CBIZ

Senior Account Manager – Property & Casualty

CBIZ

full-time

Posted on:

Location Type: Hybrid

Location: Kansas City • Kansas • Montana • United States

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Job Level

Senior

About the role

  • Provide service delivery to an assigned block of more complex 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 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
  • 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 open enrollment meetings
  • Establish and preserve a solid business rapport with clients and vendors
  • Discuss applicable legislation and market trends with clients
  • Generate client interest in additional lines of coverage
  • Coach and assist less tenured client services staff
  • Additional responsibilities as assigned

Requirements

  • 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 needs
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
customer servicedata integrityproject managementcommunication materials preparationclient system implementationrenewal information preparationopen enrollment managementcoachingproblem resolution
Soft Skills
relationship buildingcommunicationteamworkindependenceclient rapportleadershipservice deliveryescalation managementadaptability
Certifications
insurance licensesrelevant certifications