Senior Account Executive | Employee Benefits

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

Essential Functions and Primary Duties

Build and maintain client relationships, meeting specified client retention goalsCoordinate and direct assigned client activities within client services teamDemonstrate strong understanding of the clients' business and strategic prioritiesDevelop and execute the renewal and/or marketing strategy in accordance with client instructionsManage new client implementation processExecute solid analysis, delivering creative and practical solutions for clientsLead and coordinate the evaluation of marketing results, develop and present recommendations to clientServe as client's valued advisor, building a strategic, and personal relationship with key client decision makersNegotiate renewal action with carriers based on client needsEducate clients on applicable legislation and market trendsClosely monitor clients; provide innovative industry solutions in line with clients' business needs and goalsParticipate in RFP process and finalist presentationsIdentify and propose additional services to existing clientsEnsure compliance with all regulatory guidelinesAdditional responsibilities as assigned

Preferred Qualifications

Preferred Qualifications Bachelor's degree Life, Accident, and Health Insurance License Minimum Qualifications High School Diploma or GED requiredOver 6 years of experience managing multiple clients of increasing complexity in the insurance industryMust maintain current required licenses and certifications relevant to field of expertiseTechnical knowledge relative to industry and incorporating contract provisions, renewal and claims processing, plan knowledge, and carrier fundingExpertise in managing clients with alternative funding arrangementsProficient use of applicable technologyExpert knowledge of state and federal legislationSets priorities and manages work flow to ensure efficient, timely, and accurate deliverablesDemonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externallyAdvanced problem solving and critical thinking skillsMust be able to travel based on client and business needs #LI-KW1 #LI-Hybrid

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.