CBIZ
Senior Account Manager | Property & Casualty (Hybrid)
CBIZ, Titusville, New Jersey, us, 08560
CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.
CBIZ strives to be our team members employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Essential Functions and Primary Duties
Provide service delivery to an assigned block of more *complex commercial insurance clients
Resolve the most complex customer service problems directly
Act as an outward-facing, dedicated resource for assigned accounts, with direct client contact (not call center) on assigned accounts
Build relationships 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
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 meetings
Establish and preserve a solid business rapport with clients and vendors
Discuss with clients applicable legislation and market trends
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
Valid Property & Casualty license
Professional designations
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 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 The annual salary target for this job in this market is $85,000 - $100.000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. The compensation above is not representative of an employees total compensation.Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more. #LI-KW1 #LI-Hybrid #J-18808-Ljbffr
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 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 The annual salary target for this job in this market is $85,000 - $100.000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. The compensation above is not representative of an employees total compensation.Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more. #LI-KW1 #LI-Hybrid #J-18808-Ljbffr