CAC
Client Executive, Employee Benefits-CAC
Birmingham, Alabama, US
Sponsorship not specifiedDetected 6 days ago
ExcelResearchLeadershipCommunicationCollaborationTime ManagementOrganizational SkillsMicrosoft Office
About the role
- 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 must exhibit comfort working with limited information and quickly adapt to challenges with professionalism and positivity.
- Provide consistent excellent client service for a book of business representing clients of various size and scope
Responsibilities
- 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
- Manages all policy activity and stewardship aspects in assigned book of business.
- 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.
- Cultivates strong relationships with insurance company partners.
Requirements
- Two to four years of experience with an in-depth understanding of insurance.
- Strong communication skills, both verbal and written required
- Ability to think strategically displaying analytical 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
- Comfort when working with limited information and quickly adapts to challenges with professionalism and positivity
- Promotes a culture of vigilance, accountability, collaboration, strong ethical standards and a high degree of client satisfaction.
- High School diploma is required; Bachelor's degree preferred.
- Ability to obtain appropriate life and health insurance license upon hire
- 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
Nice to have
- High School diploma is required
- Bachelor's degree preferred.
Skills
- Maintain accurate client files in agency database
Benefits
- Research and provide answers for client policy and coverage questions
- 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.
Company info
- 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.
This listing is sourced directly from CAC's careers page and normalized into a canonical job model.