CBIZ
Account Executive | Employee Benefits
CBIZ, Cleveland, Ohio, us, 44101
Status Category:
Full-TimeExempt/Non-Exempt:
ExemptScheduled Hours Per Week:
40Job Code:
BI0130With 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 NationTop Workplaces USATop Places to Work in InsuranceBest and Brightest Companies in WellnessGreat Place to Work CertificationCBIZ 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 DutiesBuild and maintain client relationships, meeting specified client retention goalsCoordinate and direct assigned client activities within client services teamDevelop a strong understanding of the client's business and strategic prioritiesDevelop and execute the renewal and/or marketing strategy in accordance with client instructionsManage new client implementation processExecute solid analysis, delivering creative and practical solutions for clientsLead and coordinate the evaluation of marketingServe as client's valued advisor, building a strategic and personal relationship with key client decision-makersNegotiate renewal action with carriers based on client needsEducate clients on applicable legislation and market trendsClosely monitor clients; provide innovative industry solutions in line with client's business needs and goalsParticipate in the RFP process and finalist presentationsIdentify and propose additional services to existing clientsEnsure compliance with all regulatory guidelinesAdditional responsibilities as assignedPreferred QualificationsBachelor's DegreeLife, Accident, and Health Insurance License for OhioExperience managing small-mid size groupsOpen Enrollment and renewal experienceMinimum QualificationsHigh School Diploma or GED requiredUp to 6 years of experience managing multiple clients of increasing complexity in the insurance industryMust maintain current required licenses and certifications relevant to the field of expertiseTechnical knowledge relative to the industry and incorporating contract provisions, renewal, and claims processing, plan knowledge, and carrier fundingExpertise in managing clients with alternative funding arrangementsProficient use of applicable technologyExpert knowledge of state and federal legislationSets priorities and manages workflow to ensure efficient, timely, and accurate deliverablesDemonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externallyAdvanced problem-solving and critical-thinking skillsMust be able to travel based on client and business needs#LI-CM #LI-hybrid
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Full-TimeExempt/Non-Exempt:
ExemptScheduled Hours Per Week:
40Job Code:
BI0130With 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 NationTop Workplaces USATop Places to Work in InsuranceBest and Brightest Companies in WellnessGreat Place to Work CertificationCBIZ 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 DutiesBuild and maintain client relationships, meeting specified client retention goalsCoordinate and direct assigned client activities within client services teamDevelop a strong understanding of the client's business and strategic prioritiesDevelop and execute the renewal and/or marketing strategy in accordance with client instructionsManage new client implementation processExecute solid analysis, delivering creative and practical solutions for clientsLead and coordinate the evaluation of marketingServe as client's valued advisor, building a strategic and personal relationship with key client decision-makersNegotiate renewal action with carriers based on client needsEducate clients on applicable legislation and market trendsClosely monitor clients; provide innovative industry solutions in line with client's business needs and goalsParticipate in the RFP process and finalist presentationsIdentify and propose additional services to existing clientsEnsure compliance with all regulatory guidelinesAdditional responsibilities as assignedPreferred QualificationsBachelor's DegreeLife, Accident, and Health Insurance License for OhioExperience managing small-mid size groupsOpen Enrollment and renewal experienceMinimum QualificationsHigh School Diploma or GED requiredUp to 6 years of experience managing multiple clients of increasing complexity in the insurance industryMust maintain current required licenses and certifications relevant to the field of expertiseTechnical knowledge relative to the industry and incorporating contract provisions, renewal, and claims processing, plan knowledge, and carrier fundingExpertise in managing clients with alternative funding arrangementsProficient use of applicable technologyExpert knowledge of state and federal legislationSets priorities and manages workflow to ensure efficient, timely, and accurate deliverablesDemonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externallyAdvanced problem-solving and critical-thinking skillsMust be able to travel based on client and business needs#LI-CM #LI-hybrid
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