Business Development Associate | Property & Casualty

#LI-KW1 #LI-Office

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.

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

Essential Functions and Primary Duties

• Prospect and develop new business opportunities within the healthcare sector, including physician groups, ambulatory surgery centers, medical practices, assisted living facilities, long-term care organizations, and other healthcare providers.

• Conduct proactive outreach through calls, emails, networking, referrals, industry events, and digital platforms to identify and engage prospective clients.

• Research healthcare organizations, decision-makers, market trends, and competitive opportunities to build and maintain a strong sales pipeline.

• Schedule introductory meetings and discovery conversations for Producers and healthcare specialty advisors.

• Collaborate with Producers, Account Executives, and Risk Advisors to develop customized medical malpractice and healthcare risk management solutions for prospective clients.

• Build and maintain relationships with healthcare administrators, physicians, practice managers, executive leadership teams, and industry partners.

• Follow developments in the healthcare and insurance industries, including medical professional liability trends, regulatory changes, emerging risks, and carrier market conditions.

• Identify opportunities to cross-sell additional insurance and risk management services, including property & casualty, cyber liability, management liability, and employee benefits solutions.

• Provide market intelligence and competitive insights gathered through interactions with clients, prospects, referral partners, carrier representatives, and industry contacts.

• Accurately maintain prospect activity, pipeline progression, and sales opportunities within the firm''s CRM system.

• Support the execution of marketing campaigns, client events, educational seminars, and healthcare-focused business development initiatives.

• Participate in industry associations, networking organizations, and conferences to enhance market visibility and generate qualified leads.

• Assist in the development and execution of territory and target account strategies designed to achieve new business growth objectives.

• Additional responsibilities as assigned.

Preferred Qualifications

• Bachelor''s degree in Business, Marketing, Healthcare Administration, Communications, Risk Management, or a related field preferred.

• 1-3+ years of business development, sales, healthcare marketing, insurance, or client-facing experience preferred.

• Demonstrated interest in healthcare, risk management, medical malpractice insurance, or professional liability insurance.

• Strong prospecting, networking, lead generation, and relationship-building skills.

• Excellent verbal and written communication skills with the ability to communicate effectively with healthcare executives and providers.

• Ability to manage multiple priorities while maintaining strong attention to detail and follow-through.

• Experience using Salesforce, HubSpot, Microsoft Dynamics, or other CRM platforms preferred.

• Self-motivated with a consultative sales approach and a strong desire to build a career in healthcare insurance and risk management.

• Licenses & Professional Designations Preferred

• Active Property & Casualty Insurance License or ability to obtain within a designated timeframe.

Essential Functions and Primary Duties

• Prospect and develop new business opportunities within the healthcare sector, including physician groups, ambulatory surgery centers, medical practices, assisted living facilities, long-term care organizations, and other healthcare providers.

• Conduct proactive outreach through calls, emails, networking, referrals, industry events, and digital platforms to identify and engage prospective clients.

• Research healthcare organizations, decision-makers, market trends, and competitive opportunities to build and maintain a strong sales pipeline.

• Schedule introductory meetings and discovery conversations for Producers and healthcare specialty advisors.

• Collaborate with Producers, Account Executives, and Risk Advisors to develop customized medical malpractice and healthcare risk management solutions for prospective clients.

• Build and maintain relationships with healthcare administrators, physicians, practice managers, executive leadership teams, and industry partners.

• Follow developments in the healthcare and insurance industries, including medical professional liability trends, regulatory changes, emerging risks, and carrier market conditions.

• Identify opportunities to cross-sell additional insurance and risk management services, including property & casualty, cyber liability, management liability, and employee benefits solutions.

• Provide market intelligence and competitive insights gathered through interactions with clients, prospects, referral partners, carrier representatives, and industry contacts.

• Accurately maintain prospect activity, pipeline progression, and sales opportunities within the firm''s CRM system.

• Support the execution of marketing campaigns, client events, educational seminars, and healthcare-focused business development initiatives.

• Participate in industry associations, networking organizations, and conferences to enhance market visibility and generate qualified leads.

• Assist in the development and execution of territory and target account strategies designed to achieve new business growth objectives.

• Additional responsibilities as assigned.

Preferred Qualifications

• Bachelor''s degree in Business, Marketing, Healthcare Administration, Communications, Risk Management, or a related field preferred.

• 1-3+ years of business development, sales, healthcare marketing, insurance, or client-facing experience preferred.

• Demonstrated interest in healthcare, risk management, medical malpractice insurance, or professional liability insurance.

• Strong prospecting, networking, lead generation, and relationship-building skills.

• Excellent verbal and written communication skills with the ability to communicate effectively with healthcare executives and providers.

• Ability to manage multiple priorities while maintaining strong attention to detail and follow-through.

• Experience using Salesforce, HubSpot, Microsoft Dynamics, or other CRM platforms preferred.

• Self-motivated with a consultative sales approach and a strong desire to build a career in healthcare insurance and risk management.

• Licenses & Professional Designations Preferred

• Active Property & Casualty Insurance License or ability to obtain within a designated timeframe.