Benefits Strategy Account Executive

CBIZ; Dublin (OH); On-site; USD 70,000 - 100,000; Full time

Job summary

CBIZ, Inc. in Dublin, OH is seeking an experienced Client Services Manager to nurture client relationships, coordinate activities, and understand client priorities.

You will drive renewal strategies and manage new client implementations, delivering actionable insights and solutions for customers. The role emphasizes serving as a trusted advisor to decision makers, ensuring regulatory compliance and identifying opportunities for additional services.

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

• 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

Skills

Client relationship management

Negotiation

Communication skills

Problem solving

Time management

Travel readiness

Education

Bachelor's Degree

Job description

CBIZ, Inc. in Dublin, OH is seeking an experienced Client Services Manager to nurture client relationships, coordinate activities, and understand client priorities.

You will drive renewal strategies and manage new client implementations, delivering actionable insights and solutions for customers. The role emphasizes serving as a trusted advisor to decision makers, ensuring regulatory compliance and identifying opportunities for additional services.