Insurance Account Manager

3 weeks ago


Boca Raton, Florida, United States CBIZ Full time

Job Summary

CBIZ is seeking a skilled Insurance Account Manager to provide exceptional service delivery to commercial insurance clients. The ideal candidate will have 3-5 years of customer service experience in the insurance industry and be proficient in applicable technology.

Key Responsibilities

  • Provide service delivery to an assigned block of commercial insurance clients
  • Resolve moderately complex customer service problems directly
  • Act as an outward-facing, dedicated resource for assigned accounts, with direct client contact on assigned accounts
  • Build relationships with clients 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
  • Participate with new client set-up, renewals, and 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

Requirements

  • Bachelor's degree
  • 3 to 5 years customer service experience in the insurance industry
  • 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

About CBIZ

CBIZ is a leading provider of business services, including benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services. We are committed to delivering top-level financial and employee business services to organizations of all sizes.

Equal Opportunity Employer

CBIZ is an affirmative action-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.



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