Account Executive (Part Time) | Employee Benefits

Account Executive

Account Executives with the Employee Benefits Division focus on managing an existing book of business and increasing account retention. They act in a client advisory and strategic role. Typically, they are not involved in day-to-day account administration but may need to occasionally provide support and back-up to Account Managers. They are also responsible for account expansion. Maintains and enhances the firm's relationships with existing clients by executing proactive, creative and ongoing contact initiatives.

Essential Functions and Primary Duties

• Build and maintain client relationships, meeting specified client retention goals.
• Coordinate and direct assigned client activities within client services team.
• Develop strong understanding of the clients' business and strategic priorities.
• Develop and execute the renewal and/or marketing strategy in accordance with client instructions.
• Manage new client implementation process.
• Execute solid analysis, delivering creative and practical solutions for clients.
• Lead and coordinate the evaluation of marketing.
• Serve as client's valued advisor, building a strategic and personal relationship with key client decision makers.
• Negotiate renewal action with carriers based on client needs.
• Educate clients on applicable legislation and market trends.
• Closely monitor clients; provide innovative industry solutions in line with clients' business needs and goals.
• Participate in RFP process and finalist presentations.
• Identify and propose additional services to existing clients.
• Ensure compliance with all regulatory guidelines.
• Additional responsibilities as assigned.

Preferred Qualifications

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

Minimum Qualifications Required

• Applicants must be at least 18 years old to be considered for this position.
• Ability to work well in a team environment and collaborate with others.

CBIZ, Inc. 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 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.