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
- Voluntary Account Executive responsible for driving sales in the West Region for The Hartford. Seeking a professional with experience in voluntary benefits and strategic partnerships.
Responsibilities
- Implement territory or regional strategies to drive profitable growth
- Design and execute sales initiatives that effectively distinguish our products and services
- Develop and sustain strong working relationships with Sales and Relationship Management teams, brokers, producers, and consultants
- Provide expert guidance on complex sales opportunities, including RFPs, producer/employer engagement, and enrollment strategies
- Collaborate with product, underwriting, marketing, and other operational teams to contribute to product development and process improvements
- Promote initiatives to improve customer satisfaction and retention for voluntary benefit products and services
Requirements
- Minimum 5 years of Sales experience within Voluntary benefits
- Demonstrated proficiency in product, underwriting, and financial drivers necessary for sales and sustained growth
- Established network with regional and national brokers/consultants, enrollment firms, and producers within the designated territory
- Track record of delivering innovative enrollment and retention solutions
- Active Life and Health Insurance license required or must be obtained within 30 days of hire
- Willingness to travel up to 50% or more
Benefits
- Comprehensive benefits package including health, retirement, and professional development support
- Incentive compensation plan
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