Senior Account Manager

#LI-KW1 #LI-Hybrid
Essential Functions and Primary Duties

• 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

*Complexity is based on the degree of uncertainty, financial risk, technical requirements, urgency, and volume or size

Preferred Qualifications

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Bachelor's Degree
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Life, Accident and Health Insurance License
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Experience managing fully insured, level-funded, and self-funded groups (majority are fully-insured groups)
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Open Enrollment and renewal experience
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Bachelor's degree in business, Human Resources, or a related field preferred.
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Relevant certifications (e.g., Life and Health License, CEBS) are a plus
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Proficiency in Employee Navigator
Qualifications Required
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High School Diploma or GED required
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More than 5 years customer service experience in the insurance industry required
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Must maintain current required licenses and certifications relevant to field of expertise
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Demonstrates the ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
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Advanced customer service skills
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Proficient use of applicable technology
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Ability to work in team environment as well as independently
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Must be able to travel based on client and business needs