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    Account Manager - Boca Raton, United States - CBIZ

    CBIZ
    CBIZ Boca Raton, United States

    2 weeks ago

    CBIZ background
    Description
    With over 120 offices and nearly 7,000 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:

    2022 Best and Brightest Companies to Work for in the Nation

    2023 Top Workplaces USA

    2022 America's Best Mid-Size Employers

    2022 Best and Brightest Companies in Wellness

    2022 Great Place to Work Certification


    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 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.

    Preferred Qualifications

    Bachelor's Degree

    Life, Accident, and Health Insurance License

    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

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