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About the role
Key responsibilities & impact- 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
What you’ll need- 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 the 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
ATS Keywords
✓ Tailor your resumeApplicant 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 managementclient set-upcoaching
Soft Skills
relationship buildingproblem resolutionteamworkindependenceverbal communicationwritten communicationbusiness rapportclient interest generationleadership
Certifications
insurance licensescertifications relevant to field