Status Category:
Full-Time Exempt/Non-Exempt:
Exempt 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 the client services team
- Develop a strong understanding of the clients' business and strategic priorities
- Develop and execute the renewal and/or marketing strategy in accordance with client instructions
- Manage the new client implementation process
- Execute solid analysis, delivering creative and practical solutions for clients
- Lead and coordinate the evaluation of marketing
- Serve as the 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
- Active Life, Accident, and Health Insurance License
- Experience with self-funded groups
- Experience with Employer Navigator and EPIC
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 workflow 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
#LI-CM #LI-Hybrid
CBIZ.Jobs Category: Client Management REASONABLE ACCOMMODATION If you are a qualified individual with a disability you 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 844-558-1414 (toll free) or send an email to accom@cbiz.com. |
EQUAL OPPORTUNITY EMPLOYER CBIZ is an 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 Know Your Rights. |
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Notice to Third-Party Agencies CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity. |
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CBIZ
Aug 22, 2025