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CBIZ · 1 day ago

Account Executive | Property & Casualty

Kansas City, MO

Full-time

Hybrid

Mid, Senior Level

6+ years exp

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The Account Executive will be responsible for building and maintaining client relationships, developing marketing strategies, and providing innovative solutions to meet clients' needs.

Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses

Hiring Manager

Katie Wattick

Responsibilities

Build and maintain client relationships, meeting specified client retention goals

Coordinate and direct assigned client activities within client services team

Develop 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 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

Qualification

Property & Casualty licenseClient relationship managementTechnical knowledge of insuranceProfessional designationsExpert knowledge of legislationVerbalProficient use of technologyAdvanced problem solvingCritical thinking skillsWritten communication