Account Manager | Employee Benefits

CBIZ; Minneapolis (MN); On-site; USD 55,000 - 75,000; Full time

Job summary

CBIZ, Inc. in Minneapolis, MN seeks a client service professional to provide service delivery to an assigned block of clients, acting as a dedicated resource with direct client contact and building relationships with employer/group clients.

You will coordinate with internal teams to implement client systems, address ongoing service needs, and discuss market trends and applicable legislation with clients, while ensuring internal controls are followed and opportunities for additional lines of

Qualifications

• Bachelor's degree required; life, accident and health license preferred.
• 3–5 years of customer service experience in the insurance industry.
• Current licenses/certifications relevant to the field must be maintained.
• Strong verbal and written communication across all levels.
• Effective customer service skills and tech proficiency.

Responsibilities

• Provide service delivery to an assigned block of clients.
• Resolve moderately complex customer service problems directly.
• Act as outward-facing resource for assigned accounts with direct client contact.
• Build relationships with employer/group clients and serve as primary contact for service delivery.
• Represent client internally and coordinate with other functions to implement client systems and projects.
• Escalate client concerns when appropriate.
• Assist client services management in conducting client meetings.
• Input data into appropriate software for vendors/carriers/clients within required timeframe.
• Coordinate employee communications for enrollment and participate in open enrollment meetings.
• Establish and preserve a solid business rapport with clients and vendors.
• Discuss applicable legislation and market trends with clients.
• Ensure internal controls and procedures are followed.
• Generate client interest in additional lines of coverage.
• May provide guidance to less experienced client service staff.

Skills

Customer service

Communication skills

Teamwork

Travel readiness

Education

Bachelor's Degree

Life, Accident and Health Insurance License

Job description

• 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, typically with direct client contact (not call center) on assigned accounts
• Build relationships with employer/group clients (not individual members) and serve as the primary point of contact for overall and day-to-day service delivery
• Represent client internally and coordinate with other functions to implement client systems, complete projects and address ongoing service needs
• 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
• Coordinate employee communications for enrollment
• Participate with new client set-up, renewals, and open enrollment meetings
• Establish and preserve a solid business rapport with clients and vendors
• Discuss with clients applicable legislation and market trends
• Ensure that all internal controls and procedures are followed
• Generate client interest in additional lines of coverage
• Additional responsibilities as assigned
• May 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.

Job Description

Essential Functions And Primary Duties

• 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, typically with direct client contact (not call center) on assigned accounts
• Build relationships with employer/group clients (not individual members) and serve as the primary point of contact for overall and day-to-day service delivery
• Represent client internally and coordinate with other functions to implement client systems, complete projects and address ongoing service needs
• 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
• Coordinate employee communications for enrollment
• Participate with new client set-up, renewals, and open enrollment meetings
• Establish and preserve a solid business rapport with clients and vendors
• Discuss with clients applicable legislation and market trends
• Ensure that all internal controls and procedures are followed
• Generate client interest in additional lines of coverage
• Additional responsibilities as assigned
• May 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 Degree
• Life, Accident and Health Insurance License

Minimum Qualifications

• High School Diploma or GED required
• 3 to 5 years customer service experience in the insurance industry required
• Must maintain current required licenses and certifications relevant to field of expertise
• Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Effective customer service skills
• Proficient use of applicable technology
• Ability to work in team environment as well as independently
• Must be able to travel based on client and business needs

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.