Account Executive | Employee Benefits (Hybrid) at CBIZ, Inc.

Phoenix, Arizona, United States -

Full Time

Start Date

Immediate

Expiry Date

08 Feb, 26

Salary

0.0

Posted On

10 Nov, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Open Enrollment, Strategic Consulting, Account Management, Compliance, Problem-Solving, Communication, Insurance Knowledge, Technical Knowledge, Presentation Skills, Regulatory Knowledge, Team Collaboration, Analytical Skills, Time Management, Customer Service, Critical Thinking

Industry

Business Consulting and Services

Description

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast. CBIZ strives to be our team members’ employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Essential Functions and Primary Duties Position Overview: We are seeking a dedicated and experienced Account Executive to join our Employee Benefits Division. This individual will be responsible for managing a book of business, fostering strong client relationships, and delivering exceptional service to mid- to large-market clients. The Account Executive will act as the primary point of contact for clients, ensuring their benefits programs are effectively managed and aligned with their organizational goals. Key Responsibilities: Client Relationship Management: Serve as the primary liaison for a portfolio of mid- to large-market clients. Build and maintain strong, long-term relationships with clients, understanding their business needs and objectives. Proactively address client concerns and provide timely resolutions to ensure satisfaction. Open Enrollment and Renewal Meetings: Plan, coordinate, and conduct open enrollment meetings to educate clients and their employees about their benefits offerings. Lead renewal meetings to review plan performance, present renewal options, and guide clients in selecting optimal benefits solutions. Deliver engaging and informative presentations tailored to client-specific needs. Strategic Consulting: Analyze client needs and provide strategic recommendations for employee benefits plans, ensuring alignment with market trends and regulatory requirements. Collaborate with internal teams to design and implement customized benefits solutions. Stay informed about industry trends, new products, and legislative changes impacting employee benefits. Account Management: Oversee the day-to-day management of client accounts, ensuring timely and accurate delivery of services. Coordinate with carriers, vendors, and internal teams to resolve issues and implement client requests. Monitor plan performance and provide regular updates and reporting to clients. Compliance and Documentation: Ensure all client accounts are managed in compliance with applicable laws and regulations. Maintain accurate and up-to-date records of client interactions, benefits plans, and related documentation. Preferred Qualifications Proven track record of managing mid to large-market client accounts. Life, Accident, and Health Insurance License for Minnesota Experience managing fully insured, level-funded and self-funded groups Open Enrollment and renewal experience Bachelor’s degree in Business, Human Resources, or a related field preferred. Relevant certifications (e.g., Life and Health License, CEBS) are a plus. Proficient in EPIC and Employee Navigator 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 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 What We Offer: Competitive salary and performance-based incentives. Comprehensive benefits package, including health, dental, vision, and retirement plans. Opportunities for professional growth and development. A collaborative and supportive work environment. If you are passionate about employee benefits and thrive in a client-focused role, we invite you to join our team and make a difference in the lives of our clients and their employees. #LI-CM #LI-hybrid

Responsibilities

The Account Executive will manage a book of business, fostering strong client relationships and delivering exceptional service to mid- to large-market clients. They will act as the primary point of contact for clients, ensuring their benefits programs are effectively managed and aligned with their organizational goals.