Account Manager | Employee Benefits
CBIZ, Inc.
Columbia, MD (In Person)
Full-Time
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Job Description
#LI-KW1 #LI-Hybrid 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 Essential Functions and Primary Duties 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, direct client contact on assigned accounts Build relationships with employer/group clients 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 Travel to clients as needed •Complexity is based on the degree of uncertainty, financial risk, technical requirements, urgency and volume or size. Preferred Qualifications Bachelor's Degree Life, Accident and Health Insurance License Excellent Excel skills
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