Client Success Manager, Insurance Accounts

CBIZ; Minneapolis (MN); Sur place; USD 55 000 - 75 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Customer service

Communication skills

Teamwork

Travel readiness

Formation

Bachelor's Degree

Life, Accident and Health Insurance License

Description du poste

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