Account Manager – Property & Casualty
CBIZ
full-time
Posted on:
Location Type: Hybrid
Location: Kansas City • Kansas, Montana • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- 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
Requirements
- 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
- 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
Benefits
- Health insurance
- Paid time off
- Flexible work arrangements
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
customer servicedata inputclient communicationproject coordinationenrollment coordinationclient set-uprenewalsopen enrollment
Soft skills
relationship buildingproblem resolutioncommunicationteamworkindependenceguidancedirection
Certifications
insurance licensescertifications relevant to field