Account Manager | Employee Benefits

CBIZ•Minneapolis, MN

8h•$75,000 - $85,000•Hybrid

About The Position

This role serves as an outward-facing, dedicated resource for assigned accounts, acting as the primary point of contact for overall and day-to-day service delivery. The Account Manager will build relationships with employer/group clients, resolve customer service issues, and represent client needs internally by coordinating with other functions to implement systems, complete projects, and address ongoing service needs. The position involves inputting data, coordinating employee communications for enrollment, participating in new client set-ups, renewals, and open enrollment meetings, and establishing strong business rapport with clients and vendors. Additionally, the role requires discussing applicable legislation and market trends with clients, ensuring adherence to internal controls, generating interest in additional lines of coverage, and potentially providing guidance to less experienced staff. Complexity is determined by factors such as uncertainty, financial risk, technical requirements, urgency, and volume or size.

Requirements

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

Nice To Haves

Bachelor's Degree
Life, Accident and Health Insurance License

Responsibilities

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