Commercial Insurance Advisor | Property & Casualty

Job Opportunity

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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.

Essential Functions and Primary Duties :

• Achieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
• Develop a Personal Development Plan annually outlining personal and professional goals for upcoming year.
• Build an active pipeline of qualified prospects, generating leads from personal contacts, external centers of influence, client referrals, CBIZ associates, and CBIZ marketing sources.
• Document activity, notes, and prospect data in appropriate CBIZ systems.
• Develop and present recommendations to clients based upon consultative selling approach.
• Appropriately close for new business, documenting won and lost opportunities and reasons.
• Seamlessly transition sold clients to designated client service team.
• Serve as client's valued advisor; building a strategic and personal relationship with key client decision makers.
• As appropriate, work with client service team to serve client and retain business.
• Communicate with leadership, providing field input on market trends, competitor analysis, and other business intelligence.
• Identify, initiate, and support cross serving leads to other CBIZ business developers.
• Responsible for meeting annual sales goals if applicable to position.
• Additional responsibilities as assigned.

Preferred Qualifications :

Minimum Qualifications :

The annual salary target for this job in this market is $75,000 - $90,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. The compensation above is not representative of an employee's total compensation. 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.

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, marital status, military status, veteran status, sexual orientation, gender identity, disability, or medical condition or any other reason prohibited by law.