Account Manager | Employee Benefits
CBIZ
Salary undisclosed
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Description
- 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 (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
- 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
- Additional responsibilities as assigned
- May provide guidance and direction to less experienced client service staff
*Complexity is based on the degree of uncertainty, financial risk, technical requirements, urgency and volume or size.
- Bachelor's Degree
- Life, Accident and Health Insurance License
Qualifications
Minimum Qualifications
- 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
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
CBIZ is seeking an Account Manager for its employee benefits practice in Minneapolis. You would manage a dedicated portfolio of employer clients, serving as their primary contact for day-to-day service delivery and strategic guidance. The role blends direct client relationship-building with internal coordination—you'll represent clients across the organization, facilitate enrollment processes, participate in renewals and open enrollment meetings, and help identify opportunities for additional coverage lines. You'll also handle moderately complex service issues, input data into vendor systems, and keep clients informed about relevant legislation and market trends.
The position requires a minimum of three to five years in insurance customer service and a high school diploma, though a bachelor's degree and Life, Accident and Health Insurance License are preferred. You'll need strong communication skills across all organizational levels, proficiency with relevant technology, and the ability to work both independently and as part of a team. Some travel is expected based on client and business needs. This role suits someone who enjoys sustained client relationships, can manage multiple priorities, and is comfortable representing clients internally while coordinating across departments to deliver results.
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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 Account Manager | Employee Benefits postings in Minneapolis, and analyze any offer before you accept it.
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