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Account Executive | Property & Casualty

CBIZ · cbiz.com
West ConshohockenHybridSenior6+ yrs
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The job in short

Account sales, property and casualty insurance.

MarketingInsuranceCompliance

Details

Found
37 d ago · posted 2026-09-08
Location
West Conshohocken, PA

Full description

#LI-KW1 #LI-Hybrid 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 • Develop a strong understanding of the client's 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 the 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 Minimum Qualifications • 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 the 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 • Set priorities and manage 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

All CBIZ jobs · Senior Account Executive jobs in the United States · Senior and manager-level jobs in West Conshohocken, Pennsylvania · Senior roles at CBIZ

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