Senior Account Manager | Employee Benefits

CBIZ; Memphis (TN); Hybrid; USD 65,000 - 95,000; Full time

Job summary

CBIZ, Inc. is seeking a client services professional to provide service delivery for a block of more complex insurance clients.

You will be the outward-facing resource with direct client contact, building strong relationships with employer groups and coordinating with internal teams to address ongoing service needs. The role includes leading renewals, presenting CBIZ solutions, and overseeing new client setup and open enrollment meetings, while staying informed on legislation and market trends

Qualifications

• High School Diploma or GED required.
• 5+ years of customer service experience in the insurance industry.
• Ability to communicate verbally and in writing across all levels.
• Advanced customer service skills.
• Proficient use of applicable technology.
• Ability to work in a team and independently.
• Travel as required by client/business needs.

Responsibilities

• Provide service delivery to a block of more complex clients and resolve the most complex customer service problems.
• Act as the dedicated resource for assigned accounts with direct client contact.
• Build relationships with employer/group clients and serve as the primary contact for service delivery.
• Coordinate with internal teams to implement client systems and address ongoing needs.
• Lead renewals and present CBIZ solutions; prepare renewal information.
• Oversee new client setup, renewals, and open enrollment meetings.
• Discuss legislation and market trends with clients; identify opportunities for additional lines of coverage.

Skills

Customer service

Verbal & written communication

Teamwork

Technology proficiency

Travel readiness

Education

Bachelor's Degree

Life and Health Insurance License

Tools

Employee Navigator

Job description

#LI-KW1 #LI-Hybrid

Essential Functions and Primary Duties

• Provide service delivery to an assigned block of more complex* clients
• Resolve the most 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
• Maintain data integrity and quality with any applicable software on a timely basis
• Take lead on designated renewals; prepare renewal information and present the CBIZ solution
• Works with senior staff to create needed communication materials
• Oversee new client set-up, renewals, and open enrollment meetings
• Establish and preserve a solid business rapport with clients and vendors
• Discuss applicable legislation and market trends with clients
• Generate client interest in additional lines of coverage
• Coach and assist less tenured client services staff
• Additional responsibilities as assigned

*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
• Experience managing fully insured, level-funded, and self-funded groups (majority are fully-insured groups)
• Open Enrollment and renewal experience
• Bachelor's degree in business, Human Resources, or a related field preferred.
• Relevant certifications (e.g., Life and Health License, CEBS) are a plus
• Proficiency in Employee Navigator

Minimum Qualifications

• High School Diploma or GED required
• More than 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 the organization, both internally and externally
• Advanced 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

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.