Senior Account Executive – Employee Benefits

CBIZ

Senior Account Executive managing client relationships for employee benefits at CBIZ. Responsible for strategic planning and execution in client services team with a focus on retention goals.

Posted 7/8/2026full-timeTucson • Arizona • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management, strategic planning, and compliance within the insurance industry. Proficient in analyzing client needs and delivering tailored solutions while maintaining regulatory standards.

Highest-signal resume keywords

Client Relationship ManagementInsurance Industry ExpertiseRegulatory ComplianceStrategic PlanningProblem Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Retention StrategiesRenewal and Marketing Strategy DevelopmentClaims ProcessingContract Provisions KnowledgeAlternative Funding Arrangements ManagementLegislation KnowledgeTechnical Knowledge in InsuranceRFP Process ParticipationData AnalysisPresentation Skills

Soft Skills

Verbal CommunicationWritten CommunicationTeam CoordinationNegotiation SkillsCreative Problem Solving

Tools & Technologies

Client Management SoftwareData Analysis ToolsPresentation SoftwareCommunication Platforms

Certifications & Qualifications

Life Insurance LicenseAccident Insurance LicenseHealth Insurance License

Industry Keywords

Insurance IndustryClient ServicesMarket TrendsRegulatory GuidelinesClient Implementation Process

About the role

Key responsibilities & impact

**Essential Functions and Primary Duties **
- Build and maintain client relationships, meeting specified client retention goals
- Coordinate and direct assigned client activities within client services team
- Demonstrate 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 results, develop and present recommendations to 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
**Preferred Qualifications **
- Bachelor's degree
- Life, Accident, and Health Insurance License

Requirements

What you’ll need

**Minimum Qualifications **
- High School Diploma or GED required
- Over 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 work flow 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