Remote Employee Benefits Account Manager

CBIZ; United States; Remote; USD 52,000 - 68,000; Full time

Job summary

CBIZ, Inc. is seeking a skilled client service professional in the United States to provide service delivery to an assigned block of clients and act as a dedicated resource with direct client contact.

You will build relationships with employer/group clients, coordinate enrollment and open enrollment meetings, and address ongoing service needs. The role requires 3–5 years of insurance industry experience, a high school diploma or GED (Bachelor's preferred), and relevant licenses.

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

• 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

Skills

Effective customer service skills

Proficient use of applicable tech

Ability to travel based on client and?

Education

High School Diploma or GED

Bachelor's Degree

Life, Accident and Health Insurance License

Job description

CBIZ, Inc. is seeking a skilled client service professional in the United States to provide service delivery to an assigned block of clients and act as a dedicated resource with direct client contact.

You will build relationships with employer/group clients, coordinate enrollment and open enrollment meetings, and address ongoing service needs. The role requires 3–5 years of insurance industry experience, a high school diploma or GED (Bachelor's preferred), and relevant licenses.