Strategic Insurance Account Executive

CBIZ; West Conshohocken (PA); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Hybrid work

Job summary

CBIZ is seeking a client services professional in Pennsylvania to manage and renew client contracts within the insurance sector. You will build strategic client relationships, coordinate services, and lead renewal initiatives while ensuring compliance and insightful recommendations.

The role requires strong communication, problem solving, and a proactive approach to deliver actionable solutions to clients and internal teams. Hybrid work arrangements are supported.

Qualifications

• Bachelor's degree required.
• Up to 6 years of experience managing multiple clients of increasing complexity in the insurance industry.
• Must maintain current licenses and certifications relevant to the 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.

Responsibilities

• Build and maintain client relationships, meeting specified client retention goals.
• Coordinate and direct assigned client activities within client services team.
• Develop a strong understanding of the client's 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 the 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

Skills

Client relationships

Renewal strategy

Negotiation

Regulatory knowledge

Stakeholder communication

Problem solving

Education

Bachelor's degree

High School Diploma or GED

Job description

CBIZ is seeking a client services professional in Pennsylvania to manage and renew client contracts within the insurance sector. You will build strategic client relationships, coordinate services, and lead renewal initiatives while ensuring compliance and insightful recommendations.

The role requires strong communication, problem solving, and a proactive approach to deliver actionable solutions to clients and internal teams. Hybrid work arrangements are supported.