CAREERS AT CBIZ

Senior Employee Benefits Account Executive in Naperville, IL at CBIZ

Date Posted: 9/17/2018

Job Snapshot

Job Description

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, including 2018 America's Best Mid-Size Employers by Forbes, 2018 Best Workplaces in Consulting & Professional Services by Great Place to Work® and FORTUNE, 2018 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the 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. By offering this range of services, we are able to help clients eliminate the inefficiencies associated with the use of multiple vendors. Ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER), we have approximately 1,500 professionals in 75 offices nationwide. Clients in a wide array of industries rely on us for national-caliber expertise and technical depth combined with high personalized, local service. 

We are seeking a results-oriented individual to work as a Senior Account Executive in a fast paced and rapidly growing environment. One position is available at this time in the Chicago, IL office.

A Senior Account Executive is an integral part of the CBIZ team, responsible for owning all aspects of the client relationship including: building and maintaining client relationships, preparing information for quarterly meetings, preparing benchmarking comparisons, renewal negotiations and conducting educational seminars.  As a CBIZ Senior Account Executive, you will work closely with your account management team and clients to understand their business needs.  As a trusted partner, you will monitor market trends and legislation that impact your clients and identify CBIZ solutions and services to help them meet their business goals.

Essential Functions & Primary Duties: 

  • Work with client service team to implement strategy and meet customer needs
  • Build and maintain client relationships, meeting specified client retention goals
  • Coordinate and direct assigned client activities within client services team
  • Manage new client implementation process
  • Develop and execute a renewal and/or marketing plan per client
  • Develop bid specifications
  • Negotiate renewal action with carriers based on client needs
  • Evaluate marketing results, develop and present recommendations to client
  • Educate clients on applicable legislation and market trends
  • Closely monitor clients; provide innovative industry solutions in line with clients’ business needs and goals
  • Identify and propose additional services to existing clients
  • Apply industry knowledge to expand cross-serve opportunities
  • Ensure compliance with all regulatory guidelines

Minimum Qualifications Required:

  • High School Diploma or GED required; Bachelor’s degree preferred
  • 6 years’ experience managing multiple clients of increasing complexity
  • Demonstrate industry experience; product knowledge, proposal process regulatory trends and presentations skills
  • Must have financial understanding, including underwriting and forecasting
  • Must have and preserve required licenses/certifications
  • Expertise in managing clients with alternative funding arrangements
  • Expert knowledge of state and federal benefits legislation
  • Proficient use of applicable technology
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Must be able to travel based on client and business needs

REASONABLE ACCOMMODATION

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.


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, 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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