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Boca Raton

    Senior Account Manager - Boca Raton, United States - Penn Foster Inc

    Penn Foster Inc
    Penn Foster Inc Boca Raton, United States

    3 weeks ago

    Default job background
    Description

    Status Category:
    Full-Time


    Exempt/Non-Exempt:
    Exempt

    Scheduled Hours Per Week:

    37.5


    Job Code:
    BI0117

    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 more *complex commercial insurance clients
    Resolve the most 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 clients 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
    Maintain data integrity and quality with any applicable software on a timely basis
    Take lead on designated renewals; prepare renewal information and present the
    CBIZ solution
    Works with senior staff to create needed communication materials
    Oversee new client set-up, renewals and meetings
    Establish and preserve a solid business rapport with clients and vendors
    Discuss with clients applicable legislation and market trends
    Generate client interest in additional lines of coverage
    Coach and assist less tenured client services staff
    Additional responsibilities as assigned
    Complexity is based on the degree of uncertainty, financial risk, technical requirements, urgency and volume or size.
    Preferred Qualifications
    Bachelor's degree
    Must maintain current required licenses and certifications relevant to field of expertise
    Minimum Qualifications
    High School Diploma or GED required
    More than 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
    Advanced 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


    CBIZ

    Jobs Category:
    Benefits & Insurance


    REASONABLE ACCOMMODATION

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    You can request a reasonable accommodation by calling toll free) or send an email to


    EQUAL OPPORTUNITY EMPLOYER


    CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, 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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