CAREERS AT CBIZ

Associate Insurance Account Manager - Personal Lines in Delray Beach, FL at CBIZ

Date Posted: 2/27/2021

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 as delegated by senior staff
  • Resolve customer service problems that are basic and routine and solved by application of procedures or guidance, or referred on to others for resolution
  • Build relationships with employer/group clients (not individual members) and assist senior staff in the delivery of day-to-day service delivery
  • Assist senior staff with implementing client systems, completing projects, and addressing ongoing service needs
  • Escalate client concerns when appropriate
  • Inputs data into appropriate software for vendors/carriers/clients within required timeframe
  • Coordinate employee communications for enrollment
  • Assist senior staff with the participation of new client set-up, renewals, and open enrollment meetings
  • Establish and preserve a solid business rapport with clients and vendors
  • Ensure that all internal controls and procedures are followed
  • Generate client interest in additional lines of coverage 
  • Additional responsibilities as assigned



Preferred Qualifications

  • Bachelor's degree



Minimum Qualifications

  • High School Diploma or GED required
  • Less than 3 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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