Senior Account Manager | Employee Benefits

#LI-KW1 #LI-Hybrid 

• 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

Preferred Qualifications

• Bachelor's Degree

• Life, Accident and Health Insurance License

• Experience managing fully insured, level-funded, and self-funded groups (majority are fully-insured groups)

• Open Enrollment and renewal experience

• Bachelor's degree in business, Human Resources, or a related field preferred.

• Relevant certifications (e.g., Life and Health License, CEBS) are a plus

• Proficiency in Employee Navigator

   

Minimum Qualifications 

• 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