CB Partners, LLC · 4 hours ago
Account Executive
CB Partners, LLC is a leading Insurance Broker providing comprehensive risk management and advisory solutions. The Account Executive will manage and grow an assigned portfolio of employee benefits clients, serving as the primary relationship owner and ensuring high-quality client experiences.
Responsibilities
Manage and retain a defined book of business, ensuring client satisfaction and long-term partnership
Serve as the primary strategic advisor to clients on benefits programs, market trends, and plan optimization
Identify cross-sell and up-sell opportunities aligned to client needs and organizational capabilities
Lead renewal strategy, including negotiation and advocacy with carrier and vendor partners
Resolve complex or escalated service matters and ensure timely resolution
Direct and coordinate internal service teams to deliver consistent, high-quality support
Participate in new business pursuits, including finalist presentations and proposal development
Review contracts, plan documents, and summaries for accuracy and compliance
Oversee client compliance considerations and assist with governance-related needs
Prepare benchmarking analyses, reporting, and client-facing presentations
Maintain thorough documentation of client and carrier interactions
Stay current on industry developments through continuing education and professional engagement
Mentor junior team members and contribute to team development initiatives
Qualification
Required
7+ years of experience in employee benefits, insurance consulting, human resources, or a related field
Active Life, Accident & Health license (or ability to obtain)
Demonstrated success managing client relationships and driving retention
Strong understanding of group benefits strategy, funding arrangements, and market dynamics
Excellent communication, presentation, and negotiation skills
Proven ability to lead accounts independently while collaborating across teams
High attention to detail with strong organizational and prioritization abilities
Proficiency with Microsoft Office and standard business technologies
Preferred
Financial acumen and experience analyzing plan performance preferred
Bachelor's degree preferred; equivalent professional experience considered
Professional designations and industry involvement are a plus
Benefits
Comprehensive medical, dental, vision, life, and disability coverage.
401(k) with employer contribution and access to tax-advantaged savings programs (FSA/HSA).
Generous paid time off, including vacation, sick, and personal days.
Performance-based incentives and additional compensation opportunities where applicable.
Ongoing professional development and career growth support.
Collaborative, team-oriented culture with strong emphasis on work-life balance.
Company
CB Partners, LLC
CB Partners is the definitive executive search and contract solutions partner, expertly bridging specialized fields with top-tier talent, driven by years of industry experience and a commitment to excellence.
Funding
Current Stage
Early StageCompany data provided by crunchbase