Associate Account Manager | Property & Casualty

Associate Account Manager | Property & Casualty Job Description Essential Functions And Primary Duties

• Provide service delivery to commercial insurance accounts as delegated by senior staff
• 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

• Bachelor's degree
• Valid 4-40 or 2-20 license

• High School Diploma or GED required
• Less than 3 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
• Effective 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

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.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Sarasota, FL $-$ 5 months ago