Account Manager | Employee Benefits

Job Description Essential Functions And Primary Duties Provide service delivery to an assigned block of clientsResolve moderately complex* customer service problems directlyAct as an outward-facing, dedicated resource for assigned accounts, typically with direct client contact (not call center) on assigned accountsBuild relationships with employer/group clients (not individual members) 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 appropriateAssist client services management in conducting client meetings as neededInputs data into appropriate software for vendors/carriers/clients within required timeframeCoordinate employee communications for enrollmentParticipate with new client set-up, renewals, and open enrollment meetingsEstablish and preserve a solid business rapport with clients and vendorsDiscuss with clients applicable legislation and market trendsEnsure that all internal controls and procedures are followedGenerate client interest in additional lines of coverage Additional responsibilities as assignedMay 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 DegreeLife, Accident and Health Insurance License Minimum Qualifications High School Diploma or GED required3 to 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 externallyEffective 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 About Us CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.