Senior Account Manager | Employee Benefits

CBIZ•Dublin, OH

15d•$70,000 - $90,000•Hybrid

About The Position

The Senior Account Manager provides service delivery to an assigned block of complex employee benefits clients. This outward-facing role typically involves direct contact with employer or group clients and serves as the primary point of contact for overall and day-to-day service delivery. The account manager resolves complex customer service problems, represents clients internally, coordinates with other functions to implement systems and complete projects, and escalates concerns when appropriate. The role leads designated renewals, prepares and presents renewal information and solutions, oversees new-client setup and open enrollment meetings, and maintains timely and accurate data in applicable software. It also involves building relationships with clients and vendors, discussing relevant legislation and market trends, identifying interest in additional coverage lines, and coaching less-tenured client services staff. Travel may be required based on client and business needs.

Requirements

High school diploma or GED.
More than 5 years of customer service experience in the insurance industry.
Maintain current licenses and certifications required for the field of expertise.
Ability to communicate verbally and in writing throughout all levels of the organization, internally and externally.
Advanced 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.
Bachelor's degree in business, Human Resources, or a related field.
Life, Accident and Health Insurance License.
Experience managing fully insured, level-funded, and self-funded groups; most 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 complex clients.
Resolve complex customer service problems directly.
Serve as an outward-facing, dedicated resource for assigned accounts, typically through direct client contact.
Build relationships with employer/group clients and act 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.
Maintain timely data integrity and quality in applicable software.
Lead designated renewals, prepare renewal information, and present the CBIZ solution.
Work with senior staff to create communication materials.
Oversee new-client setup, renewals, and open enrollment meetings.
Establish and preserve 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.
Travel based on client and business needs.