Senior Account Executive managing client relationships in employee benefits for CBIZ Inc. Build strategic client relationships and coordinate service activities in a hybrid work environment.
About the role
- Sales Representative responsible for marketing and sales of accounts within assigned territory. Engaging in outside sales and developing client relationships in South Carolina.
Responsibilities
- Develops and executes marketing plans for new sales and/or retention of existing accounts within assigned territory.
- Prepares and presents proposals and communications to groups, agents, and/or individuals.
- Develops and maintains professional relationships with groups, agents, and/or individuals.
- Assesses agency, agent, group, and/or individual sales opportunities and works with groups, agent, and/or individuals to resolve problem issues.
- Conducts on-going market research and provides key information that may lead to sales.
- Prepares and submits required marketing reports to management detailing how best to position company products.
- Maintains product/industry knowledge and marketing skills by attending trading seminars, continuing education classes, conferences, etc.
Requirements
- Required Education: High School Diploma or equivalent
- Required Work Experience: 1-year sales and marketing.
- Required Skills and Abilities: Ability to develop/maintain effective relationships with groups, agents, and potential customers.
- Knowledge of marketing principles, techniques, and the marketplace.
- Effective presentation and customer service skills.
- Analytical or critical thinking skills.
- Demonstrated verbal and written communication skills.
- Effective organizational skills.
- Ability to persuade, negotiate, or influence others.
- Ability to handle confidential or sensitive information with discretion.
- Required Software and Tools: Microsoft Office.
- Required License and Certificate: Department of Insurance Licensure must be obtained within 60 days of hire in state employed.
- Preferred Work Experience: 3 years customer service, provider network.
- Preferred Skills and Abilities: Knowledge of mathematical or statistical concepts.
- Preferred Software and Tools: Working knowledge of Microsoft Excel, Access, or other spreadsheet/database software.
Benefits
- Subsidized health plans
- Dental and vision coverage
- 401k retirement savings plan with company match
- Life Insurance
- Paid Time Off (PTO)
- On-site cafeterias and fitness centers in major locations
- Education Assistance
- Service Recognition
- National discounts to movies, theaters, zoos, theme parks and more
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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