CAREERS AT CBIZ

Personal Lines Account Manager in Delray Beach, FL at CBIZ

Date Posted: 5/14/2018

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 recognized as one of the Best & Brightest Companies to Work for in the Nation for 2016. The Best and Brightest Companies to Work For® competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more. 

A CBIZ Account Manager is responsible for the day to day execution of client services administration for an assigned block of clients.  In this important role, the Account Manager is the “face” of CBIZ to our clients, solving complex customer service problems, maintaining data integrity and quality, preparing RFPs and taking the lead on renewals.  Account Managers serve as the client’s point of contact for all issues and services related to the account.

Essential Functions and Primary Duties:

  •           Provide administrative support to an assigned block of clients
  •           Resolve the most complex customer service problems directly
  •           Support senior level client services team members
  •           Day to day contact for client for service needs
  •           Escalate client concerns when appropriate
  •           Ability to conduct client meetings as needed
  •           Maintain data integrity and quality with any applicable software on a timely basis
  •           Take lead on designated renewals: prepare RFP, collect and review competitive proposals, prepare renewal presentation illustrating market offerings and present the CBIZ recommendation
  •          Establish and preserve a solid business rapport with clients and vendors 
  •           Educate clients on applicable legislation and market trends
  •           Generate client interest in additional lines of coverage and cross serving opportunities
  •           Coach and assist less tenured client services staff
  •           Additional responsibilities as assigned

Minimum Qualifications: 

  •           High School Diploma or GED equivalent required; Bachelor’s degree preferred
  •           3 years’ experience in insurance industry required
  •           Strong communication skills both oral and written with all levels of an organization, both internally and externally
  •           Ability to interact effectively and professionally with clients (internal and external)
  •           Must obtain and preserve required licenses/certifications as required
  •           Proficient use of applicable technology; experience with Sagitta and ImageRight a plus
  •           Able to work in a team environment as well as independently
  •           Must have experience in handling middle market and upper middle market clients
  •           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 equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, 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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