Account Executive | Property & Casualty

View More Jobs Account Executive | Property & Casualty Palm Beach Gardens, FL, United States and 3 more (Hybrid) Be the First to Apply Apply Now Job Info Job Identification 5713 Posting Date 06/04/2026, 09:28 AM Locations 3300 PGA Blvd, Suite 100, Palm Beach Gardens, FL, 33410, US 2475 Northwinds Pkwy Ste 500, Alpharetta, GA, 30009, US 1605 Main Street, Suite 1010, Sarasota, FL, 34236, US 2255 Glades Road, Suite 118E, Boca Raton, FL, 33431, US (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 Professional designations Property & Casualty license 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 #LI-KW1 #LI-Hybrid About Us CBIZ, Inc. (

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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. Notice to Candidates Requiring Sponsorship At this time, CBIZ is not engaging with applicants who require sponsorship. Compensation & Benefits The specific compensation for this role will be determined based on the education, experience, geographical location, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more. This posting will remain open for a minimum of three days and may close at any time thereafter. Notice to Third-Party Agencies CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of

CBIZ. CBIZ

will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity. Reasonable Accommodation If you are a qualified individual with a disability, you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com . Equal Opportunity Employer CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights . Apply Now © MapTiler © OpenStreetMap contributors Legend Jobs at a location Group of locations © MapTiler © OpenStreetMap contributors | © Oracle Corporation Terms Legal Notices Use control and scroll to zoom the map Use two fingers to move the map Similar Jobs