Associate Account Manager | Property & Casualty

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Essential Functions and Primary Duties

• Provide service delivery as delegated by senior staff for commercial insurance accounts
• Resolve customer service problems that are basic and routine and solved by application of procedures or guidance, or referred on to others for resolution
• Build relationships with clients and assist senior staff in the delivery of day-to-day service delivery
• Assist senior staff with implementing client systems, completing projects, and addressing ongoing service needs
• Escalate client concerns when appropriate
• Inputs data into appropriate software for vendors / carriers / clients within required timeframe
• Assist senior staff with the participation of new client set-up, renewals, and meetings
• Establish and preserve a solid business rapport with clients and vendors
• Ensure that all internal controls and procedures are followed
• Generate client interest in additional lines of coverage
• Additional responsibilities as assigned

Preferred Qualifications

Minimum Qualifications

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