Senior Client Executive, Employee Benefits

Description

Job Summary: The Senior 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 Senior Client Executive is expected to manage projects to exceed client expectations in alignment with agreed-upon timelines. 

• 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 eligibility, billing and claim issues
• Assist with client concerns pertaining to HCR, Compliance, Consumerism, Communications, and HR Consulting, answering questions when possible and/or connecting clients with an appropriate subject matter expert when necessary
• Initiate relationships with and communicate with client decision makers and support staff
• Maintain open and clear communication with Producers 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
  • Prepare RFP and send to carriers (including loss data, contracts and supporting documents)
  • Analyze quotes for accuracy
  • Work strategically with the Producer 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
• Process coverage amendment requests following up as needed
• Participate in client and vendor meetings – including, but not limited to, renewal meetings and stewardships reports meetings
• Maintain accurate client files in agency database
• Maintain a current understanding of industry information and new product information as required to service clients

Qualifications

• High School diploma is required; Bachelor’s degree preferred.
• Five to seven years of experience with an in-depth understanding of insurance.
• Must have appropriate state insurance license
• Strong communication skills, both verbal and written required
• Ability to think strategically displaying analytical skills
• Strong Microsoft Word, Excel and PowerPoint 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

CACH, LLC and its employing subsidiaries provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

About Us: CAC Group is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. The entity comprises CAC Specialty, an industry-leading specialty broker, CAC Agency, a P&C, personal lines and employee benefits broker, and CAC Capital, a structured solutions group that specializes in the convergence of insurance and capital markets. Collectively, CAC Group serves large corporations, small-to-medium enterprises as well as individuals. It is an employee-owned company and ranked in the top 40 of all U.S. brokerage firms. For more information, please visit us at www.cacgroup.com

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