Client Executive, Employee Benefits-CAC

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.

Job Summary: 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.

Duties & 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

Qualifications:

• 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

• PRIMARY RESPONSIBILITIES & PERCENTAGE OF TIME PER PRIMARY RESPONSIBILITY:

• 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.
• 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 omissions 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. Bring issues and discrepancies to the attention of appropriate leadership.
• Completes special projects as assigned.

MANAGEMENT AND SUPERVISORY SCOPE:

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FINANCIAL AND BUDGET ACCOUNTABILITY:

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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.