Small Group Account Manager

CBIZ enables you to dedicate your time to critical business matters by providing custom solutions that help you manage your finances and employees.

Account Manager is responsible for the day to day execution of client services administration for an assigned block of clients. In this important role, the Account Manager is the “face” of CBIZ to our clients, solving complex customer service problems, maintaining data integrity and quality, preparing RFPs and taking the lead on renewals. Account Managers serve as the client’s point of contact for all issues and services related to the account.

* Provide administrative support to an assigned block of clients * Resolve the most complex customer service problems directly * Support senior level client services team members * Day to day contact for client for service needs * Escalate client concerns when appropriate * Ability to conduct client meetings as needed * Maintain data integrity and quality with any applicable software on a timely basis * Take lead on designated renewals: prepare RFP, collect and review competitive proposals, prepare renewal presentation illustrating market offerings and present the CBIZ recommendation * Coordinate employee communications for enrollment * Oversee new client set-up, renewals and open enrollment meetings * Establish and preserve a solid business rapport with clients and vendors * Educate clients on applicable legislation and market trends * Generate client interest in additional lines of coverage and cross serving opportunities * Additional responsibilities as assigned

* High School Diploma or GED equivalent required; Bachelor’s degree preferred * 1-3 years industry experience in employee benefits and insurance required * Familiarity with the Patient Protection and Affordable Care Act * Strong communication skills both oral and written with all levels of an organization, both internally and externally * Must obtain and preserve required licenses/certifications as required * Proficient use of applicable technology * Able to work in a team environment as well as independently * Must be able to travel based on client and business needs