#LI-KW1 #LI-Remote
RESPONSIBILITIES
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 Degree
Life, Accident and Health Insurance License
QUALIFICATIONS
Minimum 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
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to
middle-market businesses nationwide. With industry knowledge and expertise in
accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers
actionable insights to help clients anticipate what is next and discover new
ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major
markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an
environment where team members are appreciated, recognized for their
contributions, and provided with opportunities to grow, both personally and
professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of
accounting services in the United States. CBIZ CPAs is an independent CPA firm
that provides audit, review and attest services, while CBIZ provides business
consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs
operates under its previous name, Mayer Hoffman McCann P.C.