Personal Lines Client Service Manager - Property & Casualty
Company: CBIZ
Location: Boca Raton
Posted on: September 19, 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
- Support in developing, implementing, monitoring and
continuously improving upon client service team deliverables for
new and renewal business -
- Utilizes tools to monitor and ensure service team adheres to
service standards including timelines of deliverables of assigned
accounts - -
- Analyze and resolve problems -
- Assumes accountability for decisions made by direct reports
-
- Interpret policies and demonstrate solid subject matter
knowledge -
- Exercise judgement within defined procedures and policies to
determine appropriate action -
- Ensure team members understand and can deliver on CBIZ's
Business Proposition -
- Provide leadership, coaching, mentoring, training of staff
including conducting employee performance evaluations and
onboarding new team members -
- Influence the direction for new or revised services, programs,
processes, standards, and / or operation plans -
- May spend a portion of time performing individual tasks /
strategic tasks related to the unit, however, supervisory
activities constitute the primary responsibilities of the role
-
- Provide input and participate in hiring decisions, disciplinary
actions, and performance evaluations and rewards -
- Execute annual goals and priorities -
- Ability to support on any and all client matters as needed
-
- Collaborate efficiently with carrier partners and stay abreast
of new products and market trends -
- Ensure compliance with all regulatory guidelines
- Additional responsibilities as assigned
Preferred Qualifications
- Bachelor's degree
Qualifications Required
- High School Diploma or GED required
- Over 6 years of experience managing multiple clients of
increasing complexity in the insurance industry
- Must maintain current required licenses and certifications
relevant to field of expertise
- Technical knowledge relative to industry and incorporating
contract provisions, renewal and claims processing, plan knowledge,
and carrier funding
- Expertise in managing clients with alternative funding
arrangements
- Proficient use of applicable technology
- Expert knowledge of state and federal legislation
- Sets priorities and manages work flow to ensure efficient,
timely, and accurate deliverables
- Demonstrated ability to communicate verbally and in writing
throughout all levels of organization, both internally and
externally
- Advanced problem solving and critical thinking skills
- Must be able to travel based on client and business needs
Keywords: CBIZ, Boca Raton , Personal Lines Client Service Manager - Property & Casualty, Executive , Boca Raton, Florida
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