Insurance Account Manager
4 weeks ago
We are seeking a highly skilled Insurance Account Manager to join our team at CBIZ. As a key member of our Benefits & Insurance Services division, you will be responsible for providing exceptional service to our clients, resolving complex customer service issues, and building strong relationships with clients and vendors.
Key Responsibilities- Provide service delivery to an assigned block of Personal Lines clients
- Resolve moderately complex customer service problems directly
- Act as an outward-facing, dedicated resource for assigned accounts, with direct client contact
- 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
- Bachelor's degree
- Professional designations, such as CISR
- Experience using Sagitta and ImageRight
- 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
CBIZ is a leading provider of financial and employee business services, with a strong commitment to excellence and customer satisfaction. We offer a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.
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