Senior Employee Benefits Account Executive
CBIZ

Job Info

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Job Description
With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

CBIZ has been honored to be the recipient of several national recognitions:

• 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work®
• 2019 America's Best Mid-Size Employers by Forbes
• 2019 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
• Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources

CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER).

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
• Demonstrate 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 results, develop and present recommendations to client
• 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
• Over 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 work flow 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

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