billing and claim issues
Ability to apply tools and resources provided by subject matter experts to daily client service. Has an understanding of the appropriate times to involve a SME as-needed to assist with client service needs
Initiate relationships with and communicate with client decision makers and support staff
Maintain open and clear communication with Consultants and internal client support staff, with the ability to discuss timelines and to set clear expectations for deliverable due dates
Manage the Renewal/Marketing Process including but not limited to:
Gather vendor information and/or information from clients for marketing purposes
Organize data into appropriate format for submission
Collaborate with internal placement team in instances where placement will handle RFP submissions
Prepare RFP and send to carriers (including loss data, contracts and supporting documents)
Analyze quotes for accuracy
Work strategically with the Consultant 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, stewardship meetings, renewal meetings and strategic planning 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