Client Executive, Human Capital Risk- CAC
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.
Our team serves private equity firms and their portfolio companies from a holistic human capital risk perspective. We are innate problem solvers, and we help companies grow by creating value for companies and for their employees relative to HR strategy including HR policy, benefit strategy, employee engagement/communication, and human capital management technology. The Client Executive will be responsible for participating in setting client strategy, managing the cadence of client service, listening for the needs of our clients, assisting in supporting the client's day to day needs, project managing the process to achieve desired outcomes and exceed client expectations in alignment with agreed upon timelines.
Duties & Responsibilities:
Client ManagementProviding best in class client service by exceeding client expectations for a book of business representing clients of various size, scope, and geographic locations through effective project management and proactive strategy
Participate in setting strategy for clients pertaining to Human Capital Risks including Human Capital strategy, Benefits, Compliance, Change Management, and Communications while engaging appropriate subject matter experts
Resolve client, and vendor-related day-to-day service issues
Manage entire client service experience
Create relationships with various client stakeholders from executive leadership to support staff
Project ManagementBe able to proactively project manage client service plans and needs and be willing to take responsibility for ensuring the team meets project deadlines
Maintain open and transparent communication with the entire HCR team, and be able to discuss timelines and set clear expectations for deliverable due dates
Benefit Renewal / Vendor Sourcing Process - Assist in the management of the employee benefits plan renewal or vendor sourcing processDisplay knowledge and understanding of transparent health benefit strategies, including:Alternative funding mechanisms, including level funding and self-funding
Mechanisms of self-funding medical/Rx programs, inclusive of stop loss marketing
Best in class PBM contract terms
Other advanced cost containment measures such as reference-based reimbursement, direct contracting etc.
Ensure project management of renewal/vendor sourcing activitiesGather vendor information and/or information from clients for RFP/sourcing
Organize data into the appropriate format for vendor submission
Prepare RFP and send to vendors
Assist in the analysis of quotes for accuracy
Develop client strategies with PE HCR team in alignment with PE strategies
Prepare client deliverables and assist in the creation of the communication strategy
Coordinate implementation of new plans and or continuation of benefit plans and contract changes
Ensure client compliance
Practice DevelopmentHelp develop and optimize the client service experience including process, deliverables, and definition of success
Mentor and develop client service team members
Support business development opportunities
Contribute to thought leadership
Qualifications:
Bachelor’s degree in finance, business, marketing, risk management, or human resources management
Minimum 5-10 years of industry experience
Ability to multi-task and prioritize client needs in a fast-paced work environment
Strong organization skills and process oriented
A self-motivated individual who is willing to work in a team environment and do what it takes to get the job done
Outstanding communication skills both oral and written essential
Salary: $120-$140k salary range plus bonus opportunity and benefits. This information reflects the anticipated range for this position. Actual salary may vary based on location. Individual pay is based on skills, experience, and other relevant factors.
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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Our team serves private equity firms and their portfolio companies from a holistic human capital risk perspective. We are innate problem solvers, and we help companies grow by creating value for companies and for their employees relative to HR strategy including HR policy, benefit strategy, employee engagement/communication, and human capital management technology. The Client Executive will be responsible for participating in setting client strategy, managing the cadence of client service, listening for the needs of our clients, assisting in supporting the client's day to day needs, project managing the process to achieve desired outcomes and exceed client expectations in alignment with agreed upon timelines.
Duties & Responsibilities:
Client ManagementProviding best in class client service by exceeding client expectations for a book of business representing clients of various size, scope, and geographic locations through effective project management and proactive strategy
Participate in setting strategy for clients pertaining to Human Capital Risks including Human Capital strategy, Benefits, Compliance, Change Management, and Communications while engaging appropriate subject matter experts
Resolve client, and vendor-related day-to-day service issues
Manage entire client service experience
Create relationships with various client stakeholders from executive leadership to support staff
Project ManagementBe able to proactively project manage client service plans and needs and be willing to take responsibility for ensuring the team meets project deadlines
Maintain open and transparent communication with the entire HCR team, and be able to discuss timelines and set clear expectations for deliverable due dates
Benefit Renewal / Vendor Sourcing Process - Assist in the management of the employee benefits plan renewal or vendor sourcing processDisplay knowledge and understanding of transparent health benefit strategies, including:Alternative funding mechanisms, including level funding and self-funding
Mechanisms of self-funding medical/Rx programs, inclusive of stop loss marketing
Best in class PBM contract terms
Other advanced cost containment measures such as reference-based reimbursement, direct contracting etc.
Ensure project management of renewal/vendor sourcing activitiesGather vendor information and/or information from clients for RFP/sourcing
Organize data into the appropriate format for vendor submission
Prepare RFP and send to vendors
Assist in the analysis of quotes for accuracy
Develop client strategies with PE HCR team in alignment with PE strategies
Prepare client deliverables and assist in the creation of the communication strategy
Coordinate implementation of new plans and or continuation of benefit plans and contract changes
Ensure client compliance
Practice DevelopmentHelp develop and optimize the client service experience including process, deliverables, and definition of success
Mentor and develop client service team members
Support business development opportunities
Contribute to thought leadership
Qualifications:
Bachelor’s degree in finance, business, marketing, risk management, or human resources management
Minimum 5-10 years of industry experience
Ability to multi-task and prioritize client needs in a fast-paced work environment
Strong organization skills and process oriented
A self-motivated individual who is willing to work in a team environment and do what it takes to get the job done
Outstanding communication skills both oral and written essential
Salary: $120-$140k salary range plus bonus opportunity and benefits. This information reflects the anticipated range for this position. Actual salary may vary based on location. Individual pay is based on skills, experience, and other relevant factors.
#LI-AA1
Click here for some insight into our culture!
The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.