Account Executive | Employee Benefits

With over 120 offices and nearly 7,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-tier 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 for 2023:

• Best and Brightest Companies to Work for in the Nation

• Top Workplaces USA

• Top Places to Work in Insurance

• Best and Brightest Companies in Wellness

• Great Place to Work Certification

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

• Develop a strong understanding of the client's 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 client's business needs and goals

• Participate in the 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 for Ohio

• Experience managing small-mid size groups

• Open Enrollment and renewal experience

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 the field of expertise

• Technical knowledge relative to the 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

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