Account Executive | Employee Benefits

CBIZ•Dublin, OH

13h•Hybrid

About The Position

The Account Executive will be responsible for building and maintaining client relationships, meeting specified client retention goals. This role involves coordinating and directing assigned client activities within the client services team, developing a strong understanding of clients' businesses and strategic priorities, and executing renewal and/or marketing strategies. The Account Executive will also manage the new client implementation process, provide analysis and solutions, and serve as a valued advisor to clients. Key responsibilities include negotiating renewals, educating clients on legislation and market trends, monitoring clients, participating in RFP processes, and identifying opportunities for additional services. Compliance with regulatory guidelines is essential.

Requirements

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 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
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

Nice To Haves

Bachelor's Degree
Life, Accident and Health Insurance License

Responsibilities

Build and maintain client relationships, meeting specified client retention goals
Coordinate and direct assigned client activities within client services team
Develop 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
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