Senior Account Executive | Employee Benefits

CBIZ; Tennessee; On-site; USD 85,000 - 125,000; Full time

Job summary

CBIZ in Tennessee is seeking an experienced client relations professional to build and manage strategic relationships with multiple insurance clients. You will oversee the client services team, align renewal and marketing plans with client goals, and ensure successful implementation of new accounts.

The ideal candidate has 6+ years in the insurance industry, holds a Life, Accident, and Health Insurance License, and maintains up-to-date licenses.

Qualifications

• High School Diploma or GED is required.
• 6+ years of experience managing multiple insurance clients.
• Active Life, Accident, and Health Insurance License.
• Current licenses/certifications relevant to field.
• Knowledge of contracts, renewals, and carrier funding.

Responsibilities

• Build and maintain client relationships to meet retention goals.
• Direct client activities within the client services team.
• Understand clients' business and strategic priorities.
• Develop and execute renewal and marketing strategies.
• Manage new client implementations.
• Analyze data to deliver practical solutions.
• Lead evaluation of marketing results and present recommendations.
• Serve as a trusted advisor to client decision makers.
• Coordinate renewal actions with carriers.
• Stay informed on legislation and market trends.
• Monitor clients and propose innovative industry solutions.
• Participate in RFP processes and finalist presentations.
• Identify opportunities for additional services.
• Ensure regulatory compliance.

Skills

Client relationship management

Strategic thinking

Communication

Travel willingness

Multi-client management

Education

Bachelor's degree

High School Diploma or GED

Life, Accident, and Health Insurance License

Tools

CRM software

Claims systems

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
• 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

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.