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Last updated: 2 days ago

Sr. Client Executive, Employee Benefits-Middle Market

BaldwinBirmingham, AL, United States
Full-time

Sr Employee Benefits 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 insur... Show more

Advertising and Paid Media Strategy & Planning Specialist

DeloitteBirmingham, US
Full-time

Are you passionate about paid media, marketing strategy, and campaign performance? Do you enjoy working at the intersection of business priorities, media planning, agency partnership, campaign acti... Show more

VP, Operations & Finance - US & Canada

EBSCO Information ServicesBirmingham, AL, United States
Full-time

Vice President, Operations & Finance U.The Vice President, Operations & Finance U.Canada leads financial performance, operational execution, governance oversight, and strategic alignment for the ... Show more

Oracle EBS Techno Functional Consultant

Group Nine LLCBirmingham, AL, United States
Full-time

Oracle EBS Techno Functional Consultant.Location: Birmingham, AL, or Dallas Tx.Need solid EBS Finance resource 80% Technical.Provide techno-functional support for Oracle EBS modules such as Financ... Show more

Sr Software Engineer (Java)

Fusion HCRBirmingham, Alabama, USA
Permanent

Direct Hire role with our client in Birmingham, AL!.Architect the Future of a $1B+ Revenue Engine.Are you a master of modern Java who thrives at the intersection of architectural strategy and hands... Show more

Lead Facilitator | Environmental Facilitation Services [EPAAL038]

ProSidian ConsultingBirmingham, AL, United States
Full-time

Lead Facilitator | Environmental Facilitation Services.ProSidian seeks a Lead Facilitator | Environmental Facilitation Services - DPLH Est.OT on a Exempt 1099 Contract: No Overtime Pay Contract Con... Show more

Sales Enablement Specialist

Workplace OptionsBirmingham, AL, United States
$105,000.00–$125,000.00 yearly
Full-time +1

Workplace Options is proud to support our sister organization, Behavioral Health Systems (BHS), in recruiting a Sales Enablement Specialist.BHS operates one of the nation's largest specialty prefer... Show more

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Sr. Client Executive, Employee Benefits-Middle Market

Sr. Client Executive, Employee Benefits-Middle Market

BaldwinBirmingham, AL, United States
20 days ago
Job type
  • Full-time
Job description

Sr Employee Benefits 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. Find out more about career opportunities to work with the best team in the industry.

The Sr Employee Benefits Client Executive is responsible for leading the tactical and operational leadership in the design, development, implementation, administration, and communication of all assigned client benefit plans, including making appropriate recommendations based on long term objectives.

Primary Responsibilities

  • Manages a minimum of a book of business that generates a minimum of $1M in revenue.
  • 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.
  • Provides training and mentorship to the Client Executive Team to assigned book of business.
  • 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 omission 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. Brings issues and discrepancies to the attention of appropriate leadership.
  • Completes special projects as assigned.
  • Provides training and mentorship to Client Executive Team.

Education and Experience

  • Obtain and maintain state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions.
  • Bachelors degree in human resources management, Accounting, Finance, Business, or other related concentration, is preferred.
  • Certified Employee Benefits Specialist (CEBS), SPHR, or PHR is preferred
  • Minimum of seven (7) years of insurance and/or benefits related experience, including leading an client management team.

Knowledge, Skills and Abilities

  • Strong communication, presentation, and interpersonal skills; demonstrated ability to produce clear and effective communication to audiences.
  • Capability to work effectively in a collaborative team environment.
  • Demonstrates the firm's core values, exuding behavior that is aligned with the firm's culture.

Technical, Computer, System Skills

  • Intermediate to advanced knowledge of Microsoft apps: Excel, PowerPoint, Publisher, Outlook, Word.
  • Ability to learn appropriate insurance company and firm software systems.

Special Working Conditions

  • Fast paced, multi-tasking environment.
  • Some travel is required.

This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the Firm.