Talent.com
Baldwin
Client Executive, Employee Benefits-CACBaldwin • Birmingham, AL, United States
Client Executive, Employee Benefits-CAC

Client Executive, Employee Benefits-CAC

Baldwin • Birmingham, AL, United States
1 day ago
Job type
  • Full-time
Job description

Client Executive

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.

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
Create a job alert for this search

Client Executive, Employee Benefits-CAC • Birmingham, AL, United States

Similar jobs

Talent Billing Associate

Publicis Groupe Holdings B.VBirmingham, AL, United States
Full-time

We have an excellent opportunity for someone to join our Broadcast team in the position of Talent Billing Associate.This individual supports the broadcast team by managing talent contracts, payment... Show more

 • Promoted

Account Executive

CRC Insurance Services, Inc.Birmingham, AL, United States
Full-time

The position is described below.If you want to apply, click the Apply button at the top or bottom of this page.You'll be required to create an account or sign in to an existing one.If you have a di... Show more

 • Promoted

Relationship Executive-Healthcare Services-Executive Director

JPMorgan ChaseBirmingham, AL, United States
Full-time

You are customer focused, enjoy building relationships and providing financial advice to your clients.A role as a Commercial Banker is for you.As a Commercial Banker on the Healthcare Services, Eme... Show more

 • Promoted

Client Advocate

Willis Towers WatsonBirmingham, AL, United States
Full-time

The Client Advocate is responsible for cultivating and maintaining client relationships that includes leading strategy development and execution.They have ownership of the E365 Service plan, engagi... Show more

 • Promoted

Employee Health & Benefits Account Associate

Marsh LLCBirmingham, AL, United States
Full-time

Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.More than 11,000 of the industry's brightest talent drive our efforts to ... Show more

 • Promoted

Test Products from Home – $25-$45/hr + Freebies

OCPABlountsville, Indiana, us
$25.00 hourly
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more

 • Promoted

Work From Home

Remote JobsHayden, AL
Remote
Full-time

Remote Jobs are now available in your area.This position is a work from home position.You will not need to come into the office.Benefits: Health Insurance, 401K, Vacation& PTO.Apply now! Work f... Show more

 • Promoted

President

Summer ClassicsPelham, AL, United States
Full-time

We are seeking a President to serve as the senior operating leader of Gabriella White, driving the disciplined execution of our annual business plan and holding our C-Suite accountable for results.... Show more

 • Promoted

Client Executive, Employee Benefits-CAC

BaldwinBirmingham, AL, United States
Full-time

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.We recruit an... Show more

 • Promoted

Director of Client Success

Transform9Birmingham, AL, United States
Full-time

Calling your doctor shouldn't be harder than seeing your doctor.But at most practices, patients wait on hold, front-office staff drown in ring queues, and revenue walks out the door with every miss... Show more

 • Promoted

PC CL - Marketing Executive

StephensBirmingham, AL, United States
Full-time

ESSENTIAL DUTIES AND RESPONSIBILITIES.Maintain ongoing relationships with carriers.Negotiate, review, and compare insurance contracts/terms to determine best placement.Identify gaps and/or coverage... Show more

 • Promoted

Consumer Insights Analyst

Earn HausBlountsville, Alabama, United States
Full-time +1

We are urgently seeking people interested in taking market research studies for well known brands.If you are a self-starter, looking for flexible hours throughout the week, this may be for you! Ear... Show more

 • Promoted

Hiring Now - Work from Home - No Experience

OCPABlountsville, Indiana, us
$25.00 hourly
Remote
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more

 • Promoted

Dashers - Sign Up and Start Earning

DoorDashHayden, AL, United States

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a var... Show more

 • Promoted

Outside Sales Representative – Remote Insurance

Platinum Supplemental Insurance, Inc.Sugar Creek, Alabama, United States
Remote
Full-time

Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac... Show more

 • Promoted

Business Account Executive

Charter CommunicationsBirmingham, AL, United States
Full-time

This role requires the ability to work lawfully in the U.Looking to drive growth and connect small businesses to innovative solutions at Spectrum? As an Account Executive, youwillengage directly wi... Show more

 • Promoted

Associate Client Executive, Employee Benefits

Cobbs AllenBirmingham, AL, United States
Full-time

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 cl... Show more

 • Promoted

Field Sales Consultant – Insurance Solutions

Platinum Supplemental Insurance, Inc.Sugar Creek, Alabama, United States
Full-time

Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac... Show more

 • Promoted

Relationship Executive-Healthcare Services-Executive Director

ChaseBirmingham, AL, United States
Full-time

You are customer focused, enjoy building relationships and providing financial advice to your clients.A role as a Commercial Banker is for you.As a Commercial Banker on the Healthcare Services, Eme... Show more

 • Promoted

Client Service Associate

Alphabe InsightBirmingham, AL, United States
Full-time

Client Service AssociateDinamic AS Group is a forward-thinking business services company dedicated to helping organizations strengthen their brand presence and build meaningful connections with the... Show more