Account Manager – Employee Benefits

CBIZ

Account Manager providing benefits services and client management for employer/group accounts. Delivering service and support through a hybrid role with engagement in client needs and problem resolution.

Posted 4/29/2026full-timeSan Jose • California • 🇺🇸 United StatesMid-LevelSenior💰 $75,000 - $95,000 per yearWebsite

About the role

Key responsibilities & impact

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 on assigned accounts
Build relationships with employer/group 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
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

Requirements

What you’ll need

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

customer servicedata inputclient communicationproject coordinationenrollment coordinationclient relationship managementproblem resolutioninternal controlslegislation knowledgemarket trends analysis

Soft Skills

effective communicationteamworkindependencerelationship buildingproblem-solvingclient advocacyorganizational skillsadaptabilityinterpersonal skillscustomer engagement

Certifications

insurance licensescustomer service certifications