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    Account Manager - Tucson, United States - CBIZ

    CBIZ
    CBIZ Tucson, 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 Nation

    Top Workplaces USA

    Best Places to Work in Insurance

    Best and Brightest Companies in Wellness

    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* 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 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

    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 open enrollment 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 in Human Resources, Business, or a relative field

    Life, Accident, and Health Insurance License

    Experience managing self-funded and fully insured groups

    Experience handling small-large market clients

    Minimum Qualifications

    High School Diploma or GED required

    3 to 5 years of customer service experience in the insurance industry required

    Must maintain current required licenses and certifications relevant to the field of expertise

    Demonstrates the ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally

    Effective customer service skills

    Proficient use of applicable technology

    Ability to work in a team environment as well as independently

    Must be able to travel based on client and business needs

    #LI-CM #LI-Hybrid

    #J-18808-Ljbffr
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