Account Executive (Part Time) | Employee Benefits

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide, offering industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology.

About the role

Account Executives within 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 not involved in day-to-day account administration but may occasionally provide support to Account Managers. Responsibilities include account expansion and maintaining the firm’s relationships with existing clients through proactive, creative, and ongoing contact initiatives.

Responsibilities

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

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 the field of expertise.
• Technical knowledge relative to industry, including 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.
• Ability to 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.
• Applicants must be at least 18 years old.
• Ability to work well in a team environment and collaborate with others.