Senior Insurance Client Partner – Complex Accounts

CBIZ; Tennessee; On-site; USD 65,000 - 90,000; Full time

Job summary

CBIZ, Inc. seeks a skilled Client Services professional to provide service delivery for a block of more complex employer-group clients. This role is the primary contact for day-to-day service delivery and renewals, coordinating with internal teams to meet client needs.

You will build strong relationships with employer groups, discuss market trends, and ensure data integrity with client systems. Travel may be required for client meetings and renewals.

Qualifications

• High School Diploma or GED required.
• 5+ years customer service experience in the insurance industry.
• Current licenses/certifications relevant to field.
• Strong verbal and written communication.
• Ability to travel based on client and business needs.

Responsibilities

• Provide service delivery to a block of more complex clients.
• Resolve the most 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 day-to-day service delivery.
• Represent client internally and coordinate with other functions to implement client systems and address ongoing service needs.
• Escalate client concerns when appropriate.
• Maintain data integrity and quality with applicable software.
• Take lead on designated renewals; prepare renewal information and present CBIZ solution.
• Oversee new client set-up, renewals, and open enrollment meetings.
• Establish and preserve a solid business rapport with clients and vendors.
• Discuss legislation and market trends with clients.
• Generate client interest in additional lines of coverage.
• Coach and assist less tenured client services staff.

Education

Bachelor's Degree

CEBS

Life and Health License

Tools

Employee Navigator

Job description

CBIZ, Inc. seeks a skilled Client Services professional to provide service delivery for a block of more complex employer-group clients. This role is the primary contact for day-to-day service delivery and renewals, coordinating with internal teams to meet client needs.

You will build strong relationships with employer groups, discuss market trends, and ensure data integrity with client systems. Travel may be required for client meetings and renewals.