Senior Account Manager | Employee Benefits

CBIZ•Dublin, OH

13d•Hybrid

About The Position

The Senior Account Manager provides service delivery to an assigned block of complex employee-benefits clients, serving as the primary contact for overall and day-to-day service needs. The role involves direct interaction with employer and group clients, resolving complex service issues, coordinating internally to implement systems and projects, and escalating concerns when appropriate. The Senior Account Manager leads designated renewals, prepares and presents renewal information and solutions, and oversees new-client setup, renewals, and open-enrollment meetings. The position also supports client communications, maintains accurate data, discusses applicable legislation and market trends, identifies interest in additional coverage, and coaches less-tenured client-services staff. Additional responsibilities may be assigned.

Requirements

High school diploma or GED required.
More than 5 years of customer service experience in the insurance industry required.
Must 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, internally and externally.
Advanced customer service skills.
Proficient use of applicable technology.
Ability to work in a team environment as well as independently.
Ability to travel based on client and business needs.

Nice To Haves

Bachelor's degree; business, Human Resources, or a related field is preferred.
Life, Accident and Health Insurance License.
Experience managing fully insured, level-funded, and self-funded groups; the majority of groups are fully insured.
Open-enrollment and renewal experience.
Relevant certifications such as CEBS.
Proficiency in Employee Navigator.

Responsibilities

Provide service delivery to an assigned block of more complex clients.
Resolve the most complex customer service problems directly.
Act as a dedicated, outward-facing resource for assigned accounts, typically through direct client contact rather than a call center.
Build relationships with employer and group clients and serve 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.
Maintain data integrity and quality in applicable software on a timely basis.
Lead designated renewals, prepare renewal information, and present the CBIZ solution.
Work with senior staff to create needed communication materials.
Oversee new-client setup, renewals, and open-enrollment meetings.
Establish and preserve solid business rapport with clients and vendors.
Discuss applicable legislation and market trends with clients.
Generate client interest in additional lines of coverage.
Coach and assist less-tenured client-services staff.
Perform additional responsibilities as assigned.