What are the responsibilities and job description for the Account Manager | Employee Benefits position at CBIZ?
With over 120 offices and nearly 7,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
CBIZ has been honored to be the recipient of several national recognitions:
- 2022 Best and Brightest Companies to Work for in the Nation
- 2023 Top Workplaces USA
- 2022 America's Best Mid-Size Employers
- 2022 Best and Brightest Companies in Wellness
- 2022 Great Place to Work Certification
CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER).
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.
- Bachelor's Degree
- Life, Accident and Health Insurance License
- Experience managing small-large market clients
- Experience with Fully-Insured and Self-Funded groups
- High School Diploma or GED required
- 3 to 5 years of 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
The annual salary target for this job in this market is $55,000-$ 75,000. 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 employee's 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 programs, and much more.
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CBIZ.Jobs Category: Benefits & Insurance
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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. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement. |
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PAY TRANSPARENCY PROTECTION NOTIFICATION |
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, marital status, military status, veteran status, sexual orientation, gender identity, disability, or medical condition or any other reason prohibited by law.
Salary : $55,000
