Strategic Employee Benefits Account Lead

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

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.