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CBIZ, Inc.

Account Executive | Employee Benefits

CBIZ, Inc., Phoenix, Arizona, United States, 85003


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 Arizona

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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