Associate Client Executive, Employee Benefits

Job DetailsJob Location: CAC AL Birmingham Office - Birmingham, AL 35223Position Type: Full TimeJob Category: InsuranceAssists in the support of the team’s book of business including the marketing process for new and renewal business.

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 eligibility, billing and claim issues
Assist with client concerns pertaining to HCR, Compliance, Consumerism, Communications, and HR Consulting, answering questions when possible and/or connecting clients with an appropriate subject matter expert when necessary
Initiate relationships with and communicate with client decision makers and support staff
Maintain open and clear communication with Producers and internal client support staff, with the ability to discuss timelines and to set clear expectations for deliverable due dates    
Support team members in the renewal/marketing process to include: 

Gather vendor information and/or information from clients for marketing purposes
Organize data into appropriate format for submission
Prepare RFP and send to carriers (including loss data, contracts and supporting documents)
Analyze quotes for accuracy
Work strategically with the Producer to determine appropriate vendor options (most competitive pricing and products)  
Prepare proposal data into format for presentation to clients 
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, renewal meetings and stewardships reports meetings
Maintain accurate client files in agency database
Maintain a current understanding of industry information and new product information as required to service clients
Other duties as assigned
Qualifications
High School diploma is required; Bachelor’s degree preferred.
Ability to obtain appropriate life and health insurance license upon hire
Strong communication skills, both verbal and written required
Ability to think strategically displaying analytical skills
Strong Microsoft Word, Excel and PowerPoint skills
Organizational and time management skills to prioritize workload and to meet time sensitive deadlines required. Must be results-oriented with the ability to change priorities as needed.
Attention to detail with ability to self-check work for accuracy
Experience with Microsoft Publisher preferred
Experience developing corporate communications and marketing pieces preferred

CACH, LLC and its employing subsidiaries provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.