Senior Account Manager | Employee Benefits
About The Position
This role is responsible for providing service delivery to an assigned block of more complex clients, resolving complex customer service problems, and acting as an outward-facing, dedicated resource for assigned accounts. The Senior Account Manager will build relationships with employer/group clients and serve as the primary point of contact for overall and day-to-day service delivery. This position will represent clients internally, coordinate with other functions to implement client systems, complete projects, and address ongoing service needs. The role involves maintaining data integrity, leading designated renewals, preparing renewal information, and presenting solutions. Additionally, the Senior Account Manager will oversee new client set-up, renewals, and open enrollment meetings, establish business rapport with clients and vendors, discuss legislation and market trends, and generate client interest in additional coverage. The position also includes coaching less experienced client services staff. Complexity is determined by uncertainty, financial risk, technical requirements, urgency, and volume or size.
Requirements
- High School Diploma or GED required
- More than 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 the organization, both internally and externally
- Advanced 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
- Experience managing fully insured, level-funded, and self-funded groups (majority are fully-insured groups)
- Open Enrollment and renewal experience
- Bachelor's degree in business, Human Resources, or a related field preferred
- Relevant certifications (e.g., Life and Health License, CEBS) are a plus
- 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 an outward-facing, dedicated resource for assigned accounts, typically with direct client contact on assigned accounts
- Build relationships with employer/group clients 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
- Maintain data integrity and quality with any applicable software on a timely basis
- Take lead on designated renewals; prepare renewal information and present the CBIZ solution
- Works with senior staff to create needed communication materials
- Oversee new client set-up, renewals, and open enrollment meetings
- Establish and preserve a 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
- Additional responsibilities as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
