Associate Account Manager | Property
4 weeks ago
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
Essential Functions and Primary Duties
- Provide service delivery as delegated by senior staff for commercial insurance accounts
- Resolve customer service problems that are basic and routine and solved by application of procedures or guidance, or referred on to others for resolution
- Build relationships with clients and assist senior staff in the delivery of day-to-day service delivery
- Assist senior staff with implementing client systems, completing projects, and addressing ongoing service needs
- Escalate client concerns when appropriate
- Inputs data into appropriate software for vendors/carriers/clients within required timeframe
- Assist senior staff with the participation of new client set-up, renewals, and client meetings
- Establish and preserve a solid business rapport with clients and vendors
- Ensure that all internal controls and procedures are followed
- Generate client interest in additional lines of coverage
- Additional responsibilities as assigned
- Bachelor's degree
- High School Diploma or GED required
- Less than 3 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
- Effective 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
#LI-Office
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