Commercial Insurance Advisor | Property & Casualty

Job Title

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Essential Functions and Primary Duties

Achieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients

Develop a Personal Development Plan annually outlining personal and professional goals for upcoming year

Build an active pipeline of qualified prospects, generating leads from personal contacts, external centers of influence, client referrals, CBIZ associates, and CBIZ marketing sources

Document activity, notes, and prospect data in appropriate CBIZ systems

Develop and present recommendations to clients based upon consultative selling approach

Appropriately close for new business, documenting won and lost opportunities and reasons

Seamlessly transition sold clients to designated client service team

Serve as client's valued advisor; building a strategic and personal relationship with key client decision makers

As appropriate, work with client service team to serve client and retain business

Communicate with leadership, providing field input on market trends, competitor analysis, and other business intelligence

Identify, initiate, and support cross serving leads to other CBIZ business developers

Responsible for meeting annual sales goals if applicable to position

Additional responsibilities as assigned

Preferred Qualifications

Bachelor's Degree

Property & Casualty license

Minimum Qualifications

High School Diploma or GED equivalent

Some relevant industry experience

Must obtain required licenses/credentials

Superior command of verbal, written, presentation, and negotiation skills

Proficient use of applicable technology

Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally

Must be able to travel based on client and business needs

#LI-KW1 #LI-Hybrid

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.