Strategic Insurance Client Advisor & Renewal Lead

CBIZ; Chesterfield (MO); Hybrid; USD 90,000 - 120,000; Full time

Job summary

CBIZ is seeking an experienced client services professional in Missouri to build and maintain client relationships, oversee renewal and marketing strategies, and coordinate cross-functional client activities within the services team. The role emphasizes understanding client priorities, regulatory compliance, and delivering practical, data-driven recommendations to clients.

The ideal candidate brings 6+ years in managing complex insurance client portfolios, with active licenses and strong

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.
• Expert knowledge of state and federal legislation.

Responsibilities

• 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

Education

High School Diploma or GED

Bachelor's degree Life, Accident, and Health Insurance License

Job description

CBIZ is seeking an experienced client services professional in Missouri to build and maintain client relationships, oversee renewal and marketing strategies, and coordinate cross-functional client activities within the services team. The role emphasizes understanding client priorities, regulatory compliance, and delivering practical, data-driven recommendations to clients.

The ideal candidate brings 6+ years in managing complex insurance client portfolios, with active licenses and strong