Account Executive | Employee Benefits

CBIZ; St. Louis (MO); On-site; USD 70,000 - 100,000; Full time

Job summary

CBIZ is seeking an experienced client services professional in St. Louis to manage relationships with clients in the insurance domain.

The role emphasizes retention, strategic understanding of client priorities, and coordination of the client services team to deliver compliant, effective solutions. You will lead renewal and marketing strategies, oversee new client implementations, and act as a trusted advisor to senior client decision makers, all while ensuring regulatory compliance and staying

Qualifications

• Bachelor's degree required.
• Life, Accident and Health Insurance License required.
• Experience in managing multiple clients in insurance preferred.

Responsibilities

• Build and maintain client relationships and retention goals.
• Coordinate and direct client activities within the client services team.
• Understand clients' business and strategic priorities.
• Develop renewal/marketing strategy per client instructions.
• Manage new client implementation.
• Deliver analysis and practical solutions for clients.
• Lead evaluation of marketing efforts.
• Advise clients as trusted advisor with key decision makers.
• Negotiate renewal actions with carriers based on client needs.
• Educate clients on applicable legislation and market trends.
• Monitor clients and propose innovative industry solutions.
• Participate in RFPs and finalist presentations.
• Identify and propose additional services.
• Ensure regulatory compliance.

Skills

Relationship management

Insurance knowledge

Communication skills

Strategic thinking

Education

Bachelor's Degree

Life/Health Insurance License

Job description

• 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

Job Description

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

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

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

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.