CBIZ
Account Manager | Property & Casualty
CBIZ, Palm Beach Gardens, Florida, United States,
Status Category:Full-Time
Exempt/Non-Exempt:Exempt
Scheduled Hours Per Week:37.5
Job Code:BI0112
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 is honored to be the recipient of several national recognitions for 2023:Best and Brightest Companies to Work for in the NationTop Workplaces USABest Places to Work in InsuranceBest and Brightest Companies in WellnessGreat 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 DutiesProvide service delivery to an assigned block of commercial insurance clientsResolve moderately *complex customer service problems directlyAct as an outward-facing, dedicated resource for assigned accounts, with direct client contact on assigned accountsBuild relationships with clients and serve as the primary point of contact for overall and day-to-day service deliveryRepresent client internally and coordinate with other functions to implement client systems, complete projects, and address ongoing service needsEscalate client concerns when appropriateAssist client services management in conducting client meetings as neededInputs data into appropriate software for vendors/carriers/clients within required timeframeParticipate with new client set-up, renewals, and meetingsEstablish and preserve a solid business rapport with clients and vendorsDiscuss with clients applicable legislation and market trendsEnsure that all internal controls and procedures are followedGenerate client interest in additional lines of coverageAdditional responsibilities as assignedMay 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 QualificationsBachelor's degree
Minimum QualificationsHigh School Diploma or GED required3 to 5 years customer service experience in the insurance industry requiredMust maintain current required licenses and certifications relevant to field of expertiseDemonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyEffective customer service skillsProficient use of applicable technologyAbility to work in team environment as well as independentlyMust be able to travel based on client and business needs
#LI-KW1 #LI-HybridCBIZ.Jobs Category: Client ManagementREASONABLE ACCOMMODATIONIf 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 EMPLOYERCBIZ 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.PAY TRANSPARENCY PROTECTION NOTIFICATIONNotice to Third-Party AgenciesCBIZ 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.
Exempt/Non-Exempt:Exempt
Scheduled Hours Per Week:37.5
Job Code:BI0112
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 is honored to be the recipient of several national recognitions for 2023:Best and Brightest Companies to Work for in the NationTop Workplaces USABest Places to Work in InsuranceBest and Brightest Companies in WellnessGreat 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 DutiesProvide service delivery to an assigned block of commercial insurance clientsResolve moderately *complex customer service problems directlyAct as an outward-facing, dedicated resource for assigned accounts, with direct client contact on assigned accountsBuild relationships with clients and serve as the primary point of contact for overall and day-to-day service deliveryRepresent client internally and coordinate with other functions to implement client systems, complete projects, and address ongoing service needsEscalate client concerns when appropriateAssist client services management in conducting client meetings as neededInputs data into appropriate software for vendors/carriers/clients within required timeframeParticipate with new client set-up, renewals, and meetingsEstablish and preserve a solid business rapport with clients and vendorsDiscuss with clients applicable legislation and market trendsEnsure that all internal controls and procedures are followedGenerate client interest in additional lines of coverageAdditional responsibilities as assignedMay 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 QualificationsBachelor's degree
Minimum QualificationsHigh School Diploma or GED required3 to 5 years customer service experience in the insurance industry requiredMust maintain current required licenses and certifications relevant to field of expertiseDemonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyEffective customer service skillsProficient use of applicable technologyAbility to work in team environment as well as independentlyMust be able to travel based on client and business needs
#LI-KW1 #LI-HybridCBIZ.Jobs Category: Client ManagementREASONABLE ACCOMMODATIONIf 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 EMPLOYERCBIZ 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.PAY TRANSPARENCY PROTECTION NOTIFICATIONNotice to Third-Party AgenciesCBIZ 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.