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.Essential Functions and Primary Duties
Provide daily client service support to two Account Manager (AM) Pods, assisting a total of seven AM's
Resolve minor claims issues and support clients through troubleshooting and follow-up
Retrieve billing documents, ID cards, and research service-related concerns
Collaborate regularly with General Agency (GA) and carrier partners to ensure smooth client service delivery
Coordinate with GA partners to obtain quotes for Medical and Ancillary product lines
Complete Smartsheet updates and entries on behalf of Account Managers to ensure timely and accurate tracking
Support the installation of new business, ensuring accuracy and a seamless onboarding experience
Perform additional tasks and special projects as assigned to support team operations
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
Inputs data into appropriate 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
May provide guidance and direction to less-experienced client service staff​
*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
Experience with small group clients (under 20 lives)
Experience with level-funded, fully insured, and self-funded groups
Experience with Employer Navigator and EaseMinimum Qualifications
High School Diploma or GED required
3 to 5 years of customer service experience in the insurance industry are 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
