---

---

Location

Brentwood, TN | United States

---

Job description

With over 120 offices and nearly 7,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.


CBIZ has been honored to be the recipient of several national recognitions:

• 2022 Best and Brightest Companies to Work for in the Nation
• 2023 Top Workplaces USA
• 2022 America's Best Mid-Size Employers
• 2022 Best and Brightest Companies in Wellness
• 2022 Great Place to Work Certification

CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER).


Key Responsibilities:

• Client Relationship Management:
  • Provide essential back-end administrative support for client accounts, ensuring smooth operations and timely responses to team requests.
  • Collaborate closely with Account Managers and Account Executives to understand client needs and preferences, assisting in the execution of tailored solutions.
  • Participate in client calls as needed, supporting Account Managers and Account Executives in presenting information and addressing client concerns
  • Maintain thorough documentation of client interactions and activities, ensuring all relevant information is accurately recorded and accessible to the client-facing team.

• Communication & Administrative Support:
  • Assist in the preparation and updating of employee benefits communications, including benefit guides, flyers, supplements, etc.
  • Pull claims reporting data for account teams to identify trends and opportunities for improvement.

• Client Data Management:
  • Maintain accurate and up-to-date client records, ensuring the integrity and confidentiality of sensitive information.
• Collaborative Teamwork:
  • Work closely with internal teams, including account managers and account executives, to ensure the seamless execution of client deliverables.
  • Participate in team meetings by taking notes, contributing to discussions when necessary, and sharing insights to enhance overall client satisfaction.

• Licensure:
  • To progress in this position, Associate Account Managers are expected to study for and pass the TN Life and Health Insurance Exam.

Essential Functions and Primary Duties

• Provide service delivery 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 employer/group clients (not individual members) 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
• Coordinate employee communications for enrollment
• Assist senior staff with the participation of new client set-up, renewals, and open enrollment 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

Minimum Qualifications

• High School diploma or GED required
• Less than 3 years of 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
• 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

---

Job tags

---

---

Salary