Status Category:
Full-Time Exempt/Non-Exempt:
Exempt 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. The purpose of this role is to lead sales, service, and customer activities for the Employee Benefits business line Essential Functions and Primary Duties:
Management
* Formulate long-term, strategic plans, which involve uncertainty and impacts the whole organization
* Responsible for the financial resources and physical assets across the line of business
* Direct the line of business in keeping with the vision outlined for the company by the President, CEO and Board of Directors
* Partner with high-level officers to grow the business, strengthen it and ensure its sustainability
* Oversee quality control throughout the line of business
* Measure and report on performance and develop plans to improve relevant key performance indicators
* Support leadership teams with expertise in performance management and execution of operational strategies, tactics, and resource navigation for solutions that drive organization effectiveness, including behavior management, change management, employee engagement, and client experience
* Prepare annual budgets, complete risk analysis on potential investments, and advise Division President with regard to investment risk and return New Business
* Develop and implement new sales initiatives, strategies and programs
* Achieve and exceed annual sales targets and revenue goals
* Analyze sales data on sales results and develop plans to address gaps
Retention
* Drive long-term strategic planning for the client services and support functions to improve the overall client service experience and improve productivity and quality
* Understand and asses the quality of relationships with customers and evolving needs
* Regularly analyze processes through the lens of customer feedback, market trends and team observations
* Measure, track and reward improvement successes
* Drive the targeted segmentation of clients and develop staffing models to support the business Preferred Qualifications
Minimum Qualifications
- Bachelor's degree in Business, Finance, Management, or a related field
- At least 7 years of multi-location operations management experience
- Must maintain current required licenses and certifications relevant to the field of expertise
- Advanced communication, sales, and presentation skills
- Proven track record of meeting sales targets
- Strong analytical skills
- Advanced interpersonal and leadership skills
- Results-driven and customer focused
#LI-DH1 #LI-Onsite
CBIZ.Jobs Category: Benefits & Insurance 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. |
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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. |
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CBIZ
Jun 06, 2025