Account Manager | Employee Benefits

CBIZ•Tucson, AZ

7d•Hybrid

About The Position

The Account Manager provides service delivery to an assigned block of employee benefits clients, serving as an outward-facing resource and primary contact for overall and day-to-day service needs. The role works with employer and group clients—not individual members—and coordinates internally with other functions and externally with vendors to implement systems, complete projects, and address ongoing needs. The position may provide guidance to less experienced client service staff and may involve travel based on client and business needs.

Requirements

High school diploma or GED required.
3 to 5 years of customer service experience in the insurance industry required.
Maintain current required licenses and certifications relevant to the field of expertise.
Ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally.
Effective customer service skills.
Proficient use of applicable technology.
Ability to work in a 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.
Serve as a dedicated, outward-facing resource for assigned accounts, typically with direct client contact rather than call-center contact.
Build relationships with employer and group clients and act as the primary point of 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, renewals, and open enrollment meetings.
Establish and preserve a solid business rapport 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.
Travel based on client and business needs.