
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.
🔥 14 hours ago
🦀 Maryland – Remote
💵 $50k - $70k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💰 Account Manager
🦅 H1B Visa Sponsor
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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.
• Serve as the primary client contact for an assigned book of Select Business commercial insurance accounts • Manage day-to-day service needs, including policy changes, endorsements, certificates of insurance, billing inquiries, audits, claims assistance, and coverage questions • Perform proactive account management activities to support client retention and satisfaction • Coordinate renewals, gather underwriting information, market accounts, prepare renewal proposals, and review coverage options with clients • Advise clients on commercial insurance coverages and risk management solutions • Build and maintain relationships with clients, carriers, underwriters, and internal team members • Respond to client requests accurately and efficiently within service standards and timelines • Review policies and endorsements and communicate coverage details to clients • Identify coverage gaps and refer opportunities for additional insurance products and services to Producers • Maintain accurate client records in the agency management system and carrier platforms • Assist with claims reporting and coordination • Monitor market conditions, carrier appetite changes, industry trends, and relevant insurance products • Ensure compliance with agency procedures, carrier requirements, and regulatory standards • Collaborate with Producers and service team members to provide a positive client experience • Perform additional responsibilities as assigned
• 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 • Active Property & Casualty Insurance License required or ability to obtain within a designated timeframe • Experience servicing small business commercial insurance accounts • Working knowledge of commercial insurance coverages • Excellent organizational skills with the ability to manage a high-volume book of business and multiple priorities • Strong attention to detail and commitment to accuracy • Proficiency with Microsoft Office Suite and CRM technologies
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