Senior Account Manager
2 months ago
CBIZ is a leading provider of financial and employee business services, delivering national-caliber expertise with personalized service at the local level.
As a Senior Account Manager, you will be the primary contact for a specified block of business, responsible for overall client satisfaction and effective use of resources to resolve client issues.
Key Responsibilities:
- Manage client relationships and provide timely service quality to promote retention and identify opportunities to build existing relationships.
- Collaborate with internal partners to deliver timely and accurate information in response to inquiries and/or service issues.
- Assist with the introduction of new products and services, and resolve complex situations or requests.
- Create plan communications focusing on compliance and education, and attend client meetings to prepare materials.
- Achieve service goals established by the department, and perform additional responsibilities as assigned.
Requirements:
- Bachelor's degree or equivalent experience.
- At least five years of professional, retirement plan administration, and compliance experience.
- Advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures.
- Expert knowledge of pertinent laws, regulations, and professional standards.
- Expert use of applicable technology, including MS Office Suite and enterprise communication and travel solutions.
- Experience performing work that requires initiative and leadership skills, coaching, and teaching others.
- Qualified Pension Administrator (QPA), Qualified (K) Administrator (QKA), and ability to self-learn and develop business and technical knowledge quickly.
- Motivated team player with demonstrated interpersonal skills, comfortable working with quick turnaround times and deadlines, and excellent communication skills.
About CBIZ:
CBIZ has been recognized for its commitment to excellence, including being named one of the Best and Brightest Companies to Work for in the Nation, Top Workplaces USA, and Top Places to Work in Insurance.
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 and a Top Retirement Plan Adviser.
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