
10,000+ employees
Founded 1996
🛡️ Insurance
🏥 Healthcare
🏭 Manufacturing
Insurance • Healthcare • Manufacturing
CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations.
🔥 1 minute ago
🎸 Tennessee – Remote
💵 $50k - $65k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💰 Account Manager
🦅 H1B Visa Sponsor
👻 Ghost score 3%
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10,000+ employees
Founded 1996
🛡️ Insurance
🏥 Healthcare
🏭 Manufacturing
Insurance • Healthcare • Manufacturing
CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations.
• 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 with direct client contact • Build relationships with employer/group clients and serve as the primary point of contact for overall and day-to-day service delivery • Represent clients 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 • Input data into appropriate software for vendors, carriers, and clients within required timeframes • Coordinate employee communications for enrollment • Participate in new client set-up, renewals, and open enrollment meetings • Establish and preserve business rapport with clients and vendors • Discuss applicable legislation and market trends with clients • Ensure internal controls and procedures are followed • Generate client interest in additional lines of coverage • Provide guidance and direction to less experienced client service staff as needed
• 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
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