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Senior Account Manager - Property & Casualty

Company: CBIZ, Inc.
Location: Boca Raton
Posted on: May 23, 2023

Job Description:

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 commercial insurance 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 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
    • Assist client services management in conducting client meetings as needed -
    • Maintain data integrity and quality with any applicable software on a timely basis
    • Participate with new client set up, renewals and client 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 -
    • May provide guidance and direction to less experienced service staff -
    • Additional responsibilities as assigned*Complexity is based on the degree of uncertainty, financial risk, technical requirements, urgency and volume or size.Preferred Qualifications
      • Valid Property & Casualty 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
        • 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 needsREASONABLE 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 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 .

Keywords: CBIZ, Inc., Boca Raton , Senior Account Manager - Property & Casualty, Executive , Boca Raton, Florida

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