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Personal Lines Account Manager - Property & Casualty

Company: CBIZ
Location: Delray Beach
Posted on: January 12, 2021

Job Description:

With over 100 offices and nearly 5,000 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: * 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work-- * 2019 America's Best Mid-Size Employers by Forbes * 2019 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence * Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources 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 clients* Resolve moderately *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* Assist client services management in conducting client meetings as needed* Inputs data into appropriate software for vendors/carriers/clients within required timeframe* Coordinate employee communications for enrollment* Participate with new client set-up, renewals, and open enrollment meetings* Establish and preserve a solid business rapport with clients and vendors* Discuss with clients applicable legislation and market trends* Ensure that all internal controls and procedures are followed* Generate client interest in additional lines of coverage * Additional responsibilities as assigned* May provide guidance and direction to less experienced client service staff*Complexity is based on the degree of uncertainty, financial risk, technical requirements, urgency and volume or size.Preferred Qualifications* Bachelor's degreeMinimum Qualifications* High School Diploma or GED required* 3 to 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* Effective 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

Keywords: CBIZ, Delray Beach , Personal Lines Account Manager - Property & Casualty, Executive , Delray Beach, Florida

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