Business Unit President | Employee Benefits

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 has been honored to be the recipient of several national recognitions for 2023:

Best and Brightest Companies to Work for in the Nation

Top Workplaces USA

Top 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

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 the 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 new business, documenting won/lost opportunities, and reasons for all clients

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

Assist Sales Manager in the mentoring and development of other producers

Responsible for meeting annual sales goals if applicable to position

Additional responsibilities as assigned

Preferred Qualifications

MBA strongly preferred

Minimum Qualifications

Bachelor's degree in Business, Finance, Management, or related field

At least 7 years of multi-location operations management experience

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

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