Associate Account Manager | Property & Casualty

#LI-KW1 #LI-Hybrid

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.

Minimum Qualifications

• High School Diploma or GED required

• Less than 3 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

Essential Functions and Primary Duties

• Provide service delivery as delegated by senior staff
• Resolve customer service problems that are basic and routine and solved by application of procedures or guidance, or referred on to others for resolution
• Build relationships with employer/group clients (not individual members) and assist senior staff in the delivery of day-to-day service delivery
• Assist senior staff with implementing client systems, completing projects, and addressing ongoing service needs
• Escalate client concerns when appropriate
• Inputs data into appropriate software for vendors/carriers/clients within required timeframe
• Coordinate employee communications for enrollment
• Assist senior staff with the participation of new client set-up, renewals, and open enrollment meetings
• Establish and preserve a solid business rapport with clients and vendors
• Ensure that all internal controls and procedures are followed
• Generate client interest in additional lines of coverage
• Additional responsibilities as assigned

Preferred Qualifications

• Bachelor''s degree

Essential Functions and Primary Duties

• Provide service delivery as delegated by senior staff
• Resolve customer service problems that are basic and routine and solved by application of procedures or guidance, or referred on to others for resolution
• Build relationships with employer/group clients (not individual members) and assist senior staff in the delivery of day-to-day service delivery
• Assist senior staff with implementing client systems, completing projects, and addressing ongoing service needs
• Escalate client concerns when appropriate
• Inputs data into appropriate software for vendors/carriers/clients within required timeframe
• Coordinate employee communications for enrollment
• Assist senior staff with the participation of new client set-up, renewals, and open enrollment meetings
• Establish and preserve a solid business rapport with clients and vendors
• Ensure that all internal controls and procedures are followed
• Generate client interest in additional lines of coverage
• Additional responsibilities as assigned

Preferred Qualifications

• Bachelor''s degree