Account Manager - Cbiz

With over 120 offices and nearly 7,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

CBIZ is honored to be the recipient of several national recognitions for 2023: 

• Best and Brightest Companies to Work for in the Nation
• Top Workplaces USA
• Best Places to Work in Insurance
• Best and Brightest Companies in Wellness
• Great Place to Work Certification

 CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER). 

Essential Functions and Primary Duties

• Provide service delivery to an assigned block of Personal Lines clients
• Resolve moderately *complex customer service problems directly
• Act as an outward-facing, dedicated resource for assigned accounts, with direct client contact (not call center) on assigned accounts
• Build relationships with client 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
• Participate with new client set-up, renewals, and 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
• Professional designations, such as CISR
• Experience using Sagitta and ImageRight 

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

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