Senior Account Executive | Employee Benefits in Kansas City at CBIZ

Date Posted: 11/22/2023

Job Snapshot

Job Description

With over 120 offices and nearly 7,000 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:   

  • 2022 Best and Brightest Companies to Work for in the Nation  
  • 2023 Top Workplaces USA  
  • 2022 America's Best Mid-Size Employers  
  • 2022 Best and Brightest Companies in Wellness  
  • 2022 Great Place to Work Certification

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 the client services team
  • Demonstrate a strong understanding of the client's 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 the 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 client's business needs and goals
  • Participate in the 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 managing large group self-funded clients  

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 the field of expertise
  • Technical knowledge relative to the 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


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CBIZ is an affirmative action-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.



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