Account Executive

16 hours ago

Phoenix, Arizona, United States CBIZ Full time
Job Title: Account Executive - Benefits & Insurance

CBIZ is seeking an experienced Account Executive to join our Benefits & Insurance Services team. As an Account Executive, you will be responsible for building and maintaining client relationships, coordinating and directing assigned client activities, and developing and executing the renewal and/or marketing strategy in accordance with client instructions.

Key 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
  • 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 client's business needs and goals
  • Participate in the RFP process and finalist presentations
  • Identify and propose additional services to existing clients
  • Ensure compliance with all regulatory guidelines
Requirements:
  • Bachelor's Degree
  • Life, Accident, and Health Insurance License for Arizona
  • Experience managing small-mid size groups
  • Open Enrollment and renewal experience
  • High School Diploma or GED required
  • Up to 6 years of experience managing multiple clients of increasing complexity in the insurance industry
  • Must maintain current required licenses and certifications relevant to the field of expertise
  • Technical knowledge relative to the 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 workflow 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

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