Account Executive | Employee Benefits

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.

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

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