Client Success Specialist, Employee Benefits-CAC Holdings
Core
Independently manages and coordinates core renewal lifecycle processes for employee benefits, including open enrollment, eligibility management, compliance, and implementation.
Role type
Client Success Specialist (Employee Benefits)
Builds
High-quality client experience and accurate, timely benefits administration outcomes
Domain
Insurance Brokerage / Employee Benefits
Required skills
Employee benefits process knowledge, Insurance licensing, Compliance management, Open enrollment execution, Eligibility management, Root cause analysis, Client communication, Documentation preparation, Process improvement, System proficiency
Preferred skills
Experience with offshore teams or shared service centers, Advanced Excel skills, State insurance licensing
Technologies
Agency Management Systems, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Responsibilities
Deliver on client stewardship promises by owning assigned tasks and meeting due dates; Lead process execution and cross-functional coordination for assigned clients; Oversee open enrollment activities and resolve conflicts; Identify discrepancies and resolve issues or escalate appropriately; Support compliance-related activities and ensure accurate recordkeeping; Partner with care center colleagues to resolve escalated issues; Advise on complex eligibility situations and create client-ready documentation; Prepare external communications such as renewal materials and claims updates; Proactively identify and contribute to process efficiencies; Support retention and growth of an assigned book of business; Participate in open enrollment calls and meetings.
Seniority
Mid-level, independent contributor
