Over 5 years of customer service experience in the insurance industry
Current licenses and certifications relevant to the field
Strong verbal and written communication skills
Advanced customer service skills
Proficient in applicable technology
Ability to work both independently and in a team environment
Responsibilities
Provide service delivery to a block of complex clients
Resolve complex customer service issues directly
Act as a dedicated resource for assigned accounts with direct client contact
Build relationships with employer/group clients as the primary point of contact
Coordinate with internal functions to implement client systems and address service needs
Escalate client concerns when necessary
Maintain data integrity and quality in applicable software
Lead designated renewals and present solutions to clients
Oversee new client set-up and open enrollment meetings
Discuss legislation and market trends with clients
Generate interest in additional coverage lines
Coach less experienced client services staff
Benefits
Hybrid work environment
Opportunities for professional development
Support for maintaining relevant licenses and certifications
Collaborative team culture
Access to advanced technology and resources
Full Job Description
Job Description
#LI-KW1 #LI-Hybrid
Responsibilities
Essential Functions and Primary Duties
Provide service delivery to an assigned block of more complex clients
Resolve the most 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
Maintain data integrity and quality with any applicable software on a timely basis
Take lead on designated renewals; prepare renewal information and present the CBIZ solution
Works with senior staff to create needed communication materials
Oversee new client set-up, renewals, and open enrollment meetings
Establish and preserve a solid business rapport with clients and vendors
Discuss applicable legislation and market trends with clients
Generate client interest in additional lines of coverage
Coach and assist less tenured client services staff
Additional responsibilities as assigned
*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 managing fully insured, level-funded, and self-funded groups (majority are fully-insured groups)
Open Enrollment and renewal experience
Bachelor's degree in business, Human Resources, or a related field preferred.
Relevant certifications (e.g., Life and Health License, CEBS) are a plus
Proficiency in Employee Navigator
Qualifications
Qualifications Required
High School Diploma or GED required
More than 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 the organization, both internally and externally
Advanced 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
