Associate Account Manager - Property & Casualty Insurance
Ewing, NJ 
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Job Description
Status Category:
Full-Time
Exempt/Non-Exempt:
Non-Exempt
Scheduled Hours Per Week:
35
Job Code:
BI0107

With over 100 offices and nearly 5,000 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:

* 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work
* 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
* Top 101 2020 Best and Brightest Companies to Work For in the Nation
* 2020 Healthiest 100 Workplace in America
* 2021 Top Workplaces USA

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).

Essential Functions and Primary Duties

  • Provide service delivery & support as delegated by senior staff & insureds
  • Assist senior staff with implementing client systems, completing projects, and addressing ongoing service needs such as processing of Certificates & Evidence of Insurance, Invoicing & Collections, preparing correspondence & insurance proposals, data input and report generation, to name a few
  • Resolve customer service problems that are basic and routine and solved byapplicationof 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
  • Escalate client concerns when appropriate
  • Inputs data into appropriate software for vendors/carriers/clients withinrequiredtimeframe
  • Develop proficiency with Agency Management Systems and related programs
  • 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
  • Ability to do online carrier ratings
  • Additional responsibilities as assigned

Preferred Qualifications

  • Bachelor's degree
  • 2-20 license, and/or willing to begin the process to obtain within first 90 days

Minimum Qualifications

  • 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 tofield of expertise
  • Demonstrates the ability to communicate verbally and in writing throughout all levels oforganization, both internally and externally
  • Effective customer service skills
  • Proficient use of applicable technology
  • Ability to work inteam environment as well as independently
  • Must be able to travel based on client and business needs

CBIZ.Jobs Category: Benefits & Insurance

REASONABLE ACCOMMODATION

If you are a qualified individual with a disabilityyou 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 844-558-1414 (toll free)or send an email to .

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 these following pages EEO is the Law and EEO is the Law Supplement.

PAY TRANSPARENCY PROTECTION NOTIFICATION


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, marital status, military status, veteran status, sexual orientation, gender identity, disability, or medical condition or any other reason prohibited by law.

 

Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
High School or Equivalent
Required Experience
3+ years
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