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Account Executive | Employee Benefits

CBIZ, Inc.
Tennessee, USA
Senior · 6+ years experience
Hybrid
Discovered 1 months ago

Full Job Posting

Qualifications

  • 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 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 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

Responsibilities

  • 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
  • Bachelor's Degree
  • Life, Accident and Health Insurance License

Preferred Qualifications

  • Bachelor's Degree
  • Life, Accident and Health Insurance License

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