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Account Manager -Property & Casualty Insurance Job in Cleveland, Ohio US

Account Manager -Property & Casualty Insurance

CBIZ Operations, Inc. - Cleveland, OH

Posted: 3/30/2021 - Expires: 6/28/2021

Job ID: 225758930

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Job Description

Status Category:

Full-Time



 Exempt/Non-Exempt:

Exempt



 Scheduled Hours Per Week:

40



 Job Code:

BI0112

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:

* 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work

* 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence

* Top 101 2020 Best and Brightest Companies to Work For in the Nation

* 2020 Healthiest 100 Workplace in America

* 2021 Top Workplaces USA

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. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER).

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, 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.

Preferred Qualifications

Bachelor's degree

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.Jobs Category: Benefits & Insurance

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EQUAL OPPORTUNITY EMPLOYER

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, 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 visit these following pages EEO is the Law and EEO is the Law Supplement.

PAY TRANSPARENCY PROTECTION NOTIFICATION

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.

Identified Skills


Job Summary

Employment Type:
Full Time Employee
Job type:
Federal Contractor
Skill Based Partner:
No
Education Level:
High school graduate
Work Days:
Mon, Tue, Wed, Thu, Fri
Job Reference Code
52866033
Salary
N/A
Licenses / Certifications:
N/A
Display Recommended WorkKeys®Recommended WorkKeys®:
N/A