Sr. Client Executive, Employee Benefits-Middle Market

CAC Group; Birmingham (AL); Hybrid; USD 100,000 - 150,000; Full time

Job summary

CAC Group in Birmingham, AL is seeking a Sr Employee Benefits Client Executive to lead design, implementation, administration, and communication of client benefit plans.

This role oversees a book generating at least $1M in revenue, reviews claims data, ensures ACA/ERISA compliance, and mentors the Client Executive Team. Travel may be required.

A bachelor's degree and 7+ years in insurance/benefits, with CEBS/SPHR/PHR preferred, are requested.

Qualifications

• Bachelor’s degree in human resources, accounting, finance, business, or related field preferred.
• CEBS, SPHR, or PHR certification preferred.
• Minimum of seven (7) years of insurance and/or benefits experience, including leading a client management team.

Responsibilities

• Manage a book of business generating at least $1M in revenue.
• Oversee policy activity and stewardship for assigned accounts.
• Analyze claims data, identify trends, compare against benchmarks.
• Ensure client compliance with ACA, ERISA, FMLA, COBRA; inform on regulations.
• Provide training and mentorship to the Client Executive Team.
• Cultivate relationships with insurance company partners.
• Lead multitasking in a fast-paced environment with changing priorities.

Skills

Client management

Communication

Leadership

Analytical skills

Education

Bachelor’s degree in HR/Business/Finance

CEBS

SPHR/PHR

Tools

Microsoft Excel

PowerPoint

Outlook

Job description

About the Company

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.

Position Overview

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.
• Bachelor’s 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, PowerPoint, Outlook, Word. Ability to learn appropriate insurance company and firm software systems.

Special Working Conditions

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

Important Notice

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.

Equal Employment Opportunity

CAC, 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. CAC Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.