Status Category:
Full-Time

Exempt/Non-Exempt:
Exempt

Scheduled Hours Per Week:
40

Job Code:
BI0130

With over 100 offices and nearly 5,000 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:



* 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work

* 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence

* Top 101 2020 Best and Brightest Companies to Work For in the Nation

* 2020 Healthiest 100 Workplace in America

* 2021 Top Workplaces USA

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


• 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

Preferred Qualifications

• Bachelor's Degree


• Life, Accident and Health Insurance License


• Experience with Fully-Insured, Self-Insured, Level Funded groups

Minimum Qualifications

• 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


• 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

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