- Best and Brightest Companies to Work for in the Nation
- Top Workplaces USA
- Best Places to Work in Insurance
- Best and Brightest Companies in Wellness
- Great Place to Work Certification
- Provide service delivery to an assigned block of Commercial Insurance clients
- Resolve moderately *complex customer service problems directly
- Act as an outward-facing, dedicated resource for assigned accounts, typically with direct client contact 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
- 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
- Bachelor's degree
- Valid 2-20 or 4-40 license
- 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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Account Manager - Sarasota, United States - CBIZ
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 is honored to be the recipient of several national recognitions for 2023:
Essential Functions and Primary Duties
Preferred Qualifications
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