Job description

#LI-KW1 #LI-Hybrid Essential Functions and Primary Duties • Provide service delivery to an assigned block of more complex* clients • Resolve the most complex customer service problems directly • Act as an outward-facing, dedicated resource for assigned accounts, typically with direct client contact (not call center) on assigned accounts • Build relationships with employer/group clients (not individual members) 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 • Maintain data integrity and quality with any applicable software on a timely basis • Take lead on designated renewals; prepare renewal information and present the CBIZ solution • Works with senior staff to create needed communication materials • Oversee new client set-up, renewals, and open enrollment meetings • Establish and preserve a solid business rapport with clients and vendors • Discuss applicable legislation and market trends with clients • Generate client interest in additional lines of coverage • Coach and assist less tenured client services staff • Additional responsibilities as assigned *Complexity is based on the degree of uncertainty, financial risk, technical requirements, urgency, and volume or size Preferred Qualifications • Bachelor's Degree • Life, Accident and Health Insurance License • Experience managing fully insured, level-funded, and self-funded groups (majority are fully-insured groups) • Open Enrollment and renewal experience • Bachelor's degree in business, Human Resources, or a related field preferred. • Relevant certifications (e.g., Life and Health License, CEBS) are a plus • Proficiency in Employee Navigator Minimum Qualifications • High School Diploma or GED required • More than 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 the organization, both internally and externally • Advanced 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

Requirements

Must-haves

#LI-KW1 #LI-Hybrid
Essential Functions and Primary Duties
Provide service delivery to an assigned block of more complex* clients
Resolve the most complex customer service problems directly
Act as an outward-facing, dedicated resource for assigned accounts, typically with direct client contact (not call center) on assigned accounts
Build relationships with employer/group clients (not individual members) 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
Maintain data integrity and quality with any applicable software on a timely basis
Take lead on designated renewals; prepare renewal information and present the CBIZ solution
Works with senior staff to create needed communication materials
Oversee new client set-up, renewals, and open enrollment meetings
Establish and preserve a solid business rapport with clients and vendors
Discuss applicable legislation and market trends with clients
Generate client interest in additional lines of coverage
Coach and assist less tenured client services staff
Additional responsibilities as assigned
Complexity is based on the degree of uncertainty, financial risk, technical requirements, urgency, and volume or size

Nice-to-haves

Bachelor's Degree
Experience managing fully insured, level-funded, and self-funded groups (majority are fully-insured groups)
Open Enrollment and renewal experience
Bachelor's degree in business, Human Resources, or a related field preferred.
Relevant certifications (e.g., Life and Health License, CEBS) are a plus
Proficiency in Employee Navigator

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: oracle-cloud
Effort: medium

Benefits

Benefits detected in the listing.

Health Insurance