Account Manager – Employee Benefits

🔥 10 horas atrás

🎸 Tennessee – Remoto

🎸 Tennessee – Remote

💵 $50.000 - $65.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💰 Gerente de Contas

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CBIZ

SiteLinkedInTodas as Vagas

10.000+ funcionários

Fundada em 1996

🤝 B2B

💸 Finanças

🏢 Corporativo

B2B • Finance • Enterprise

A CBIZ é uma empresa nacional de serviços profissionais voltada para o mercado intermediário que oferece soluções de contabilidade, impostos, consultoria, benefícios, seguros e tecnologia para empresas e organizações. A empresa combina relacionamentos locais com recursos nacionais para entregar serviços incluindo auditoria e atestação (por meio de sua entidade contábil licenciada), planejamento e conformidade tributária, riscos e consultoria, administração de RH e benefícios, soluções de seguros, assessoria em investimentos e transações, e serviços de tecnologia e cibersegurança. A CBIZ se concentra em orientações específicas por indústria e insights orientados por dados para ajudar os clientes a crescer, gerenciar riscos e melhorar operações.

Descrição

• 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​

🎯 Requisitos

• 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