Account Manager | Employee Benefits (Hybrid)

Client Management

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 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

Client Relationship Management : Serve as the primary liaison for a portfolio of mid- to large-market clients. Build and maintain strong, long-term relationships with clients, understanding their business needs and objectives. Proactively address client concerns and provide timely resolutions to ensure satisfaction.

Open Enrollment and Renewal Meetings : Plan, coordinate, and conduct open enrollment meetings to educate clients and their employees about their benefits offerings. Lead renewal meetings to review plan performance, present renewal options, and guide clients in selecting optimal benefits solutions. Deliver engaging and informative presentations tailored to client-specific needs.

Strategic Consulting : Analyze client needs and provide strategic recommendations for employee benefits plans, ensuring alignment with market trends and regulatory requirements. Collaborate with internal teams to design and implement customized benefits solutions. Stay informed about industry trends, new products, and legislative changes impacting employee benefits.

Account Management : Oversee the day-to-day management of client accounts, ensuring timely and accurate delivery of services. Coordinate with carriers, vendors, and internal teams to resolve issues and implement client requests. Monitor plan performance and provide regular updates and reporting to clients.

Compliance and Documentation : Ensure all client accounts are managed in compliance with applicable laws and regulations. Maintain accurate and up-to-date records of client interactions, benefits plans, and related documentation.

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, 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. Assist client services management in conducting client meetings as needed. Input data into appropriate software for vendors / carriers / clients within required timeframe. Coordinate employee communications for enrollment. Participate with 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. Ensure that all internal controls and procedures are followed. Generate client interest in additional lines of coverage. Additional responsibilities as assigned. May provide guidance and direction to less-experienced client service staff.

Preferred Qualifications

Proven track record of managing mid to large-market client accounts. Life, Accident, and Health Insurance License for Minnesota. Experience managing fully insured, level-funded and self-funded groups. Open Enrollment and renewal experience. Bachelor's degree in Business, Human Resources, or a related field preferred. Relevant certifications (e.g., Life and Health License, CEBS) are a plus. Proficient in Employee Navigator.

Minimum Qualifications

High School Diploma or GED required. 3 to 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. Effective 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.

What We Offer

Competitive salary and performance-based incentives. Comprehensive benefits package, including health, dental, vision, and retirement plans. Opportunities for professional growth and development. A collaborative and supportive work environment.

If you are passionate about employee benefits and thrive in a client-focused role, we invite you to join our team and make a difference in the lives of our clients and their employees. The annual salary target for this job in this market is $75,000-$85,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. Outside of base compensation, there are opportunities for commissions and / or Annual Bonuses (variable, depending on the firm and associate performance).

Reasonable Accommodation

If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.

Equal Opportunity Employer

CBIZ is an 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.

Notice to Third-Party Agencies CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing / employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing / employment agency, person or entity.