CAC Group
insurance
ClientExecutive,EmployeeBenefitsCAC
“Client Executive, Employee Benefits-CAC at CAC Group. Skills: Client strategy, Client service, Insurance. Set client strategy. Support clients' day-to-day needs”
What You'll Achieve.
Exceed client expectations; Minimize potential for errors and omissions claims; Promotes a high degree of client satisfaction
Industry & Context.
Ability to think strategically displaying analytical skills; Resolve client, carrier and/or vendor related day-to-day service issues; Comfort when working with limited information and quickly adapts to challenges with professionalism and positivity; Analyzes and reports on relevant claims data for larger accounts, spotting trends and comparing client data to industry benchmarks
What They're Looking For.
Must Have
Two to four years of experience with an in-depth understanding of insurance, Ability to obtain appropriate life and health insurance license upon hire, 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, 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
Nice to Have
Bachelor’s degree preferred
What You'll Do.
Support clients' day-to-day needs
Manage overall client service
Manage projects to exceed client expectations
Provide excellent client service
Research client policy and coverage questions
carrier and/or vendor related issues
Apply tools and resources provided by subject matter experts
Initiate relationships with client decision makers
Communicate with client decision makers
Maintain open communication with Consultants
Communicate with internal client support staff
Set clear expectations for deliverables
Manage the Renewal/Marketing Process
Gather vendor information
Gather client information for marketing
Organize data for submission
Collaborate with internal placement team
Analyze quotes for accuracy
Determine appropriate vendor options
Prepare proposal data for presentation
Coordinate implementation of new plans
Coordinate continuation of benefit plans
Coordinate contract changes
Develop carrier relationships
Cultivate carrier relationships
Participate in client meetings
Participate in vendor meetings
Maintain accurate client files
Maintain current understanding of industry information
Maintain current understanding of new product information
Manage all policy activity
Manage stewardship aspects
Report on claims data
Spot trends in claims data
Compare client data to industry benchmarks
Ensure client compliance with benefits
Serve as informed resource on ACA impact
Serve as informed resource on future government changes
Sustain current knowledge of government regulations
Ensure legal compliance with FMLA
Ensure legal compliance with COBRA
Ensure legal compliance with ACA
Ensure legal compliance with ERISA
Fulfill reporting requirements
Fulfill compliance requirements
Promote culture of vigilance
Promote culture of accountability
Promote culture of collaboration
Promote culture of ethical standards
Promote high degree of client satisfaction
Maintain concern for accuracy
Maintain concern for timeliness
Maintain concern for completion
Minimize potential for errors and omissions claims
Manage large accounts without assistance
Review existing accounts
Determine if additional lines of insurance should be solicited
Determine if changes need to be made
Cultivate relationships with insurance company partners
Manage various priorities
Adapt to continually changing job responsibilities
Look for opportunities to improve the firm
Look for opportunities to improve Business Segment
Look for opportunities to improve processes
Bring issues to attention of appropriate leadership
Bring discrepancies to attention of appropriate leadership
Complete special projects
How You'll Work.
Team & Collaboration
Collaborate with internal placement team; Maintain open and clear communication with Consultants; Communicate with internal client support staff; Participate in client and vendor meetings; Promotes a culture of collaboration
Communication Scope
communication skills, both verbal and written required; Initiate relationships with and communicate with client decision makers and support staff; Maintain open and clear communication with Consultants and internal client support staff; Prepare proposal data into format for presentation to clients; Participate in client and vendor meetings
Process & Methodology
Manage projects to exceed client expectations, Manage the Renewal/Marketing Process, Manage all policy activity, Manage stewardship aspects, Manage large accounts without assistance, Manage various priorities
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