Account Executive | Property & Casualty

CBIZ; West Conshohocken (PA); On-site; USD 75,000 - 110,000; Full time

Job summary

CBIZ is seeking an experienced Client Services Manager in the insurance services practice to build and maintain client relationships, ensuring retention goals are met. You will coordinate activities within the client services team and develop a deep understanding of each client's business and strategic priorities.

Responsibilities include developing renewal strategies, managing new client implementations, delivering data-driven insights, and advising on market trends while ensuring compliance

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.
• 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.

Responsibilities

• Build and maintain client relationships, meeting specified client retention goals
• Coordinate and direct assigned client activities within client services team
• Develop a strong understanding of the client's 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 results, develop, and present recommendations to the client
• 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

Skills

Client relationships

Renewal strategy

Communication

Problem solving

Time management

Travel readiness

Education

Bachelor's degree

Job description

• Build and maintain client relationships, meeting specified client retention goals


• Coordinate and direct assigned client activities within client services team


• Develop a strong understanding of the client's 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 results, develop, and present recommendations to the client


• 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 a strong understanding of the client's 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 results, develop, and present recommendations to the client


• 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

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

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.