Account Executive – Property & Casualty
CBIZ
full-time
Posted on:
Location Type: Hybrid
Location: Kansas City • Kansas, Montana • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- 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
Requirements
- 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 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
- Set priorities and manage 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
Benefits
- 401(k) matching
- Flexible work arrangement
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
client retentionmarketing strategyclient implementationanalysisnegotiationcompliancecontract provisionsclaims processingalternative funding arrangementsproblem solving
Soft skills
relationship buildingcommunicationworkflow managementcritical thinkingstrategic advisingpresentation skillsteam coordinationclient educationinnovationtime management
Certifications
insurance licensesGEDhigh school diploma