CBIZ
Senior Account Manager | Property & Casualty (Hybrid)
CBIZ, Kansas City, Missouri, United States, 64101
Status Category:
Full-Time Exempt/Non-Exempt:
Exempt Job Code:
BI0117
Overview 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 on 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
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
#LI-KW1 #LI-Hybrid
EEO and Accommodation REASONABLE ACCOMMODATION If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.
EQUAL OPPORTUNITY EMPLOYER CBIZ is an 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. For more information about your EEO rights as an applicant, please visit Know Your Rights.
Notice to Third-Party Agencies
CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.
#J-18808-Ljbffr
Full-Time Exempt/Non-Exempt:
Exempt Job Code:
BI0117
Overview 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 on 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
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
#LI-KW1 #LI-Hybrid
EEO and Accommodation REASONABLE ACCOMMODATION If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.
EQUAL OPPORTUNITY EMPLOYER CBIZ is an 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. For more information about your EEO rights as an applicant, please visit Know Your Rights.
Notice to Third-Party Agencies
CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.
#J-18808-Ljbffr