Senior Account Executive | Property & Casualty
Listed on 2026-01-15
-
Finance & Banking
Insurance Sales -
Insurance
Property Insurance, Insurance Sales
Senior Account Executive | Property & Casualty
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Job Info- Job Identification 4094
- Posting Date 11/09/2025, 06:05 AM
- Locations 700 W 47th St Ste 1100, Kansas City, MO, 64112, US (Hybrid)
- 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
- Property & Casualty license
- 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 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.
CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward‑thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Notice to Candidates Requiring SponsorshipAt this time, CBIZ is not engaging with applicants who require sponsorship.
Compensation & BenefitsThe specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and detail insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
Notice to Third‑Party AgenciesCBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to…
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