Account Manager | Property & Casualty

CBIZ; Columbia (MD); Remote; USD 75,000 - 85,000; Full time

Job summary

An established industry player seeks a dedicated professional to provide exceptional service to middle market commercial insurance clients. In this role, you will act as the primary point of contact, resolving customer service issues and building strong relationships. Your expertise in the insurance sector will be crucial in navigating complex client needs and ensuring satisfaction. This position offers a dynamic work environment where your contributions are valued, and you can grow both personally and professionally. If you're passionate about customer service and looking for a rewarding career, this opportunity is for you.

Benefits

Comprehensive Medical Insurance

Dental Insurance

Retirement Savings

Life Insurance

Disability Insurance

Education Assistance

Certification Incentives

Referral Program

Qualifications

• 3-5 years of customer service experience in the insurance industry.
• Must maintain current required licenses and certifications.

Responsibilities

• Provide service delivery to middle market commercial insurance clients.
• Build relationships with clients and serve as primary contact.

Skills

Customer Service

Communication Skills

Teamwork

Problem Solving

Education

High School Diploma or GED

Bachelor's Degree

Tools

Insurance Software

Job description

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 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.

Essential Functions and Primary Duties

• Provide service delivery to an assigned block of middle market commercial insurance clients
• Resolve moderately complex customer service problems directly
• Act as an outward-facing, dedicated resource for assigned accounts, with direct client contact on assigned accounts
• Build relationships with clients 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
• Input data into appropriate software for vendors/carriers/clients within required timeframe
• Participate with renewals and client 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

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

The annual salary target for this job in this market is $75,000.00 – $85,000.00. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.

The compensation above is not representative of an employee’s total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.