Personal Lines Manager in Delray Beach, FL at CBIZ

Date Posted: 9/3/2018

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. 

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. By offering this range of services, we are able to help clients eliminate the inefficiencies associated with the use of multiple vendors. Ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER), we have approximately 1,500 professionals in 75 offices nationwide. Clients in a wide array of industries rely on us for national-caliber expertise and technical depth combined with high personalized, local service.  

Essential Functions and Primary Duties:

•         Daily account manager duties to include:  client phone calls, requests for new business, renewal marketing, processing of changes, underwriting requests, cancellation and payment matter on your assigned book, etc.
•         Carrier Communication:  Meet with marketing reps, distribute carrier correspondence to keep the team up to date on changes in the marketplace, etc.
•         Staff Development and Training:  work with team to identify areas of weakness and make appropriate recommendations/requirements for education in these areas
•         Management of workload assignments
•         Management of departmental procedures/processes
•         Development of marketing campaigns to enhance department growth
•         Hold team meetings to maintain and enhance team building and cultural strength
•         Set goals for the department and individual team members
•         Maintain and communicate specific carrier goals in order to optimize contingency opportunities
•         Ensure the department is compliant with all regulatory guidelines
•         Additional Responsibilities as reasonably assigned  Minimum Qualifications:
•         Bachelor’s degree, or High School Diploma with extensive insurance education preferred
•         5 years’ experience in High Net Worth account management with at least 2 years’ experience in management
•         Must have and maintain Florida 2-20 license
•         Technical knowledge in affluent client needs and account strategy
•         Extensive knowledge of insurance contract language, exclusionary provisions, and product differences
•         Experience in Sagitta and Image Right preferred
•         Proficient in Excel, Word, and computer savvy in researching the internet to gain client insight/property details
•         Demonstrated strong communication skills:  written and verbal
•         Strong leadership skills:  able to lead by own daily example
•         Organized, detail-oriented, and strong problem solving skills
•         Ability to travel as needed


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


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.


not ready to apply ?

Joining our Talent Network will enhance your job search and application process. Whether you choose to apply or just leave your information, we look forward to staying connected with you.