Build and maintain strong, consultative relationships with middle market, complex Public Entity clients (e.g., municipalities, school districts, counties, and special districts), consistently achieving retention and growth targets in alignment with CBIZ’s client-first philosophy
Coordinate and lead all assigned client activities across the CBIZ client service team, ensuring a seamless, proactive, and high-quality service experience
Develop a deep understanding of clients’ operations, governance structures, financial drivers, and strategic priorities, positioning CBIZ as a trusted risk and insurance advisor
Develop and execute customized renewal and marketing strategies for complex Public Entity insurance programs, leveraging CBIZ’s national carrier relationships and market expertise
Lead the new client onboarding process, ensuring a smooth transition, accurate coverage placement, and alignment with client expectations and public sector requirements
Perform comprehensive risk, coverage, and financial analysis, delivering innovative, data-driven, and practical solutions tailored to Public Entity exposures
Lead and coordinate the evaluation of marketing results, translating complex data into clear, actionable recommendations for clients, executive leadership, and governing boards
Serve as a trusted advisor and strategic partner, building strong relationships with key stakeholders including City Managers, CFOs, Risk Managers, and Boards/Committees
Negotiate renewal strategies and placements with carriers and specialty Public Entity markets, securing optimal terms, coverage structures, and pricing
Educate clients on legislative changes, regulatory requirements, and industry trends impacting Public Entities, reinforcing CBIZ’s role as a thought leader
Continuously assess client programs and deliver innovative risk management solutions, including claims advocacy, safety initiatives, and alternative risk structures (e.g., captives, pools, SIR programs)
Participate in RFP responses, finalist presentations, and business development initiatives, contributing to CBIZ’s growth in the Public Entity sector
Identify opportunities to expand relationships by introducing CBIZ’s broader advisory services, including risk management, employee benefits, and consulting solutions
Ensure compliance with all state, federal, and public procurement regulations, as well as CBIZ internal standards and carrier requirements
Utilize CBIZ systems and technology to maintain accurate client records and drive efficient, insight-driven service delivery
Additional responsibilities as assigned
