Account Manager | Employee Benefits

Locations 160 W Santa Clara St Ste 675, San Jose, CA, 95113, US (Hybrid) Base Range Info Compensation for this role will be based on the background of the individual selected for this position. For more details see the “About Us” section. Base Range $75,000 - $95,000 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, direct client contact on assigned accounts Build relationships with employer/group clients 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 Inputs 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 Travel to clients as needed *Complexity is based on the degree of uncertainty, financial risk, technical requirements, urgency and volume or size. Preferred Qualifications Bachelor's Degree Life, Accident and Health Insurance License Minimum Qualifications High School Diploma or GED required 3 to 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 organization, both internally and externally Proficient use of applicable technologyAbility to work in team environment as well as independently Must be able to travel based on client and business needs Compensation & Benefits The specific compensation for this role will be determined based on the education, experience, geographical location, and skill set of the individual selected for this position. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more. 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 View phone number on click.appcast.io (toll free) or sending an email to View email address on click.appcast.io . 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. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights . #J-18808-Ljbffr CBIZ