Personal Lines Client Service Manager | Property & Casualty in Boca Raton at CBIZ

Date Posted: 5/19/2023

Job Snapshot

Job Description

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 has been honored to be the recipient of several national recognitions:   

  • 2022 Best and Brightest Companies to Work for in the Nation  
  • 2023 Top Workplaces USA  
  • 2022 America's Best Mid-Size Employers  
  • 2022 Best and Brightest Companies in Wellness  
  • 2022 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

  • Support in developing, implementing, monitoring and continuously improving upon client service team deliverables for new and renewal business 
  • Utilizes tools to monitor and ensure service team adheres to service standards including timelines of deliverables of assigned accounts  
  • Analyze and resolve problems 
  • Assumes accountability for decisions made by direct reports 
  • Interpret policies and demonstrate solid subject matter knowledge 
  • Exercise judgement within defined procedures and policies to determine appropriate action 
  • Ensure team members understand and can deliver on CBIZ's Business Proposition 
  • Provide leadership, coaching, mentoring, training of staff including conducting employee performance evaluations and onboarding new team members 
  • Influence the direction for new or revised services, programs, processes, standards, and / or operation plans 
  • May spend a portion of time performing individual tasks / strategic tasks related to the unit, however, supervisory activities constitute the primary responsibilities of the role 
  • Provide input and participate in hiring decisions, disciplinary actions, and performance evaluations and rewards 
  • Execute annual goals and priorities 
  • Ability to support on any and all client matters as needed 
  • Collaborate efficiently with carrier partners and stay abreast of new products and market trends 
  • Ensure compliance with all regulatory guidelines
  • Additional responsibilities as assigned

Preferred Qualifications

  • Bachelor's degree

Qualifications Required

  • High School Diploma or GED required
  • Over 6 years of experience managing multiple clients of increasing complexity in the insurance industry
  • Must maintain current required licenses and certifications relevant to field of expertise
  • Technical knowledge relative to industry and incorporating contract provisions, renewal and claims processing, plan knowledge, and carrier funding
  • Expertise in managing clients with alternative funding arrangements
  • Proficient use of applicable technology
  • Expert knowledge of state and federal legislation
  • Sets priorities and manages work flow to ensure efficient, timely, and accurate deliverables
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Advanced problem solving and critical thinking skills
  • Must be able to travel based on client and business needs


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CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.



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