Account Manager | Employee Benefits

CBIZ•Tucson, AZ

About The Position

The Account Manager provides service delivery to an assigned block of employee benefits clients, serving as a dedicated, outward-facing resource and primary point of contact for employer and group clients. The role handles day-to-day service needs, resolves moderately complex customer service issues, and represents clients internally by coordinating with other functions to implement systems, complete projects, and address ongoing requirements. The position also supports client meetings, new client setup, renewals, and open enrollment; coordinates employee enrollment communications; inputs data for vendors, carriers, and clients; and discusses applicable legislation and market trends. The Account Manager is expected to follow internal controls and procedures, maintain strong relationships with clients and vendors, and generate interest in additional coverage lines. The role may provide guidance to less experienced client service staff, and other responsibilities may be assigned. Complexity varies according to uncertainty, financial risk, technical requirements, urgency, and volume or size.

Requirements

High school diploma or GED.
Three to five years of customer service experience in the insurance industry.
Maintain current licenses and certifications required for the relevant field of expertise.
Ability to communicate verbally and in writing with all organizational levels, internally and externally.
Effective customer service skills.
Proficiency with applicable technology.
Ability to work both in a team environment and independently.
Ability 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.
Serve as a dedicated, outward-facing resource for assigned accounts, typically through direct client contact rather than call-center interactions.
Build relationships with employer and group clients, serving as the primary contact for overall and day-to-day service delivery.
Represent clients 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 with client meetings as needed.
Enter data into appropriate software for vendors, carriers, and clients within required timeframes.
Coordinate employee communications for enrollment.
Participate in new client setup, renewal, and open enrollment meetings.
Establish and maintain strong business relationships with clients and vendors.
Discuss applicable legislation and market trends with clients.
Ensure internal controls and procedures are followed.
Generate client interest in additional lines of coverage.
Provide guidance and direction to less experienced client service staff as needed.
Perform additional responsibilities as assigned.