CBIZ · 2 weeks ago
Senior Account Manager | Employee Benefits
Knoxville, TN
Full-time
Hybrid
Senior Level
5+ years expCBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. They are seeking an experienced Senior Account Manager to manage a portfolio of small to mid-sized group clients, ensuring exceptional service and strategic guidance on employee benefits.
Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses
Hiring Manager
Clint McFall
Responsibilities
Serve as the primary point of contact for assigned clients, building and maintaining strong, trusted relationships
Lead the day-to-day service delivery for client accounts, including plan renewals, issue resolution, open enrollment, and benefits communication
Collaborate with producers, analysts, and internal specialists to develop and implement benefits strategies that align with client goals and budgets
Prepare and present renewal and marketing analyses, plan performance reports, benchmarking, and strategy recommendations
Manage carrier and vendor relationships to ensure accurate implementation of benefits programs and effective issue resolution
Oversee and mentor Account Managers and Account Coordinators on the team, providing guidance and quality assurance
Ensure all client documentation, databases, and systems are current and compliant with internal procedures and regulatory standards
Stay current on industry trends, legislative changes, and market innovations to provide proactive advice to clients
Qualification
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
Preferred
Bachelor's degree in Business, Human Resources, or related field (or equivalent experience)
5–8+ years of progressive experience in employee benefits account management within a brokerage or consulting environment
Strong knowledge of group health and welfare benefits, including medical, dental, vision, life, disability, and voluntary products
Proven ability to manage multiple complex client relationships with a high level of professionalism and responsiveness
Excellent communication, negotiation, and presentation skills
Proficiency in Microsoft Office Suite and benefit administration systems (e.g., Employee Navigator, BenefitPoint, Zywave, or similar)
Experience managing fully insured, level-funded, and self-funded groups (the majority are fully-insured groups)
Open Enrollment and renewal experience
Bachelor's degree in Business, Human Resources, or a related field preferred
Company
CBIZ
CBIZ through its subsidiaries, provides professional business services primarily to small and medium-sized businesses, individuals,
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2003-06-04Acquired
1995-05-05IPO
Leadership Team
Brad Lakhia
Senior Vice President & Chief Financial Officer
W
Ware H. Grove
SVP & CFO
Recent News
2025-12-18
2025-12-09
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