Commercial Insurance Account Executive | Property & Casualty

Essential Functions and Primary Duties

Build and maintain strong relationships with mid-to-large, complex commercial clients, consistently achieving defined retention and growth goals within a national independent agency platform
Serve as the primary client contact and quarterback all client service activities, coordinating internal resources (placement, risk control, claims, analytics) to deliver a seamless experience
Develop a deep understanding of each client's industry, risk profile, operations, and strategic objectives to provide tailored insurance and risk management solutions
Lead and execute renewal and marketing strategies for complex, multi-line commercial programs, including property, casualty, and specialty lines, aligned with client goals and risk tolerance
Manage new business onboarding and implementation, ensuring accurate program setup, coverage alignment, and a smooth transition from prospect to client
Conduct comprehensive coverage, exposure, and program analysis, delivering strategic, data-driven, and innovative risk financing solutions (including alternative risk structures where applicable)
Lead the marketing process with multiple national and regional carriers, negotiating coverage terms, pricing, and structure to optimize client outcomes
Evaluate and present marketing results, providing clear, client-focused recommendations that align with coverage needs, budget, and long-term strategy
Serve as a trusted advisor to key decision-makers (CFOs, Risk Managers, Executives), building both strategic and consultative partnerships
Provide guidance on market conditions, carrier appetites, and industry trends, proactively advising clients on emerging risks and opportunities
Identify gaps in coverage and recommend value-added services such as risk control, claims advocacy, analytics, and alternative risk solutions
Participate in RFP processes, finalist presentations, and new business development efforts, contributing to agency growth initiatives
Ensure compliance with all state, federal, and carrier regulatory requirements, as well as internal agency standards
Maintain accurate documentation within agency management systems and leverage technology platforms to enhance client service delivery
Support cross-functional collaboration across offices to deliver a consistent national client experience
Perform additional responsibilities as assigned
Preferred Qualifications

Bachelor's degree
Active Property & Casualty license
Professional designations such as CIC, CRM, ARM, or CPCU preferred
Demonstrated expertise in property, casualty, general liability, and specialty insurance for large portfolios, apartment complexes, condominiums, and mixed-use developments
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 the 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
Set priorities and manage 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 #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.

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