Senior Account Exec — Employee Benefits & Client Strategy

CBIZ; Chesterfield (MO); Hybrid; USD 85,000 - 120,000; Full time

Job summary

CBIZ is seeking a seasoned client services professional to manage relationships with key clients in the U.S. insurance market. You will lead renewal strategies, coordinate activities across the client services team, and ensure retention targets are met while aligning with client priorities.

You will analyze market trends, explain legislative impacts, and present strategy recommendations to clients. This role emphasizes advisory partnerships and proactive problem solving to deliver value.

Qualifications

• Bachelor’s degree required with relevant professional licenses.
• 6+ years experience managing multiple clients in the insurance industry.
• Ability to interpret contracts, renewals, and carrier funding terms.

Responsibilities

• Build and maintain client relationships, meeting specified client retention goals.
• Coordinate and direct activities within the client services team.
• Develop and execute renewal and marketing strategies per client instructions.
• Educate clients on legislation and market trends, monitor progress, and propose solutions.

Skills

Client relationship management

Strategic thinking

Communication

Travel willingness

Education

Bachelor's degree

Life, Accident, and Health Insurance License

Tools

CRM software

Job description

CBIZ is seeking a seasoned client services professional to manage relationships with key clients in the U.S. insurance market. You will lead renewal strategies, coordinate activities across the client services team, and ensure retention targets are met while aligning with client priorities.

You will analyze market trends, explain legislative impacts, and present strategy recommendations to clients. This role emphasizes advisory partnerships and proactive problem solving to deliver value.