Senior Account Executive | Property & Casualty

Essential Functions and Primary Duties

• Build and maintain strong, consultative relationships with middle market, complex clients, consistently achieving retention and growth targets in alignment with CBIZ’s client-first philosophy

• Coordinate and lead all assigned client activities across the CBIZ client service team, ensuring a seamless, proactive, and high-quality service experience

• Develop a deep understanding of clients’ operations, governance structures, financial drivers, and strategic priorities, positioning CBIZ as a trusted risk and insurance advisor

• Develop and execute customized renewal and marketing strategies for complex insurance programs, leveraging CBIZ’s national carrier relationships and market expertise

• Lead the new client onboarding process, ensuring a smooth transition, accurate coverage placement, and alignment with client expectations

• Perform comprehensive risk, coverage, and financial analysis, delivering innovative, data-driven, and practical solutions

• Lead and coordinate the evaluation of marketing results, translating complex data into clear, actionable recommendations for clients, executive leadership, and governing boards

• Serve as a trusted advisor and strategic partner, building strong relationships with key stakeholders

• Negotiate renewal strategies and placements with carriers and specialty markets, securing optimal terms, coverage structures, and pricing

• Educate clients on legislative changes, regulatory requirements, and industry trends reinforcing CBIZ’s role as a thought leader

• Continuously assess client programs and deliver innovative risk management solutions, including claims advocacy, safety initiatives, and alternative risk structures

• Participate in RFP responses, finalist presentations, and business development initiatives, contributing to CBIZ’s growth

• Identify opportunities to expand relationships by introducing CBIZ’s broader advisory services, including risk management, employee benefits, and consulting solutions

• Ensure compliance with all state, federal, and public procurement regulations, as well as CBIZ internal standards and carrier requirements

• Utilize CBIZ systems and technology to maintain accurate client records and drive efficient, insight-driven service delivery

• Additional responsibilities as assigned

Preferred Qualifications

• Bachelor’s degree in Business, Risk Management, Public Administration, or related field

• Active Property & Casualty license

• Professional designations such as CPCU, ARM, CIC, or AU

Minimum Qualifications

• High School Diploma or GED required; Bachelor's degree preferred.
• 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.