Account Executive | Employee Benefits

CBIZ•Chesterfield, MO

About The Position

The Account Executive manages employee benefits client relationships and activities, working to meet client retention goals and provide solutions aligned with clients’ business priorities. The role develops and executes renewal and marketing strategies, oversees new client implementation, analyzes client needs, coordinates marketing evaluations, and negotiates renewals with carriers. It also involves advising clients on legislation and market trends, identifying additional services, participating in RFPs and finalist presentations, and ensuring compliance with regulatory guidelines.

Requirements

High school diploma or GED.
Up to 6 years of experience managing multiple clients of increasing complexity in the insurance industry.
Maintain current licenses and certifications required for the relevant field of expertise.
Technical knowledge of the industry, including contract provisions, renewal and claims processing, plan knowledge, and carrier funding.
Expertise managing clients with alternative funding arrangements.
Proficiency using applicable technology.
Expert knowledge of state and federal legislation.
Ability to set priorities and manage workflow to ensure efficient, timely, and accurate deliverables.
Demonstrated verbal and written communication skills across all organizational levels, internally and externally.
Advanced problem-solving and critical-thinking skills.
Ability 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 while meeting specified client retention goals.
Coordinate and direct assigned client activities within the client services team.
Develop a strong understanding of clients’ businesses and strategic priorities.
Develop and execute renewal and/or marketing strategies in accordance with client instructions.
Manage the new client implementation process.
Analyze client needs and deliver creative, practical solutions.
Lead and coordinate the evaluation of marketing.
Serve as a valued client advisor and build strategic, personal relationships with key decision makers.
Negotiate renewal actions with carriers based on client needs.
Educate clients on applicable legislation and market trends.
Monitor clients and provide innovative industry solutions aligned with their business needs and goals.
Participate in RFP processes and finalist presentations.
Identify and propose additional services to existing clients.
Ensure compliance with all regulatory guidelines.
Perform additional responsibilities as assigned.