Account Manager Property & Casualty

Cbiz, Inc. Alpharetta , GA 30023

Posted 2 months ago

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the recipient of several national recognitions: 2018 America's Best Mid-Size Employers by Forbes, 2018 Best Workplaces in Consulting & Professional Services by Great Place to Work and FORTUNE, 2018 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources.

CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. By offering this range of services, we are able to help clients eliminate the inefficiencies associated with the use of multiple vendors. Ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER), we have approximately 1,500 professionals in 75 offices nationwide. Clients in a wide array of industries rely on us for national-caliber expertise and technical depth combined with high personalized, local service.

A CBIZ Commercial Lines Account Manager is responsible for the day to day execution of client services administration for an assigned block of clients. In this important role, the Account Manager is the "face" of CBIZ to our clients, solving complex customer service problems, maintaining data integrity and quality, preparing RFPs and taking the lead on renewals. Account Managers serve as the client's point of contact for all issues and services related to the account.

Essential Functions and Primary Duties:

  • Provide administrative support to an assigned block of clients

  • Resolve the most complex customer service problems directly

  • Support senior level client services team members

  • Day to day contact for client for service needs

  • Escalate client concerns when appropriate

  • Ability to conduct client meetings as needed

  • Maintain data integrity and quality with any applicable software on a timely basis

  • Take lead on designated renewals: prepare RFP, collect and review competitive proposals, prepare renewal presentation illustrating market offerings and present the CBIZ recommendation

  • Establish and preserve a solid business rapport with clients and vendors

  • Educate clients on applicable legislation and market trends

  • Generate client interest in additional lines of coverage and cross serving opportunities

  • Coach and assist less tenured client services staff

  • Additional responsibilities as assigned

Minimum Qualifications:

  • High School Diploma or GED equivalent required; Bachelor's degree preferred

  • 3 years' experience in insurance industry required

  • Strong communication skills both oral and written with all levels of an organization, both internally and externally

  • Ability to interact effectively and professionally with clients (internal and external)

  • Must obtain and preserve required licenses/certifications as required

  • Proficient use of applicable technology; experience with Sagitta and ImageRight a plus

  • Able to work in a team environment as well as independently

  • Must have experience in handling middle market and upper middle market clients

  • Must be able to travel based on client and business needs

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Account Manager Property & Casualty

Cbiz, Inc.