Senior Account Manager Property & Casualty

With over 120 offices and nearly 7,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

CBIZ has been honored to be the recipient of several national recognitions for 2023:

Best and Brightest Companies to Work for in the Nation

Top Workplaces USA

Top Places to Work in Insurance

Best and Brightest Companies in Wellness

Great Place to Work Certification

CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER).

Essential Functions and Primary Duties

Provide service delivery to an assigned block of more *complex commercial insurance clients

Resolve the most complex customer service problems directly

Act as an outward-facing, dedicated resource for assigned accounts, with direct client contact on assigned accounts

Build relationships with 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 meetings

Establish and preserve a solid business rapport with clients and vendors

Discuss with clients applicable legislation and market trends

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

Bachelor's degree

Minimum Qualifications

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 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

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