Senior Account Executive | Employee Benefits

CBIZ

• $80K — $95K *
Brentwood, TN 37027In-Person
Finance & Insurance
5 - 7 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor's degree preferred
  • Life, Accident, and Health Insurance License required
  • High School Diploma or GED required
  • Over 6 years of client management experience in the insurance sector
  • Expert knowledge of state and federal legislation
  • Proficient in relevant technology for client management
  • Demonstrated advanced problem-solving and critical thinking skills

Responsibilities

  • Build and maintain client relationships to meet retention goals
  • Coordinate client activities within the services team
  • Understand clients' business and strategic priorities
  • Develop renewal and marketing strategies per client instructions
  • Manage the implementation process for new clients
  • Deliver analysis and creative solutions for clients
  • Evaluate marketing results and present recommendations

Benefits

  • Hybrid work model
  • Comprehensive training and development opportunities
  • Supportive environment for professional growth
  • Access to industry-leading tools and technology
  • Engagement in innovative client solutions
Full Job Description
Job Description

#LI-KW1 #LI-Hybrid

Responsibilities

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


Qualifications

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


* Ladders Estimates

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