Account Manager | Employee Benefits

2 weeks ago


Boca Raton, United States CareerBuilder Full time

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 has been honored to be the recipient of several national recognitions:

2022 Best and Brightest Companies to Work for in the Nation

2023 Top Workplaces USA

2022 America's Best Mid-Size Employers

2022 Best and Brightest Companies in Wellness

2022 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 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 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 within required timeframe

Coordinate employee communications for enrollment

Participate with 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

Bachelor's Degree

Life, Accident, and Health Insurance License

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 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

#J-18808-Ljbffr



  • Boca Raton, United States CBIZ Full time

    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...


  • Boca Raton, United States CBIZ Full time

    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...


  • Boca Raton, United States CBIZ Full time

    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...

  • Account Manager

    2 days ago


    Boca Raton, United States Engtal Inc Full time

    Account Manager Boca Raton, FL (Hybrid) $75k + Excellent Benefits Are you passionate about renewable energy and looking to make a meaningful impact? Do you thrive in a dynamic, high-growth environment? If so, we have an exciting opportunity for you! My client specialize in creating bespoke solar solutions for a diverse range of commercial and residential...

  • Account Manager

    6 days ago


    Boca Raton, United States Engtal Inc Full time

    Account Manager Boca Raton, FL (Hybrid) $75k + Excellent Benefits Are you passionate about renewable energy and looking to make a meaningful impact? Do you thrive in a dynamic, high-growth environment? If so, we have an exciting opportunity for you! My client specialize in creating bespoke solar solutions for a diverse range of commercial and residential...

  • Account Manager

    1 week ago


    Boca Raton, United States Engtal Full time

    Account ManagerBoca Raton, FL (Hybrid)$75k + Excellent BenefitsAre you passionate about renewable energy and looking to make a meaningful impact? Do you thrive in a dynamic, high-growth environment? If so, we have an exciting opportunity for you!My client specialize in creating bespoke solar solutions for a diverse range of commercial and residential...

  • Account Manager

    1 week ago


    Boca Raton, United States Engtal Full time

    Account ManagerBoca Raton, FL (Hybrid)$75k + Excellent BenefitsAre you passionate about renewable energy and looking to make a meaningful impact? Do you thrive in a dynamic, high-growth environment? If so, we have an exciting opportunity for you!My client specialize in creating bespoke solar solutions for a diverse range of commercial and residential...

  • Account Manager

    20 hours ago


    Boca Raton, United States Engtal Full time

    Account ManagerBoca Raton, FL (Hybrid)$75k + Excellent BenefitsAre you passionate about renewable energy and looking to make a meaningful impact? Do you thrive in a dynamic, high-growth environment? If so, we have an exciting opportunity for you!My client specialize in creating bespoke solar solutions for a diverse range of commercial and residential...


  • Boca Raton, Florida, United States Geosyntec Consultants, Inc. Full time

    Overview: Do you want to build an impactful career to change the world for the better?  Geosyntec’s is seeking an experienced Senior Benefits Manager to provide management oversight and analytical support to company-wide global benefits programs, including collaboration on strategy, design, compliance, and process/system improvements. The role will...


  • Boca Raton, United States USI Insurance Services, Inc. Full time

    The Producer/ Sales Executive is responsible for driving new business and managing existing client revenue retention and growth based upon assigned book of prospects and clients. Primary Responsibilities:Successfully develop and deploy sales and mark Sales, Executive, Benefits, Client, Management, Account

  • Account Manager

    1 day ago


    Boca Raton, United States Cosmetic Solutions Full time

    Who we are: Cosmetic Solutions is a leader in the development and manufacturing of scientifically proven, innovative personal care products. With a focus on, face, body, hair, OTC, and professional use formulations, we create some of the most cost effective, high quality and powerful products on the market.  Providing world class services to up and coming...

  • Account Manager

    1 week ago


    Boca Raton, United States Medusind Inc Full time

    Job Description Job Description Description: At Medusind we take immense pride in offering superior, cost-effective solutions covering the whole spectrum of tasks and processes to the healthcare industry. A significant factor is that our workforce comes with rich domain expertise and robust compliance norms. Our four-prong approach of an excellent management...

  • Account Manager

    2 weeks ago


    Boca Raton, United States Medusind Full time

    Job DescriptionJob DescriptionDescription:At Medusind we take immense pride in offering superior, cost-effective solutions covering the whole spectrum of tasks and processes to the healthcare industry. A significant factor is that our workforce comes with rich domain expertise and robust compliance norms. Our four-prong approach of an excellent management...

  • Account Manager

    3 weeks ago


    Boca Raton, United States Private Hiring Company Full time

    Job DescriptionJob DescriptionJOB TITLE: ACCOUNT MANAGERSTATUS: FULL TIMEDEPARTMENT: CREATIVEPOSITION SUMMARY:Account Manager will be the liaison between the Agency and Client Partner. The Account Manager manages all creative project deadlines along with placement of all ads in various publications, submission of all print work to various vendors and...

  • Accounting Coordinator

    13 hours ago


    Boca Raton, United States Florida Atlantic University Full time

    For more information on everything FAU has to offer, please visit Position Summary: Florida Atlantic University is seeking an Accounting Coordinator - Boca Raton, FL. Summary of Responsibilities include: - Maintain the general ledger, and monthly journal entries generated within the Controller's Office and from various departments within the...

  • Account Manager

    4 days ago


    Boca Raton, United States AmeriPark Full time

    Description General ManagerPosition Summary: Manage facility to AmeriPark contractual expectations, focusing on – service expectations, increasing financial performance, cost controls, revenue management control, physical integrity of property Service Responsibility Smile and be pleasant, create and support a fun, professional working environment for...

  • Accounting Supervisor

    3 weeks ago


    Boca Raton, United States Envision Staffing Solutions Full time

    Job DescriptionJob DescriptionThe Accounting Supervisor will be responsible for ensuring that the department operates smoothly, maintains accurate and complete records regarding suppliers, vendors, and employees. The Accounting Supervisor will oversee day-to-day operations on all activities related to accounts payable. The ideal candidate has a strong...

  • Account Manager

    4 weeks ago


    Boca Raton, United States Fuse Specialty Appliances Full time

    Fuse Specialty Appliances, a wholesale/retail distributor of high-end luxury appliances, seeks an Account Manager for our showroom that will be opening in Boca Raton, FL! The individual will have or gain a high degree of expertise in the premium appliance market while learning and executing on critical CRM behaviors including prospecting, follow-up and...

  • Account Manager

    4 weeks ago


    Boca Raton, United States Fuse Specialty Appliances Full time

    Fuse Specialty Appliances, a wholesale/retail distributor of high-end luxury appliances, seeks an Account Manager for our showroom that will be opening in Boca Raton, FL! The individual will have or gain a high degree of expertise in the premium appliance market while learning and executing on critical CRM behaviors including prospecting, follow-up and...

  • Account Manager

    4 weeks ago


    Boca Raton, United States Nation Safe Drivers Full time

    The ideal candidate will be able to appropriately identify the needs of both new and current customers in order to aid customers in their success using our product. This will be done by developing an appropriate level of communication with clients and internal team members to better understand and mitigate any issues the customers may...