Senior Account Executive | Property & Casualty

Job Title

Be the First to Apply

Job Description

Essential Functions and Primary Duties

Build and maintain strong, consultative relationships with middle market, complex clients, consistently achieving retention and growth targets in alignment with CBIZ's client-first philosophy

Coordinate and lead all assigned client activities across the CBIZ client service team, ensuring a seamless, proactive, and high-quality service experience

Develop a deep understanding of clients' operations, governance structures, financial drivers, and strategic priorities, positioning CBIZ as a trusted risk and insurance advisor

Develop and execute customized renewal and marketing strategies for complex insurance programs, leveraging CBIZ's national carrier relationships and market expertise

Lead the new client onboarding process, ensuring a smooth transition, accurate coverage placement, and alignment with client expectations

Perform comprehensive risk, coverage, and financial analysis, delivering innovative, data-driven, and practical solutions

Lead and coordinate the evaluation of marketing results, translating complex data into clear, actionable recommendations for clients, executive leadership, and governing boards

Serve as a trusted advisor and strategic partner, building strong relationships with key stakeholders

Negotiate renewal strategies and placements with carriers and specialty markets, securing optimal terms, coverage structures, and pricing

Educate clients on legislative changes, regulatory requirements, and industry trends reinforcing CBIZ's role as a thought leader

Continuously assess client programs and deliver innovative risk management solutions, including claims advocacy, safety initiatives, and alternative risk structures

Participate in RFP responses, finalist presentations, and business development initiatives, contributing to CBIZ's growth

Identify opportunities to expand relationships by introducing CBIZ's broader advisory services, including risk management, employee benefits, and consulting solutions

Ensure compliance with all state, federal, and public procurement regulations, as well as CBIZ internal standards and carrier requirements

Utilize CBIZ systems and technology to maintain accurate client records and drive efficient, insight-driven service delivery

Additional responsibilities as assigned

Preferred Qualifications

Bachelor's degree in Business, Risk Management, Public Administration, or related field

Active Property & Casualty license

Professional designations such as CPCU, ARM, CIC, or AU

Minimum Qualifications

High School Diploma or GED required; Bachelor's degree preferred.

Over 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 work flow 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.

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.