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CXC Solutions is seeking an Account Specialist to join our growing Customer Success team. This individual will coordinate projects from inception through delivery. The ideal candidate will have exceptional organizational and time management skills and will serve as the main day to day contact for clients and internal stakeholders. A customer centric attitude is crucial to ensuring success in this role. CXC takes pride in providing excellent and expedient service to our clients and the qualified candidate must be self-motivated, able to work autonomously and enjoy working in a fast-paced, high-volume environment.

Responsibilities:

• Facilitates a critical communications role by coordinating with product owners, sales execs, and clients

• Meet regularly with other members of the team to discuss progress and find new ways to improve processes

• Ensures the timely and successful delivery of solutions according to client needs and objectives

• Generate progress reports for clients and management as needed

• Build and strengthen client relationships to achieve long-term partnerships

• Maintain accurate client records, keeping track of any communications, expectations, and contract updates

Skills:

• Excellent communication (verbal and written) with a commitment to client satisfaction

• Ability to multitask and juggle several responsibilities simultaneously

• Goal oriented and can work with a sense of urgency in completing responsibilities

• Strong organizational skills including prioritizing, scheduling, and meeting deadlines

• Good attention to detail and can maintain and update account records and transactions

• Display empathy and emotional intelligence

Qualifications:

• Bachelor’s degree

• 1 – 3 years professional experience in a customer facing role

• Experience with customer relationship management software (Zoho, Salesforce, Hubspot, etc.)

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CXC Solutions is seeking a Business Analyst to join our growing Compliance team. The focus of this role will be multi-faceted, ultimately working collaboratively with our customer success team, the software development team, executives, and clients. You will be part of a team responsible for ensuring the delivery of high-quality software and services through domain expertise, collaboration, and innovative problem-solving. Responsibilities are centered around creating and enhancing internally developed products, supporting clients, and researching areas of compliance while developing subject matter expertise.

Responsibilities:

• Facilitates a critical communications role by interacting with subject matter experts, project team members and development personnel

• Gathers, interprets, and translates customer needs into functional and non-functional requirements

• Understands system behavior, inputs, and outputs as they relate to business functions

• Helps confirm that new releases function as intended and there is no negative impact to existing functionality

• Becomes the subject matter expert on compliance solutions and tools

• Researches regulations by reviewing regulatory bulletins and other sources of information

• Ensures the timely and successful delivery of solutions according to client needs and objectives

Skills:

• Interviewing and listening skills to elicit detailed requirements

• Analytical skills for transforming defined business needs into software requirements

• Excellent verbal and written communication skills with a commitment to client satisfaction

• Ability to summarize and communicate complex ideas and review them with key project stakeholders at multiple levels of the organization

• Ability to multitask and juggle several responsibilities simultaneously

• Basic understanding of software design and development

• Intermediate level excel skills (Pivot tables, text to column, V-lookups, etc.)

Qualifications:

• Bachelor’s degree

• 1 – 3 years professional experience in a customer facing role

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We are looking for a full time Sr. Sales Executive to be a key member of the CXC Solutions Business Development and Sales team. This individual will be an integral part of CXC Solutions’ Executive Sales team and play a critical role in driving the market adoption of CXC Solutions’ Compliance Solutions. CXC Solutions is the only end-to-end, one-stop shop for Health and Welfare and Retirement benefit compliance software; established as the go-to self-service software and full-service solution for the largest consulting and brokerage firms.

Responsibilities:

• Leads all aspects of solution sales, including:

• Sells software product(s) and software-enabled services by establishing contacts and developing relationships with new prospects in the Health and Welfare Benefits Industry and recommending solutions
• Expands business opportunities by identifying prospects and evaluating their position in the Health and Welfare Benefits Industry and researching and analyzing sales options
• Identifies product improvements or new products by remaining current on industry trends, market activities, and competitors
• Maintains professional and technical knowledge by reviewing professional publications and other content, establishing personal networks, benchmarking best practices, and participating in professional and industry organizations as needed
• Responds to inbound sales calls and emails
• Takes a prospect from start to finish in sales cycle
• Constructs proposals for inside sales leads
• Coordinates and conducts software demos
• Coordinates an orderly hand-off of closed deals to the Product and/or Service team
• Maintains relationships with new clients by providing support, information, and guidance, researching, and recommending new cross-sell opportunities

Skills and Qualifications:

• Extensive sales experience within the Health and Welfare Benefits Industry (B2B and B2C)

• Experience using sales tracking or customer relationship management (CRM) software

• Already-established warm network within the Health and Welfare Benefits industry

• Excellent Presentation Skills

• Strong Client Relationships

• Emphasizing Excellence

• Customer Service Focused

• Multi-channel Prospecting

• Negotiations

• Closing skills

• Strong Client Relationships

• Emphasizing Excellence

• High Energy Level

• Independent and Self-Driven

• Motivation for Sales and Marketing

Desired Skills and Experience:

• 5+ years of proven Sales (particularly software) experience within the Health and Welfare Benefits industry

• Proven, multi-year sales revenue track record

• Experience with consultative and value-based selling

• Strong communication skills and the ability to handle all functional objections that may arise during a sales pursuit

• Excellent writing, presentation, and interpersonal skills

Qualifications

• Bachelor’s Degree

• Producer License (General Lines Agent of Life, Accident, and Health Insurance) or related credentialing is preferred

• Current affiliations with organizations and brokerage groups within the Health and Welfare Benefits industry is preferred (e.g. NAHU/NABIP, ECFC, NAIFA, IFEBP, IAIP, Assurex Global, UBA, TRUE Network Advisors, etc.)

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CXC Solutions is seeking a Customer Success Manager to join our growing client-facing team. This individual will coordinate projects from inception through delivery. The ideal candidates will have a strong customer management background and will serve as a liaison with an ability to onboard new clients, manage account renewals, identify revenue growth opportunities, manage the customer success processes and metrics, and continuously identify areas for process improvements.

Responsibilities

• Perform account management of portfolio of existing clients

• Manage customer satisfaction initiatives, including surveys, across all products and services

• Work with clients to create customer success stories in collaboration with marketing

• Assist in the onboarding of insurance brokers and employers

• Identify cross-sell and up-sell opportunities with clients

• Manage annual renewal process and metrics

• Handle escalations that may have a strategic impact on the company

• Build long-term relationships with key clients

• Collaborate with internal teams (Business Analysts, Developers, Sales/Marketing and Executives)

• Support trade organizations and occasionally travel to conferences

• Assist customers with their purchasing inquiries and decisions

• Stay current with the latest industry trends

Skills

• Good interpersonal skills with the ability to build relationships with clients

• Excellent problem-solving aptitude

• Strong project/time management skills with the ability to work in a fast-paced environment

• Excellent communication and negotiation skills

• Creativity and innovation skills

Qualifications

• Bachelor’s Degree with 2+ years of related experience

• A background in Insurance/Benefits is highly desirable

• Hands-on experience with CRM and project management software

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CXC Solutions is seeking a Benefits Compliance Specialist to join our growing Compliance team. The focus of this role will be multi-faceted, ultimately working collaboratively with our customer success team, the software development team, executives, and clients. You will be part of a team responsible for benefits compliance, that may include ACA, ERISA Wrap, Nondiscrimination testing, Form 5500, Section 125 Documents, and/or Comparative Analysis under the Mental Health Parity Addiction and Equity Act (MHPAEA). Your role will include elements such as data validation, data extracts, conducting focused analyses, developing reports and other activities.

Responsibilities:

•Collects and analyzes benefits plan documentation and operations

• Conducts research on regulations by reviewing regulatory bulletins and other sources of information

• Facilitates a critical communications role by interacting with subject matter experts, project team members and development personnel

• Manages multiple projects at the same time and produces quality analysis and deliverables in a timely manner

•Quickly transfers learning into practice

•Asks relevant questions to deliver a better work product

•Prepares quality client presentation material, in recognition of client needs

•Operates as team player with ability to work as a group and independently

•Ensures the timely and successful delivery of solutions according to client needs and objectives

Skills:

•Interpersonal skills to communicate effectively with a wide range of positions within the organization

•Strong data management, manipulation, and analytical skills

•Strong critical thinking capabilities and the willingness to apply skills proactively

•Excellent verbal and written communication skills with a commitment to client satisfaction

•Ability to summarize and communicate complex ideas and review them with key project stakeholders at multiple levels of the organization

•Demonstrated proficiency in the use of Microsoft Word, Excel and Power Point

•Ability to multitask and juggle several responsibilities simultaneously

•Experience in any of the following areas is a plus: employee health benefits, ERISA, health plan utilization/case management processes, network management and pharmacy prior-authorization processes

Qualifications:

•Bachelor’s degree

•1 – 3 years professional experience in a customer facing role

•Working knowledge and use of Microsoft PowerPoint and Word for purposes of developing reports and presentation findings

•Ability to manage coordinate with and/or manage individuals and project work streams and producing quality deliverables on time and within budget

•Ability to work in a fast-paced environment

•Ability to recognize and diagnose issues, work in teams, and leverage the resources of other related practices to address client challenges

•Preferred: Practical experience with MHPAEA, ERISA, ACA and/or Section 125.

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CXC Solutions is seeking a Benefits Compliance Paralegal to join our growing Compliance and Legal team. The focus of this role will be multi-faceted, working collaboratively with our leadership team, the software development team, executives, and ERISA attorney. You will be part of a team responsible for compliance with Mental Health Parity Addiction and Equity Act (MHPAEA). Your role will include elements such as research, conducting focused analyses, drafting reports and summaries, and plan interpretations regarding benefits and compliance.

Responsibilities:

• Collects and analyzes benefits plan documentation

• Collects and analyzes documentation for MHPAEA compliance

• Conducts research on regulations by reviewing regulatory bulletins and other sources of information

• Conducts research and prepare summaries and reports on MHPAEA

• Facilitates a critical communications role by interacting with subject matter experts, project team members and development personnel

• Manages multiple projects at the same time and produces quality analysis and deliverables in a timely manner

• Asks relevant questions to deliver a better work product

• Prepares summaries and reports

• Operates as a team player with ability to work as a group and independently

• Ensures the timely and successful delivery of solutions according to client needs and objectives

Skills:

•Interpersonal skills to communicate effectively with a wide range of positions within the organization

• Strong management and analytical skills

• Strong critical thinking capabilities and familiarity with plan documents, summary plan descriptions for health plans, cafeteria plans, and compliance issues.

• Ability to summarize and communicate complex ideas and review them with key project stakeholders at multiple levels of the organization

• Demonstrated proficiency in the use of Microsoft Word, Excel, and Power Point

• Ability to multitask and juggle several responsibilities simultaneously

•Ability to multitask and juggle several responsibilities simultaneously

• Experience in any of the following areas: employee health benefits, ERISA, health plan utilization/case management processes, network management and pharmacy prior-authorization processes

Qualifications:

• Bachelor’s degree

• Paralegal Certificate

• 1 – 3 years paralegal experience within a corporation or law firm representing corporate clientele

• Working knowledge and use of Microsoft PowerPoint and Word for purposes of developing reports and presenting findings

• Ability to manage coordinate with and/or manage individuals and project work streams and producing quality deliverables on time

• Ability to work in a fast-paced environment

• Ability to recognize and diagnose issues, work in teams, and leverage the resources of other related practices to address client challenges

• Preferred: Practical experience with MHPAEA, ERISA, ACA and/or Section 125.