Senior Account Manager - Property & Casualty
Company: CBIZ, Inc.
Location: Boca Raton
Posted on: September 14, 2023
Job Description:
Senior Account Manager - Property & Casualty 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 more *complex
commercial insurance clients
- Resolve the most 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
- 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
- Must maintain current required licenses and certifications
relevant to field of expertiseMinimum 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
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 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 .
Keywords: CBIZ, Inc., Boca Raton , Senior Account Manager - Property & Casualty, Executive , Boca Raton, Florida
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