Sr. Client Executive, Employee Benefits-Middle Market
About The Position
The Sr Employee Benefits Client Executive is responsible for leading the tactical and operational leadership in the design, development, implementation, administration, and communication of all assigned client benefit plans, including making appropriate recommendations based on long term objectives. 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.
Requirements
- Obtain and maintain state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions.
- Minimum of seven (7) years of insurance and/or benefits related experience, including leading an client management team.
- Strong communication, presentation, and interpersonal skills; demonstrated ability to produce clear and effective communication to audiences.
- Capability to work effectively in a collaborative team environment.
- Demonstrates the firm’s core values, exuding behavior that is aligned with the firm’s culture.
- Intermediate to advanced knowledge of Microsoft apps: Excel, PowerPoint, Publisher, PowerPoint, Outlook, Word.
- Ability to learn appropriate insurance company and firm software systems.
Nice To Haves
- Bachelor’s degree in human resources management, Accounting, Finance, Business, or other related concentration, is preferred.
- Certified Employee Benefits Specialist (CEBS), SPHR, or PHR is preferred
Responsibilities
- Manages a minimum of a book of business that generates a minimum of $1M in revenue.
- Manages all policy activity and stewardship aspects in assigned book of business.
- Analyzes and reports on relevant claims data for larger accounts, spotting trends and comparing client data to industry benchmarks.
- Ensures client compliance with respect to benefits and serves as an informed resource to clients on the impact of the ACA and future government changes.
- Sustains current knowledge of government regulations and ensures legal compliance with FMLA, COBRA, ACA, Employee Retirement Income Security Act (ERISA), and other applicable laws and regulations, including fulfilling reporting and compliance requirements.
- Provides training and mentorship to the Client Executive Team to assigned book of business.
- Promotes a culture of vigilance, accountability, collaboration, strong ethical standards and a high degree of client satisfaction.
- Maintains a concern for accuracy, timeliness and completion when interacting with clients, the firm and insurance company partners to minimize potential for errors and omission claims while demonstrating strong organizational skills with a high attention to detail.
- Manages large accounts without assistance from leadership and/or an Advisor.
- Reviews existing accounts to determine if additional lines of insurance should be solicited and/or if changes need to be made throughout the year and at renewal.
- Cultivates strong relationships with insurance company partners.
- Manages various priorities and adapts to continually changing job responsibilities.
- Looks for opportunities to improve the firm, business segment, and processes. Brings issues and discrepancies to the attention of appropriate leadership.
- Completes special projects as assigned.
- Provides training and mentorship to Client Executive Team.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
