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Account Executive – Employee Benefits
CBIZAccount Executive managing employee benefits for clients in the insurance industry. Building client relationships and delivering strategic solutions while meeting retention goals.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship management, strategic planning, and compliance within the insurance industry, while effectively communicating and delivering innovative solutions tailored to client needs.
Highest-signal resume keywords
Client Relationship ManagementInsurance Industry ExpertiseRegulatory ComplianceStrategic PlanningProblem Solving
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client RetentionRenewal Strategy DevelopmentClaims ProcessingContract Provisions KnowledgeAlternative Funding Arrangements
Soft Skills
Verbal CommunicationWritten CommunicationCritical ThinkingWorkflow Management
Tools & Technologies
Applicable Technology Proficiency
Certifications & Qualifications
Current Required Licenses
Industry Keywords
InsuranceLegislationMarket TrendsRFP ProcessClient Implementation
About the role
Key responsibilities & impact- Build and maintain client relationships, meeting specified client retention goals
- Coordinate and direct assigned client activities within client services team
- Develop strong understanding of the clients' 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
- 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
What you’ll need- 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 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
- 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