Senior Account Executive | Property & Casualty (Hybrid)

CBIZ, Inc. Professional Services Advisor

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

• Build and maintain client relationships, meeting specified client retention goals
• Coordinate and direct assigned client activities within client services team
• Demonstrate 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 results, develop and present recommendations to 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

Minimum Qualifications Required