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
2019 America's Best Mid-Size Employers by Forbes
2019 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources
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
Open enrollment and renewal experience
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
CBIZ.Jobs Category: Benefits & Insurance
REASONABLE ACCOMMODATION
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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 these following pages EEO is the Law and EEO is the Law Supplement.