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CBIZ

Senior Account Manager – Employee Benefits

CBIZ

Senior Account Manager managing employer/group clients in the insurance industry for CBIZ, Inc. Focused on service delivery, relationship-building, and client needs in Knoxville, TN.

Posted 6/2/2026full-timeKnoxville • Tennessee • 🇺🇸 United StatesSeniorWebsite

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 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

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

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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 managementlegislation discussionmarket trends analysis
Soft Skills
relationship buildingproblem resolutionteam collaborationindependent workverbal communicationwritten communicationcoachingbusiness rapport establishment
Certifications
insurance licensesrelevant certifications