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Senior Account Executive - Employee Benefits

Company: CBIZ, Inc.
Location: San Jose
Posted on: September 23, 2022

Job Description:

With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business 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. CBIZ has been honored to be the recipient of several national recognitions:

  • Top 101 2021 Best and Brightest Companies to Work For in the Nation
  • 2022 Top Workplaces USA
  • 2021 America's Best Mid-Size Employers
  • 2021 Best and Brightest Companies in Wellness
  • 2022 Great Place to Work Certification CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER). 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
      • Bachelor's degree
      • Life, Accident, and Health Insurance License Minimum Qualifications
        • High School Diploma or GED required
        • Over 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
        • Sets priorities and manages work flow 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 REASONABLE ACCOMMODATION If you are a qualified individual with a disabilityyou may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling [Phone number shown when applying] (toll free)or send an email to [Email available when viewing the job]. EQUAL OPPORTUNITY EMPLOYER CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages [Link available when viewing the job]and [Link available when viewing the job]. [Link available when viewing the job]

Keywords: CBIZ, Inc., San Jose , Senior Account Executive - Employee Benefits, Other , San Jose, California

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