Account Executive | Employee Benefits (Hybrid)

Account Executive

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 22 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

Position Overview : We are seeking a dedicated and experienced Account Executive to join our Employee Benefits Division. This individual will be responsible for managing a book of business, fostering strong client relationships, and delivering exceptional service to mid- to large-market clients. The Account Executive will act as the primary point of contact for clients, ensuring their benefits programs are effectively managed and aligned with their organizational goals.

Key Responsibilities :

• Client Relationship Management : Serve as the primary liaison for a portfolio of mid- to large-market clients. Build and maintain strong, long-term relationships with clients, understanding their business needs and objectives. Proactively address client concerns and provide timely resolutions to ensure satisfaction.
• Open Enrollment and Renewal Meetings : Plan, coordinate, and conduct open enrollment meetings to educate clients and their employees about their benefits offerings. Lead renewal meetings to review plan performance, present renewal options, and guide clients in selecting optimal benefits solutions. Deliver engaging and informative presentations tailored to client-specific needs.
• Strategic Consulting : Analyze client needs and provide strategic recommendations for employee benefits plans, ensuring alignment with market trends and regulatory requirements. Collaborate with internal teams to design and implement customized benefits solutions. Stay informed about industry trends, new products, and legislative changes impacting employee benefits.
• Account Management : Oversee the day-to-day management of client accounts, ensuring timely and accurate delivery of services. Coordinate with carriers, vendors, and internal teams to resolve issues and implement client requests. Monitor plan performance and provide regular updates and reporting to clients.
• Compliance and Documentation : Ensure all client accounts are managed in compliance with applicable laws and regulations. Maintain accurate and up-to-date records of client interactions, benefits plans, and related documentation.

Preferred Qualifications :

Minimum Qualifications :

What We Offer :

If you are passionate about employee benefits and thrive in a client-focused role, we invite you to join our team and make a difference in the lives of our clients and their employees.