With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the recipient of several national recognitions: 2019 America's Best Mid-Size Employers by Forbes, 2019 Best Workplaces in Consulting & Professional Services by Great Place to Work® and FORTUNE, 2019 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources.
CBIZ has been honored to be the recipient of several national recognitions:
2020 Best Workplaces in Consulting & Professional Services by Great Place to Work®
2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
Top 101 2020 Best and Brightest Companies to Work For in the Nation
2020 Healthiest 100 Workplace in America
2021 Top Workplaces USA
CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. By offering this range of services, we are able to help clients eliminate the inefficiencies associated with the use of multiple vendors. Ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER), we have approximately 1,500 professionals in 75 offices nationwide. Clients in a wide array of industries rely on us for national-caliber expertise and technical depth combined with highly personalized, local service.
Essential Functions and Primary Duties
Provide service delivery to an assigned block of more complex* clients
Resolve the most 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
Maintain data integrity and quality with any applicable software on a timely basis
Take the lead on designated renewals; prepare renewal information and present the CBIZ solution
Works with senior staff to create needed communication materials
Oversee 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
Generate client interest in additional lines of coverage
Coach and assist less tenured client services staff
Additional responsibilities as assigned
*Complexity is based on the degree of uncertainty, financial risk, technical requirements, urgency, and volume or size.
Life, Accident and Health Insurance License
High School Diploma or GED required
More than 5 years of customer service experience in the insurance industry required
Must maintain current required licenses and certifications relevant to the field of expertise
Demonstrates the ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
Advanced customer service skills
Proficient use of applicable technology
Ability to work in a team environment as well as independently
Must be able to travel based on client and business needs
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EQUAL OPPORTUNITY EMPLOYER
CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages [ Link Removed ] and [ Link Removed ] .