• Job Description

  Req#: 19603

  CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 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.

  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
  • 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

  Preferred Qualifications

  • Bachelor's degree

  Minimum Qualifications

  • 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 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
  • Set priorities and manage 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

  The annual salary target for this job in this market is $85,000 - $115,000. The specific compensation for this role will be determined based on education, experience and skill set of the individual selected for this position.
  
  The compensation above is not representative of an employee’s total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

  #LI-KW1 #LI-Hybrid

• About the company

  CBIZ, Inc. delivers top-level financial and benefits and insurance services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

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