Business Development Associate | Property & Casualty

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

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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