Senior Account Manager | Property & Casualty

Essential Functions And Primary Duties

• Provide expert service delivery to an assigned block of more complex middle market insurance clients.
• Resolve the most challenging and complex customer service issues directly, utilizing deep industry knowledge.
• Serve as the primary, dedicated resource for assigned accounts, maintaining direct client contact and accountability for the overall and day-to-day service experience.
• Build and nurture strong relationships with clients and key stakeholders, acting as their go-to advisor for all insurance service needs.
• Represent clients internally, collaborating with underwriting, claims, and risk management teams to implement tailored insurance programs, complete projects, and address ongoing and emerging service needs unique to each client.
• Effectively escalate client concerns when appropriate, ensuring timely resolution of issues that may impact insurance placement or compliance for accounts.
• Maintain data integrity and quality in all applicable systems and software, with attention to detail for exposures, property schedules, and coverage endorsements.
• Lead designated renewal processes; gather relevant information, prepare renewal submissions, and present CBIZ solutions designed to address the risks unique to complex portfolios.
• Collaborate with senior staff to create high-quality communication materials, proposals, and stewardship reports.
• Establish and preserve solid business rapport with clients and insurance carriers/vendors.
• Advise clients on applicable legislation, compliance requirements, and market trends affecting insurance programs.
• Identify opportunities for additional lines of coverage or value-added services that address evolving needs of clients, such as loss control, cyber, or environmental liability.
• Coach and assist less experienced client services staff, providing expertise and guidance.
• Complexity is based on the degree of uncertainty, financial risk, technical requirements, urgency and volume or size.

• Bachelor's degree
• Valid Property & Casualty license
• Professional designations (CIC, CRM, ARM, CPCU or similar) strongly preferred

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 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

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.