Senior Account Manager | Property & Casualty (Hybrid) Position Available In Montgomery, Pennsylvania

Reference #: 19356

Status Category:

Full-TimeExempt/Non-Exempt:

ExemptJob Code:

BI0117CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 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.

• Essential Functions and Primary Duties
• Provide service delivery to an assigned block of more
• complex commercial insurance clientsResolve the most complex customer service problems directlyAct as an outward-facing, dedicated resource for assigned accounts, with direct client contact on assigned accountsBuild relationships with clients and serve as the primary point of contact for overall and day-to-day service deliveryRepresent client internally and coordinate with other functions to implement client systems, complete projects, and address ongoing service needsEscalate client concerns when appropriateMaintain data integrity and quality with any applicable software on a timely basisTake lead on designated renewals; prepare renewal information and present the CBIZ solutionWorks with senior staff to create needed communication materialsOversee new client set-up, renewals and meetingsEstablish and preserve a solid business rapport with clients and vendorsDiscuss with clients applicable legislation and market trendsGenerate client interest in additional lines of coverageCoach and assist less tenured client services staffAdditional responsibilities as assigned•Complexity is based on the degree of uncertainty, financial risk, technical requirements, urgency and volume or size.
• Preferred Qualifications
• Bachelor’s degreeValid Property & Casualty LicenseProfessional designations
• Minimum Qualifications
• High School Diploma or GED requiredMore than 5 years customer service experience in the insurance industry requiredMust maintain current required licenses and certifications relevant to field of expertiseDemonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyAdvanced customer service skillsProficient use of applicable technologyAbility to work in team environment as well as independentlyMust be able to travel based on client and business needs#LI-KW1 #LI-HybridCBIZ.

Jobs Category:

Client Management

REASONABLE

ACCOMMODATIONIf you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.

EQUAL OPPORTUNITY EMPLOYERCBIZ

is an equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visitNotice to Third-Party AgenciesCBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant’s resume will become th property of

CBIZ. CBIZ

will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.

CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, marital status, military status, veteran status, sexual orientation, gender identity, disability, or medical condition or any other reason prohibited by law.