Insurance Account Manager

1 month ago


Cleveland, Ohio, United States CBIZ Full time

Job Summary:

CBIZ is seeking a highly skilled Insurance Account Manager to provide exceptional service delivery to our Personal Lines clients. As a key member of our team, you will be responsible for resolving complex customer service problems, building relationships with clients, and representing their interests internally and externally.

Key Responsibilities:

  • Provide service delivery to assigned Personal Lines clients
  • Resolve moderately complex customer service problems directly
  • Act as an outward-facing, dedicated resource for 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
  • 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 an 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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