Build and maintain strong relationships with mid-to-large, complex commercial clients, consistently achieving defined retention and growth goals within a national independent agency platform

Serve as the primary client contact and quarterback all client service activities, coordinating internal resources (placement, risk control, claims, analytics) to deliver a seamless experience

Develop a deep understanding of each client’s industry, risk profile, operations, and strategic objectives to provide tailored insurance and risk management solutions

Lead and execute renewal and marketing strategies for complex, multi-line commercial programs, including property, casualty, and specialty lines, aligned with client goals and risk tolerance

Manage new business onboarding and implementation, ensuring accurate program setup, coverage alignment, and a smooth transition from prospect to client

Conduct comprehensive coverage, exposure, and program analysis, delivering strategic, data-driven, and innovative risk financing solutions (including alternative risk structures where applicable)

Lead the marketing process with multiple national and regional carriers, negotiating coverage terms, pricing, and structure to optimize client outcomes

Evaluate and present marketing results, providing clear, client-focused recommendations that align with coverage needs, budget, and long-term strategy

Serve as a trusted advisor to key decision-makers (CFOs, Risk Managers, Executives), building both strategic and consultative partnerships

Provide guidance on market conditions, carrier appetites, and industry trends, proactively advising clients on emerging risks and opportunities

Identify gaps in coverage and recommend value-added services such as risk control, claims advocacy, analytics, and alternative risk solutions

Participate in RFP processes, finalist presentations, and new business development efforts, contributing to agency growth initiatives

Ensure compliance with all state, federal, and carrier regulatory requirements, as well as internal agency standards

Maintain accurate documentation within agency management systems and leverage technology platforms to enhance client service delivery

Support cross-functional collaboration across offices to deliver a consistent national client experience

Perform additional responsibilities as assigned

Preferred Qualifications

Bachelor's degree

Active Property & Casualty license

Professional designations such as CIC, CRM, ARM, or CPCU preferred

Demonstrated expertise in property, casualty, general liability, and specialty insurance for large portfolios, apartment complexes, condominiums, and mixed-use developments

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

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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.