Account Manager | Employee Benefits at CBIZ

Job description

#LI-KW1 #LI-Remote Essential Functions and Primary Duties • Provide service delivery to an assigned block of clients • Resolve moderately 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 • Assist client services management in conducting client meetings as needed • Inputs data into appropriate software for vendors/carriers/clients within required timeframe • Coordinate employee communications for enrollment • Participate with new client set-up, renewals, and open enrollment 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 • Additional responsibilities as assigned • May provide guidance and direction to less experienced client service staff *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 Minimum Qualifications • 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

Requirements

Must-haves

#LI-KW1 #LI-Remote
Essential Functions and Primary Duties
Provide service delivery to an assigned block of clients
Resolve moderately 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
Assist client services management in conducting client meetings as needed
Inputs data into appropriate software for vendors/carriers/clients within required timeframe
Coordinate employee communications for enrollment
Participate with new client set-up, renewals, and open enrollment 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
Additional responsibilities as assigned
May provide guidance and direction to less experienced client service staff
Complexity is based on the degree of uncertainty, financial risk, technical requirements, urgency and volume or size.
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

Nice-to-haves

Bachelor's Degree

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