Account Manager | Property & Casualty

CBIZ; Boca Raton (FL); On-site; USD 50,000 - 75,000; Full time

Job summary

CBIZ, Inc. is seeking an experienced client service professional to manage day-to-day service delivery for middle-market commercial property & casualty clients. You will serve as the primary client contact, coordinating with carriers and internal teams to ensure timely, accurate service delivery.

Role requires 3–5 years in insurance customer service, active P&C license, and strong communication and technology skills. Travel may be required to meet client needs and renewals.

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.

Responsibilities

• Manage the day-to-day service delivery for an assigned portfolio of middle market commercial property & casualty clients, including complex and multi-line accounts across a variety of industries.
• Serve as the primary client service contact, building trusted relationships with clients, carrier partners, and internal stakeholders.
• Resolve moderately complex client service issues involving coverage interpretation, policy administration, claims coordination, certificates of insurance, endorsements, audits, and billing inquiries.
• Coordinate with Producers, Account Executives, carriers, and underwriting partners to ensure timely and accurate client service delivery.
• Support the marketing and renewal process by gathering underwriting information, preparing renewal submissions, reviewing proposals, and assisting with coverage comparisons.
• Facilitate policy changes, endorsements, certificates, evidences of property insurance, loss runs, and other service requests within established service standards.
• Conduct policy reviews and assist clients in understanding coverage options, industry trends, emerging risks, and regulatory developments affecting their business.
• Identify gaps in coverage and generate client interest in additional insurance products and risk management solutions, referring opportunities to Producers as appropriate.
• Represent clients internally and coordinate resources to address ongoing service needs, strategic initiatives, and special projects.
• Participate in client meetings, renewal strategy discussions, stewardship meetings, and carrier meetings as needed.
• Maintain accurate client records and documentation in agency management systems and carrier portals.
• Ensure compliance with CBIZ policies, carrier requirements, internal controls, and industry regulations.
• Develop and maintain strong relationships with insurance carriers, wholesalers, and vendor partners.
• Provide guidance, mentorship, and training to less experienced service team members.

Skills

Verbal and written communication

Customer service

Technology proficiency

Team collaboration

Travel flexibility

Education

Bachelor's degree

Active Property & Casualty Insurance License

Tools

Sagitta

Agency management systems

Job description

#LI-KW1 #LI-Hybrid

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
• 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

Essential Functions and Primary Duties

• Manage the day-to-day service delivery for an assigned portfolio of middle market commercial property & casualty clients, including complex and multi-line accounts across a variety of industries.

• Serve as the primary client service contact, building trusted relationships with clients, carrier partners, and internal stakeholders.

• Resolve moderately complex client service issues involving coverage interpretation, policy administration, claims coordination, certificates of insurance, endorsements, audits, and billing inquiries.

• Coordinate with Producers, Account Executives, carriers, and underwriting partners to ensure timely and accurate client service delivery.

• Support the marketing and renewal process by gathering underwriting information, preparing renewal submissions, reviewing proposals, and assisting with coverage comparisons.

• Facilitate policy changes, endorsements, certificates, evidences of property insurance, loss runs, and other service requests within established service standards.

• Conduct policy reviews and assist clients in understanding coverage options, industry trends, emerging risks, and regulatory developments affecting their business.

• Identify gaps in coverage and generate client interest in additional insurance products and risk management solutions, referring opportunities to Producers as appropriate.

• Represent clients internally and coordinate resources to address ongoing service needs, strategic initiatives, and special projects.

• Participate in client meetings, renewal strategy discussions, stewardship meetings, and carrier meetings as needed.

• Maintain accurate client records and documentation in agency management systems and carrier portals.

• Ensure compliance with CBIZ policies, carrier requirements, internal controls, and industry regulations.

• Develop and maintain strong relationships with insurance carriers, wholesalers, and vendor partners.

• Provide guidance, mentorship, and training to less experienced service team members.

Preferred Qualifications

• Bachelor's degree
• Active Property & Casualty Insurance License
• 3+ years of commercial property & casualty insurance experience, preferably supporting middle market accounts.
• Experience servicing complex commercial insurance programs, including multiple lines of coverage and carrier relationships.
• Working knowledge of commercial insurance coverages
• Strong understanding of the commercial insurance renewal lifecycle, coverage analysis, and client service best practices.
• Experience with agency management systems such as Sagitta, or similar platforms.
• Excellent communication, relationship-building, organization, and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced environment while maintaining a high level of accuracy and client focus.