Senior Account Manager | Employee Benefits
CBIZ
Salary undisclosed
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Description
- 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
Qualifications
Qualifications Required
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
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Benefits
- health insurance
About this role
At CBIZ's Atlanta office, this role centers on managing a portfolio of complex employer benefit clients and serving as their dedicated point of contact for day-to-day service delivery. You'll handle the most intricate customer problems directly, oversee renewals and open enrollment meetings, coordinate implementation across internal teams, and build lasting relationships with group clients. The work involves representing clients internally, maintaining data quality, and identifying opportunities to expand coverage offerings—all while coaching junior staff and staying current on relevant legislation and market trends.
The position requires at least five years in insurance customer service, a current Life and Health Insurance License, and ideally a bachelor's degree in business or HR. You should be comfortable working with fully insured, level-funded, and self-funded groups; have hands-on renewal and open enrollment experience; and be proficient in Employee Navigator software. Strong communication skills, the ability to work both independently and collaboratively, and willingness to travel as needed round out the core requirements. This is an in-office role in Atlanta suited to someone ready to step into a senior position managing high-stakes accounts and mentoring others.
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Pay for this role
The employer didn't post a pay range for this role. That usually means pay is set in negotiation, which favors whoever arrives with numbers. Check ranges on comparable Senior Account Manager | Employee Benefits postings in Atlanta, and analyze any offer before you accept it.
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