Senior Account Manager – Employee Benefits

CBIZ

Senior Account Manager providing service delivery and client relationship management for complex accounts in employee benefits. Building relationships and resolving customer service issues in a hybrid work environment.

Posted 7/1/2026part-timeTucson • Arizona • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates advanced customer service skills with over 5 years of experience in the insurance industry, effectively managing complex client relationships and service delivery. Proficient in maintaining data integrity and utilizing applicable technology to support client needs and communication.

Highest-signal resume keywords

Customer Service ExperienceInsurance Industry KnowledgeClient Relationship ManagementCommunication SkillsLicenses and Certifications

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data Integrity ManagementProject CoordinationRenewal PreparationClient System ImplementationOpen Enrollment Management

Soft Skills

Problem ResolutionTeam CollaborationCoaching and Mentoring

Tools & Technologies

Applicable Technology Proficiency

Certifications & Qualifications

Current Required Licenses

Industry Keywords

Customer ServiceInsuranceClient EngagementLegislation KnowledgeMarket Trends

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

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