Account Executive | Property & Casualty

#LI-KW1 #LI-HybridCBIZ, 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.Minimum 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 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 legislationSet priorities and manage 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 needsEssential 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 marketing results, develop, and present recommendations to the clientServe 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 clients' business needs and goalsParticipate in RFP process and finalist presentationsIdentify and propose additional services to existing clientsEnsure compliance with all regulatory guidelinesAdditional responsibilities as assignedPreferred QualificationsBachelor's degreePosting Date: 2026-09-16