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About the job

#LI-KW1 #LI-Hybrid

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

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.