Strategic Employee Benefits Renewal Specialist

CAC Group; Birmingham (AL); In loco; USD 52.000 - 76.000; Tempo pieno

Descrizione del lavoro

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. The Client Success Specialist independently manages renewal lifecycle processes, including open enrollment, eligibility management, and implementation.

You apply employee benefits knowledge and independent judgement to deliver timely outcomes for clients and colleagues.

Competenze

• Bachelor’s degree in business, human resources, finance, insurance, or a related field.
• 1–3+ years of employee benefits experience in a brokerage, carrier, or client service role.
• Licensing (required): must hold or obtain and maintain all required insurance licenses for the role and jurisdictions served.
• Strong verbal and written communication skills; capable of preparing clear external communications.
• Microsoft Office skills, particularly Excel, and proficiency in Word and PowerPoint for client-ready materials.
• Familiarity with employee benefits processes and renewal workflows with continued skill development expected.
• Previous experience working with offshore teams or shared service centers is preferred.

Mansioni

• Deliver on Stewardship Promises to clients by owning assigned tasks, meeting required due dates, and tracking progression within the Agency Management System.
• Independently lead process execution and cross-functional coordination for assigned clients.
• Oversee the open enrollment activities within the peace of mind timeline, anticipate issues, resolve conflicts and deliver high-quality service.
• Identify discrepancies and determine root causes and resolutions, escalating as needed.
• Support compliance-related activities (e.g., COBRA, EOI, notices, plan documentation) and ensure accurate recordkeeping across systems.
• Partner with care center colleagues by coordinating with carriers, vendors, and internal teams to resolve escalated issues and clearly communicate outcomes to clients and members.
• Advise internal colleagues and third-party partners on complex eligibility situations and benefits questions, synthesize information and formulate recommendations.
• Prepare external communications such as renewal materials, open enrollment instructions, COBRA information, claims updates, and benefits administration messages.
• Identify opportunities for process improvements and help implement changes that enhance quality and timeliness.
• Collaborate with shared services partners and third-party vendors to identify service risks during implementations and open enrollment.
• Support retention and growth of an assigned book of business by delivering accurate benefits administration and high-quality client experience.
• Participate in open enrollment calls/meetings as a knowledgeable point of contact for clients and colleagues.

Descrizione del lavoro

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. The Client Success Specialist independently manages renewal lifecycle processes, including open enrollment, eligibility management, and implementation.

You apply employee benefits knowledge and independent judgement to deliver timely outcomes for clients and colleagues.