What are the responsibilities and job description for the Senior Account Manager | Property & Casualty position at Century Business Services?
With over 120 offices and nearly 7,000 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 for 2023 :
Best and Brightest Companies to Work for in the Nation
Top Workplaces USA
Top Places to Work in Insurance
Best and Brightest Companies in Wellness
Great Place to Work Certification
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. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER).
Essential Functions and Primary Duties
Provide service delivery to an assigned block of more
complex commercial insurance clients
Resolve the most complex customer service problems directly
Act as an outward-facing, dedicated resource for assigned accounts, with direct client contact on assigned accounts
Build relationships with clients 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 lead on designated renewals; prepare renewal information and present the CBIZ solution
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.
Preferred Qualifications
Bachelor's degree
Professional designations
Experience using Sagitta agency management system
Minimum Qualifications
High School Diploma or GED required
More than 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
Advanced 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
Keep a pulse on the job market with advanced job matching technology.
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