CBIZ (NYSE: CBZ) is a professional services company, providing a comprehensive range of business services, products and solutions that help our clients grow and succeed by better managing their finances, employees and technology. We are one of the nation’s leading: Accounting Providers Employee Benefits Specialists Property & Casualty Agencies Valuation firms Medical Management practice firms Retirement Plan service providers With over 140 offices and 6,000 associates in major metropolitan and suburban cities throughout the US, CBIZ serves organizations of all sizes as well as individual clients across the nation by providing national caliber expertise combined with a highly personalized level of service delivered at the local level.
We are currently looking for an Account Executive in our Plymouth Meeting, PA office to support CBIZ Benefits & Insurance.
Objective: To produce new personal lines business by cultivating relationships, generating leads and writing business from internal lead referral sources.
Quote, bind and issue new auto, homeowners and all P&C related personal lines business with a focus toward affluent clients
Service, remarket and retain in force VIP high revenue personal lines accounts
Prepare renewal summaries for VIP accounts and offer account rounding and enhancement suggestions
Prepare proposals with cost benefit/coverage benefit analysis for prospect presentations
Accompany commercial lines producers to renewal meetings to solicit new personal lines business
Become proficient in various carrier rating websites, multiple states insurance laws and agency management system
Develop referral sources and centers of influence through appropriate networking activity
All other duties as reasonably assigned
HS Diploma or GED required; Bachelor’s degree preferred
Must have and preserve required licenses
Current relevant industry designations or working toward designations preferred
3-5 years related personal lines insurance experience, preferably in the affluent market in a brokerage setting
Prior sales experience preferred
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Excellent client services skills
E-Verify, Affirmative Action and Equal Opportunity Employer
CBIZ (NYSE: CBZ) is one of the nation's leading providers of professional business consulting services with careers available in Financial...