Client Executive, Employee Benefits-CAC

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.
• Apply tools and resources provided by subject matter experts to daily client service.
• 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.
• Cook up new plans and or continuation of benefit plans and contract changes.
• 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.

Qualifications

• A high school diploma is required; a bachelor’s degree is 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.
• 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.
• Comfort when working with limited information and quickly adapts to challenges with professionalism and positivity.