National Practice Leader, Real Estate | Property & Casualty

Job Info

Essential Functions and Primary Duties

• Understand local market competitors, including products and services offered by competitors and, where different from local unit.
• Develop and execute a plan and process for developing new business
• Retain existing client base with a target of over 90% retention and expand business with existing clients
• Ensure proper utilization of agency management system (currently CBIZ Solutions)
• Influence cross-serving as a culture for the local unit and overall organization
• Manage process that measures the utilization of staff, and the efficiency and profitability of each product and service delivered on client engagement.
• Influence best practices within the local market
• Anticipate problems, creatively assess alternatives and manage conflicts
• Develop, support, train and motivate staff
• Increase the overall productivity of the branch by implementing relevant training, budgeting, eliminating inefficiencies and capturing growth opportunities
• Identify, evaluate and manage strategic risks and opportunities
• Ensure compliance with company and industry policies and procedures
• Develop and oversee sales and marketing strategies
• Additional responsibilities as assigned
• Achieve local market sales objectives
• Document and measure sales results with SalesForce.com
• Ensure proper recordkeeping and tracking within SalesForce.com
• Producer recruiting and identification of tuck-ins,
• Field coaching for sales consultants
• Providing performance feedback regularly to Sales Leader
• Establish schedule and lead sales meetings
• Develop and monitor sales team through sales pipeline management
• Strategically and effectively manage vendor relationships
• Additional responsibilities as assigned

Minimum Qualifications

• Bachelor's degree in Business, Finance, Management or related field. MBA strongly preferred
• At least 7 years of multi-location operations management experience
• Must maintain current required licenses and certifications relevant to field of expertise
• Advanced communication, sales and presentation skills
• Proven track record of meeting sales targets
• Strong analytical skills
• Advanced interpersonal and leadership skills
• Results driven and customer focused

About Us

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.