Client Success Specialist, -CAC Holdings

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.

The Client Success Specialist independently manages and coordinates core renewal lifecycle processes, including open enrollment, eligibility management, compliance activities, and implementation. In this role, you apply employee benefits knowledge and independent judgement and exercise discretion to ensure complete, accurate, and timely outcomes for clients and internal colleagues. You will navigate complex service situations coordinating across Client Relationship Managers (CRMs), clients, internal colleagues, and third-party partners.

You will apply technical benefits experience, process knowledge and oversight to drive the "Peace of Mind" timeline and deliver a high-quality client experience while continuing to develop technical expertise, professional judgement, and decision making through hands‑on experience. You are expected to be primarily engaged in non‑manual work directly related to the general business operations of the Company and its clients, spending more than half of your working time on duties requiring the exercise of discretion and independent judgment with respect to matters of significance, and working under only general supervision.

The Client Success Specialist independently manages and coordinates core renewal lifecycle processes, including open enrollment, eligibility management, compliance activities, and implementation. In this role, you apply employee benefits knowledge and independent judgement and exercise discretion to ensure complete, accurate, and timely outcomes for clients and internal colleagues. You will navigate complex service situations coordinating across Client Relationship Managers (CRMs), clients, internal colleagues, and third-party partners.

You will apply technical benefits experience, process knowledge and oversight to drive the "Peace of Mind" timeline and deliver a high-quality client experience while continuing to develop technical expertise, professional judgement, and decision making through hands‑on experience. You are expected to be primarily engaged in non‑manual work directly related to the general business operations of the Company and its clients, spending more than half of your working time on duties requiring the exercise of discretion and independent judgment with respect to matters of significance, and working under only general supervision.

• Deliver on Stewardship Promises to clients by owningassigned tasks, meeting required due dates,and trackingprogression withinthe Agency Management System.
• Independently lead process execution and cross-functional coordination for assigned clients.
• Oversee the open enrollment activities of the peace of mind timeline, exercising independent judgement to anticipate issues, resolve conflicts and deliver high-quality service.
• Identify discrepancies and independently determine root causes and resolves issues directly or escalates appropriately.
• Support compliance-related activities (e.g., COBRA, EOI, notices, plan documentation) and ensure complete,accuraterecordkeepingacross systems, files, and client documentation.
• Partner with care center colleagues as neededby coordinating with carriers, vendors, and internal teams to…