Insurance Account Manager

4 weeks ago


Cleveland, Ohio, United States CBIZ Full time
Job Summary

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
Requirements
  • 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
Why Join CBIZ?

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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