Manage service delivery for assigned employer-group benefits clients, serving as the primary day-to-day contact. Resolve service issues, coordinate internal teams, support implementations, renewals, enrollments, and client meetings, maintain client and vendor relationships, communicate legislation and market trends, ensure procedures are followed, and identify additional coverage opportunities.
#LI-KW1 #LI-Remote
ResponsibilitiesEssential Functions and Primary Duties
- Provide service delivery to an assigned block of clients
- Resolve moderately 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
- Assist client services management in conducting client meetings as needed
- Inputs data into appropriate software for vendors/carriers/clients within required timeframe
- Coordinate employee communications for enrollment
- Participate with new client set-up, renewals, and open enrollment meetings
- Establish and preserve a solid business rapport with clients and vendors
- Discuss with clients applicable legislation and market trends
- Ensure that all internal controls and procedures are followed
- Generate client interest in additional lines of coverage
- Additional responsibilities as assigned
- May provide guidance and direction to less experienced client service staff
*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
Qualifications
Minimum Qualifications
- High School Diploma or GED required
- 3 to 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
- Effective 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
About Us
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.
CBIZ New York, New York, USA Office
New York, United States, 0
Similar Jobs
Consulting • Financial Services
Manages complex employer-group benefits accounts as the primary client contact. Responsibilities include service delivery, issue resolution, renewals, client implementations, open enrollment meetings, client communications, vendor coordination, legislative and market-trend discussions, identifying additional coverage opportunities, and coaching junior staff. Requires more than five years of insurance-industry customer service experience, strong communication skills, relevant licensing, and proficiency with Employee Navigator.
Top Skills:
Employee Navigator
Insurance
Manages an employee benefits insurance book of business, maintaining client relationships, supporting producers, resolving service, claims, billing, and policy issues, and identifying retention, cross-selling, and new-business opportunities. The role oversees account transactions and documentation, coordinates with carriers and underwriters, conducts client meetings, maintains agency management systems, prepares reports, and may mentor account representatives. Travel, continuing education, and insurance licensing are required.
Top Skills:
ExcelMicrosoft Office SuiteMicrosoft OutlookMicrosoft Word
Insurance • Professional Services • Sales • Financial Services
Manage the client experience for assigned employee benefits clients by serving as the primary relationship contact, coordinating implementations, renewals, vendors, and issue resolution. Conduct proactive outreach, facilitate business reviews and strategy meetings, maintain accurate CRM documentation, and collaborate with Producers, Marketing, Underwriting, and internal teams. Success is measured through client retention, timely renewals, operational execution, relationship development, and service quality.
Top Skills:
CRM
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
