Wellbeing Account Executive | Employee Benefits in Columbia at CBIZ

Date Posted: 5/17/2023

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).  

Job Purpose/Objective

Wellbeing Account Executives function in a client advisory and strategic role in the development and delivery of Wellbeing Solutions. The work is performed in close partnership with the Account Executive to integrate the account team, carrier, client, Wellbeing coordinator, and programming vendors on matters relating to the Wellbeing program. Supports the field (both producers and client services) in the presentation and implementation of CBIZ Wellbeing Solutions to clients.
Maintains and enhances the firm’s relationships with existing clients by assessing needs, recommending and developing strategic plans and resources, and monitoring ongoing initiatives.

We are open to this professional sitting remotely but they must occasionally travel to visit clients in the mid-Atlantic region in Maryland and Pennsylvania. We prefer to hire a candidate in the Mid-Atlantic region near these clients.  

Essential Functions and Primary Duties

  • Build and maintain client relationships, meeting specified client retention goals.
  • Demonstrate a strong understanding of the client's business and strategic priorities.
  • Develop and execute clients' Wellbeing strategies and solutions, including incentive design and interventions.
  • Develop subject matter expertise in the area of health transformation, health promotion and wellness.
  • Develop knowledge of best practices and market trends and contribute to the development of and enhancement of new and existing product and services.
  • Provide project support on targeted clients/prospects including data analysis, strategy design and development, vendor selection, and implementation, measurement, and engagement/communication approach.
  • Support the delivery team to disseminate processes, tools, and services to markets.
  • Assist in the preparation of client presentations.

Preferred Qualifications: 

  • Master's Degree in Public Health 
  • Experience managing clients and executing clients' wellbeing strategies 
  • Must be willing to travel to meet clients in person

Minimum Qualifications Required

  • High School Diploma or GED required
  • Up to 6 years of experience managing multiple clients of increasing complexity in the insurance industry, with experience in developing and implementing worksite Wellbeing strategies.
  • Demonstrated experience managing projects.
  • Must maintain current required licenses and certifications relevant to the field of expertise.
  • 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.


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.


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.