With over 120 offices and nearly 7,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.    

CBIZ is honored to be the recipient of several national recognitions for 2023:  

• Best and Brightest Companies to Work for in the Nation 
• Top Workplaces USA 
• Best Places to Work in Insurance
• Best and Brightest Companies in Wellness 
• Great Place to Work Certification    
  

CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER).   

Essential Functions and Primary Duties

• Identify and help to develop strategic relationships with partners or potential customers
• Work to identify business opportunities by prospecting and conducting research
• Collaborate with the operations team to create unique solutions to prospects and client problems
• Identify service/product improvements by monitoring industry trends and engaging in discussions with clients
• Follow latest industry developments, research market trend and stay up-to-date on competitors
• Provide key market intelligence based on interactions with clients, prospects, and other market players
• Populate and update relevant data in the designated customer relationship management system
• Contribute to the development of marketing strategy and plans
• Additional responsibilities as assigned

Preferred Qualifications

• Bachelor's degree

Minimum Qualifications

• High School Diploma or GED required
• Less than 3 years of proven business development experience  
• Must maintain current required licenses and certifications relevant to field of expertise
• Demonstrate the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Ability to work in team environment as well as independently
• Ability to analyze and prioritize multiple responsibilities
• Proven track record of meeting sales targets
• Results driven and customer focused
• Must be able to travel based on client and business need

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