Client Executive — Birmingham, AL at The Baldwin Group

About CAC Group

CAC Group, part of The Baldwin Group, is a leading insurance broker and advisor providing 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.

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. You will manage projects to exceed client expectations in alignment with agreed-upon timelines. This role requires comfort working with limited information and the ability to quickly adapt to challenges with professionalism and positivity.

In this position, you will manage all policy activity and stewardship aspects within your assigned book of business. You will analyze and report on relevant claims data for larger accounts, spotting trends and comparing client data to industry benchmarks. As an informed resource, you will ensure client compliance regarding benefits and serve as a guide on the impact of the ACA and future government changes.

You will cultivate strong relationships with insurance company partners and manage large accounts independently. The role involves reviewing existing accounts to determine if additional lines of insurance should be solicited or if changes are needed throughout the year and at renewal. You will look for opportunities to improve the firm, business segment, and processes, bringing issues and discrepancies to the attention of appropriate leadership.

Our Culture

We promote a culture of vigilance, accountability, collaboration, strong ethical standards, and a high degree of client satisfaction. We maintain 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.

Application Instructions

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 those 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.

Work location

Work model: On-site

24th Street North, Central City, Birmingham, Jefferson County, Alabama, 35202, United States

Birmingham, Alabama

Key Responsibilities

check_circleManage client strategy and day-to-day service for a book of business
check_circleInitiate and maintain relationships with client decision makers and carrier partners
check_circleEnsure client compliance with benefits regulations including ACA, FMLA, COBRA, and ERISA
check_circleMaintain accurate client files in the agency database and ensure data accuracy
check_circleReview existing accounts to identify opportunities for additional insurance lines
check_circleManage the renewal and marketing process including RFP preparation and quote analysis
check_circleAnalyze claims data to identify trends and compare against industry benchmarks
check_circleResearch and resolve client policy, coverage, billing, and claim issues

Requirements

verifiedHigh School diploma required; Bachelor's degree preferred
verifiedTwo to four years of insurance experience
verifiedAbility to obtain life and health insurance license
verifiedIntermediate to advanced Microsoft Word, Excel, and PowerPoint skills
verifiedGeneral understanding of compliance in employee benefits business
verifiedUnderstanding of client renewal cycle
verifiedKnowledge of ACA, FMLA, COBRA, and ERISA regulations

Nice to Have

Bachelor's degree

Skills, education and keywords

Skills: Microsoft Word, Excel, Powerpoint, Life And Health Insurance License, Aca, Fmla, Cobra, Employee Retirement Income Security Act, Erisa.

Education: High School diploma is required; Bachelor's degree preferred.

Frequently asked questions about Client Executive, Employee Benefits-CAC at The Baldwin Group

What does a Client Executive, Employee Benefits-CAC at The Baldwin Group do?expand_more

Day-to-day, the Client Executive, Employee Benefits-CAC at The Baldwin Group will manage client strategy and day-to-day service for a book of business; initiate and maintain relationships with client decision makers and carrier partners; ensure client compliance with benefits regulations including aca, fmla, cobra, and erisa; and maintain accurate client files in the agency database and ensure data accuracy.

What are the requirements for this Client Executive, Employee Benefits-CAC role?expand_more

To qualify for the Client Executive, Employee Benefits-CAC at The Baldwin Group position, applicants should have: High School diploma required; Bachelor's degree preferred; Two to four years of insurance experience; Ability to obtain life and health insurance license; Intermediate to advanced Microsoft Word, Excel, and PowerPoint skills; General understanding of compliance in employee benefits business; and Understanding of client renewal cycle.

Where is the Client Executive, Employee Benefits-CAC role at The Baldwin Group located?expand_more

Client Executive, Employee Benefits-CAC at The Baldwin Group is based in 24th Street North, Central City, Birmingham, Jefferson County, Alabama, 35202, United States. This is a on-site role.

Is this Client Executive, Employee Benefits-CAC job remote, hybrid, or on-site?expand_more

The Baldwin Group has listed this Client Executive, Employee Benefits-CAC role as on-site.

How much experience is required for this Client Executive, Employee Benefits-CAC role?expand_more

Candidates for Client Executive, Employee Benefits-CAC at The Baldwin Group should have mid level.

What skills do you need for the Client Executive, Employee Benefits-CAC role at The Baldwin Group?expand_more

Key skills for Client Executive, Employee Benefits-CAC at The Baldwin Group include Microsoft Word; Excel; Powerpoint; Life And Health Insurance License; Aca; Fmla; Cobra; and Employee Retirement Income Security Act.

What education is required for Client Executive, Employee Benefits-CAC at The Baldwin Group?expand_more

Educational requirements for this role: High School diploma is required; and Bachelor's degree preferred.

What category does the Client Executive, Employee Benefits-CAC role belong to?expand_more

Client Executive, Employee Benefits-CAC at The Baldwin Group is part of the accounting & finance job category on Recrutus.

Client Executive, Employee Benefits-CAC