Senior Account Manager - Commercial Insurance in Delray Beach, FL at CBIZ

Date Posted: 7/2/2021

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 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:  

  • 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work®
  • 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
  • Top 101 2020 Best and Brightest Companies to Work For in the Nation
  • 2020 Healthiest 100 Workplace in America
  • 2021 Top Workplaces USA

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 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 with clients applicable legislation and market trends
  • 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
  • Property and Casualty License 
  • Experience managing a large book of business 

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 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

REASONABLE ACCOMMODATION

If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.

EQUAL OPPORTUNITY EMPLOYER

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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