Account Manager | Employee Benefits

CBIZ; Brentwood (TN); On-site; USD 55,000 - 75,000; Full time

Job summary

CBIZ, Inc. seeks a dedicated client service professional to provide service delivery for an assigned block of clients in the insurance space.

You will handle moderately complex issues directly and act as the primary point of contact for day-to-day service. You will build relationships with employer and group clients, coordinate with internal teams, and ensure enrollment and communication with vendors and carriers.

Qualifications

• Demonstrated customer service experience in the insurance industry.
• Ability to work with employer/group clients and coordinate with internal teams.

Responsibilities

• Provide service delivery to an assigned block of clients.
• Resolve moderately complex customer service problems directly.
• Act as an outward-facing, dedicated resource for assigned accounts with direct client contact.
• Build relationships with employer/group clients and serve as the primary point of contact for overall and day-to-day service delivery.
• Escalate client concerns when appropriate.
• Assist client services management in conducting client meetings as needed.
• Inputs data into appropriate software for vendors/carriers/clients within required timeframe.

Skills

Customer service

Education

Bachelor's Degree

Life, Accident and Health Insurance License

Job description

Essential Functions and Primary Duties

Provide service delivery to an assigned block of clientsResolve moderately complex* customer service problems directlyAct as an outward-facing, dedicated resource for assigned accounts, typically with direct client contact (not call center) on assigned accountsBuild relationships with employer/group clients (not individual members) and serve as the primary point of contact for overall and day-to-day service deliveryRepresent client internally and coordinate with other functions to implement client systems, complete projects and address ongoing service needsEscalate client concerns when appropriateAssist client services management in conducting client meetings as neededInputs data into appropriate software for vendors/carriers/clients within required timeframeCoordinate employee communications for enrollmentParticipate with new client set-up, renewals, and open enrollment meetingsEstablish and preserve a solid business rapport with clients and vendorsDiscuss with clients applicable legislation and market trendsEnsure that all internal controls and procedures are followedGenerate client interest in additional lines of coverage Additional responsibilities as assignedMay provide guidance and direction to less experienced client service staff*Complexity is based on the degree of uncertainty, financial risk, technical requirements, urgency and volume or size.

Preferred Qualifications

Bachelor's DegreeLife, Accident and Health Insurance License

Minimum Qualifications

High School Diploma or GED required3 to 5 years customer service experience in the insurance industry requiredMust maintain current required licenses and certifications relevant to field of expertise

About Us

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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