#LI-KW1 #LI-Hybrid 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 Minimum Qualifications • 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