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Saint-Bauzille-de-Putois

    Senior Account Manager - Sarasota, United States - CBIZ

    CBIZ
    CBIZ Sarasota, United States

    3 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 is honored to be the recipient of several national recognitions for 2023:


    Best and Brightest Companies to Work for in the NationTop Workplaces USABest Places to Work in InsuranceBest and Brightest Companies in WellnessGreat Place to Work CertificationCBIZ 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 clientsResolve the most complex customer service problems directlyAct as an outward-facing, dedicated resource for assigned accounts, with direct client contact on assigned accountsBuild relationships with clients and serve as the primary point of contact for overall and day-to-day service deliveryRepresent client internally and coordinate with other functions to implement client systems, complete projects, and address ongoing service needsEscalate client concerns when appropriateMaintain data integrity and quality with any applicable software on a timely basisTake lead on designated renewals; prepare renewal information and present the CBIZ solutionWorks with senior staff to create needed communication materialsOversee new client set-up, renewals and meetingsEstablish and preserve a solid business rapport with clients and vendorsDiscuss with clients applicable legislation and market trendsGenerate client interest in additional lines of coverageCoach and assist less tenured client services staffAdditional responsibilities as assigned*Complexity is based on the degree of uncertainty, financial risk, technical requirements, urgency and volume or size.

    Preferred Qualifications

    Bachelor's degreeValid Property & Casualty licenseMinimum Qualifications

    High School Diploma or GED requiredMore than 5 years customer service experience in the insurance industry requiredMust maintain current required licenses and certifications relevant to field of expertiseDemonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyAdvanced customer service skillsProficient use of applicable technologyAbility to work in team environment as well as independentlyMust be able to travel based on client and business needs#LI-KW1

    #LI-Hybrid
    #J-18808-Ljbffr

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