Account Executive | Employee Benefits

#LI-KW1 #LI-Hybrid

RESPONSIBILITIES

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

QUALIFICATIONS

• 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

• 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.