Status Category: Full-Time Exempt/Non-Exempt: Exempt Scheduled Hours Per Week: 40 Job Code: BI0126 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. Essential Functions and Primary Duties 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 clients 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 Inputs data into proper software for vendors/carriers/clients within the required timeframe Coordinate employee communications for enrollment Participate in 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 *Complexity is based on uncertainty, financial risk, technical requirements, urgency and volume or size. Preferred Qualifications Bachelor's Degree Active Life, Accident, and Health Insurance License Experience with self-funded groups Experience with Employer Navigator and EPIC 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 #LI-CM #LI-Hybrid CBIZ.Jobs Category: Client Management 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 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