Senior Account Executive | Employee Benefits

CBIZ

• $80K — $95K *
Chesterfield, MO 63017In-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 highly valued
  • 6+ years managing complex insurance clients
  • Strong technical knowledge of insurance contracts and claims processing
  • Expertise in alternative funding arrangements
  • Familiarity with state and federal legislation
  • Proficient with relevant technology
  • Exceptional verbal and written communication skills
  • Strong problem-solving and critical thinking abilities

Responsibilities

  • Build and nurture client relationships, aiming for retention goals
  • Coordinate client activities within the service team
  • Understand client business and strategic priorities thoroughly
  • Create and implement marketing strategies for client renewals
  • Manage the onboarding process for new clients
  • Perform analyses to provide innovative solutions for client needs
  • Evaluate marketing results and present recommendations to clients
  • Advise clients on legislation and market trends with strategic insights
  • Monitor client situations and offer relevant industry solutions
  • Participate in proposals and presentations for clients
  • Propose additional services to existing clients
  • Ensure adherence to regulatory guidelines

Benefits

  • Hybrid work model option
  • Professional development opportunities
  • Innovative and supportive team environment
  • Access to industry knowledge and resources
  • Flexible work scheduling to accommodate client needs
  • Comprehensive health and wellness programs
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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