Associate Client Executive, Employee Benefits

Assists in the support of the teams 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 Allens 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

• High School diploma is required; Bachelors 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.