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Senior Account Manager | Employee Benefits (Hybrid)

CBIZ
United States, Missouri, Kansas City
700 West 47th Street (Show on map)
Jan 29, 2025

Status Category:
Full-Time
Exempt/Non-Exempt:
Exempt
Scheduled Hours Per Week:
40
Job Code:
BI0128

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 21 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.

Position Overview:
We are seeking a dedicated and experienced Senior Account Manager to join our Employee Benefits Division. This individual will be responsible for managing a book of business, fostering strong client relationships, and delivering exceptional service to mid to large-market clients. The Sr. AM will act as the primary point of contact for clients, ensuring their benefits programs are effectively managed and aligned with their organizational goals.

Essential Functions and Primary Duties

Key Responsibilities:

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.

Preferred Qualifications

  • Proven track record of managing mid-market clients
  • Life, Accident, and Health Insurance License for Missouri/Kansas
  • Experience managing fully insured, level-funded, and self-funded groups (majority are fully-insured 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 Required
  • 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 the 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

    #LI-CM #LI-hybrid



CBIZ.Jobs Category: Client Management

REASONABLE ACCOMMODATION

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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 EEO is the Law and EEO is the Law Supplement.



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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.




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