Account Executive | Employee Benefits

Job Description

Essential Functions And Primary Duties
Build and maintain client relationships, meeting specified client retention goals
Coordinate and direct assigned client activities within client services team
Develop strong understanding of the clients' business and strategic priorities
Develop and execute the renewal and/or marketing strategy in accordance with client instructions
Manage new client implementation process
Execute solid analysis, delivering creative and practical solutions for clients
Lead and coordinate the evaluation of marketing
Serve as client's valued advisor, building a strategic and personal relationship with key client decision makers
Negotiate renewal action with carriers based on client needs
Educate clients on applicable legislation and market trends
Closely monitor clients; provide innovative industry solutions in line with clients' business needs and goals
Participate in RFP process and finalist presentations
Identify and propose additional services to existing clients
Ensure compliance with all regulatory guidelines
Additional responsibilities as assigned
Preferred Qualifications
Bachelor's Degree
Life, Accident and Health Insurance License

Minimum Qualifications
High School Diploma or GED required
Up to 6 years of experience managing multiple clients of increasing complexity in the insurance industry
Must maintain current required licenses and certifications relevant to field of expertise
Technical knowledge relative to industry and incorporating contract provisions, renewal and claims processing, plan knowledge, and carrier funding
Expertise in managing clients with alternative funding arrangements
Proficient use of applicable technology
Expert knowledge of state and federal legislation
Sets priorities and manages workflow to ensure efficient, timely, and accurate deliverables
Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
Advanced problem solving and critical thinking skills
Must be able to travel based on client and business needs
About Us
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.