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Account Manager

1 month ago

Portland, Maine, United States CBIZ Full time

Job Summary

CBIZ is seeking a highly skilled Account Manager to join our team. As an Account Manager, you will be responsible for providing exceptional service to our commercial insurance clients. This includes resolving complex customer service problems, building relationships with clients, and representing them internally to implement client systems and address ongoing service needs.

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
  • Additional responsibilities as assigned
  • May provide guidance and direction to less experienced client service staff

Requirements

  • Bachelor's degree
  • 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

Benefits

CBIZ offers a comprehensive benefits package, including comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program, and much more.

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.