Senior Account Executive | Employee Benefits

CBIZ; St. Louis (MO); On-site; USD 85,000 - 110,000; Full time

Job summary

CBIZ seeks a seasoned client relationship professional in Missouri to manage relationships, coordinate client services, and lead renewal strategies with a focus on the insurance sector. You will build strategic client partnerships with decision makers and ensure compliance with regulatory guidelines.

The role requires strong communication, analytical skills, and the ability to travel as needed to meet client and business needs.

Qualifications

• Bachelor's degree is required.
• Licenses for Life, Accident and Health Insurance must be maintained.
• 6+ years managing multiple clients of increasing complexity in insurance.
• Maintain current licenses and certifications related to the field.
• Technical knowledge of contracts, renewal and claims processing, plan knowledge, carrier funding.
• Expertise in managing clients with alternative funding arrangements.
• Travel may be required 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.
• Demonstrate understanding of clients' business and strategic priorities.
• Develop and execute renewal/marketing strategy per client instructions.
• Manage new client implementation process.
• Deliver solid analysis with creative, practical solutions for clients.
• Lead evaluation of marketing results and present recommendations to client.
• Serve as client's advisor, building strategic, personal relationships with key decision makers.
• Negotiate renewal actions with carriers based on client needs.
• Educate clients on legislation and market trends.
• Monitor clients and provide innovative industry solutions aligned with needs.
• Participate in RFP processes and finalist presentations.
• Identify and propose additional services to existing clients.
• Ensure compliance with all regulatory guidelines.

Skills

Verbal and written communication

Problem solving

Education

Bachelor's degree

Insurance license (Life, Accident, Health)

Job description

Job Description

• Build and maintain client relationships, meeting specified client retention goals
• Coordinate and direct assigned client activities within client services team
• Demonstrate 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 results, develop and present recommendations to 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

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
• Demonstrate 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 results, develop and present recommendations to 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
• Life, Accident, and Health Insurance License

Minimum Qualifications

• High School Diploma or GED required
• Over 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 work flow 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.