Account Manager | Employee Benefits

Locations 700 W 47th St Ste 1100, Kansas City, MO, 64112, US (Hybrid) Essential Functions and Primary Duties Client Relationship Management Serve as the primary liaison for a portfolio of mid- to large-market clients. Build and maintain strong, long-term relationships with clients, understanding their business needs and objectives. Proactively address client concerns and provide timely resolutions to ensure satisfaction. Open Enrollment and Renewal Meetings Plan, coordinate, and conduct open enrollment meetings to educate clients and their employees about their benefits offerings. Lead renewal meetings to review plan performance, present renewal options, and guide clients in selecting optimal benefits solutions. Deliver engaging and informative presentations tailored to client-specific needs. Strategic Consulting Analyze client needs and provide strategic recommendations for employee benefits plans, ensuring alignment with market trends and regulatory requirements. Collaborate with internal teams to design and implement customized benefits solutions. Stay informed about industry trends, new products, and legislative changes impacting employee benefits. Account Management Oversee the day-to-day management of client accounts, ensuring timely and accurate delivery of services. Coordinate with carriers, vendors, and internal teams to resolve issues and implement client requests. Monitor plan performance and provide regular updates and reporting to clients. Compliance and Documentation Ensure all client accounts are managed in compliance with applicable laws and regulations. Maintain accurate and up-to-date records of client interactions, benefits plans, and related documentation. Provide service delivery to an assigned block of clients Resolve moderately 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 the 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 withinthe required timeframe Coordinate employee communications for enrollment Participate in 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 *Complexity is based on the degree of uncertainty, financial risk, technical requirements, urgency, and volume or size. Preferred Qualifications Proven track record of managing mid to large-market client accounts. Life, Accident, and Health Insurance License for Minnesota Experience managing fully insured, level-funded, and self-funded groups Open Enrollment and renewal experience Bachelor’s degree in Business, Human Resources, or a related field preferred. Relevant certifications (e.g., Life and Health License, CEBS) are a plus. Proficient in Employee Navigator Minimum Qualifications High School Diploma or GED required 3 to 5 years customer service experience in the insurance industry required Must maintain current required licenses and certificates relevant to field of expertise Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally 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 #LI-CM #LI-Hybrid About Us CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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. Notice to Candidates Requiring Sponsorship At this time, CBIZ is not engaging with applicants who require sponsorship. Compensation & Benefits The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and detail insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more. Notice to Third-Party Agencies CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity. Reasonable Accommodation If you are a qualified individual with a disability, you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com . Equal Opportunity Employer CBIZ is an 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 Know Your Rights . #J-18808-Ljbffr