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Account Manager | Employee Benefits

CBIZ, Inc.
Remote, USA
Manager · 3–5 years experience
Remote
Discovered 2 weeks ago

Full Job Posting

Minimum Qualifications

  • High School Diploma or GED required
  • 3 to 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
  • 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

Responsibilities

  • Essential Functions and Primary Duties
  • Provide service delivery to an assigned block of clients
  • Resolve moderately 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
  • Assist client services management in conducting client meetings as needed
  • Inputs data into appropriate software for vendors/carriers/clients within required timeframe
  • Coordinate employee communications for enrollment
  • Participate with 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
  • Ensure that all internal controls and procedures are followed
  • Generate client interest in additional lines of coverage
  • Additional responsibilities as assigned
  • May provide guidance and direction to less experienced client service staff
  • Complexity is based on the degree of uncertainty, financial risk, technical requirements, urgency and volume or size.
  • Bachelor's Degree
  • Life, Accident and Health Insurance License

Preferred Qualifications

  • Bachelor's Degree
  • Life, Accident and Health Insurance License

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