Senior Account Manager | Employee Benefits

CBIZ•Vinings, GA

2d•Hybrid

About The Position

This role is for a Senior Account Manager focused on Employee Benefits. The position involves providing service delivery to an assigned block of complex clients, resolving complex customer service problems, and acting as a dedicated, outward-facing resource with direct client contact. The Senior Account Manager will build relationships with employer/group clients, serve as the primary point of contact for service delivery, and represent clients internally by coordinating with other functions to implement systems, complete projects, and address ongoing service needs. The role also includes escalating client concerns when appropriate, maintaining data integrity in applicable software, taking the lead on designated renewals by preparing information and presenting the CBIZ solution, and working with senior staff to create communication materials. Additionally, the position oversees new client set-up, renewals, and open enrollment meetings, establishes and preserves business rapport with clients and vendors, discusses applicable legislation and market trends with clients, generates client interest in additional lines of coverage, and coaches less tenured client services staff. Complexity is based on the degree of 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 (not call center) on assigned accounts
Build relationships with employer/group clients (not individual members) 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