Senior Account Manager | Property & Casualty jobs in United States
cer-icon
Apply on Employer Site
company-logo

CBIZ ยท 3 days ago

Senior Account Manager | Property & Casualty

positionKansas City, MO
timeFull-time
remoteHybrid
senioritySenior Level
date5+ years exp

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The Senior Account Manager will provide dedicated service delivery to complex Public Entity clients, resolving customer service issues and building strong client relationships.

Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses
Hiring Manager
Katie Wattick
linkedin

Responsibilities

Provide service delivery to an assigned block of more complex Public Entity clients
Resolve the most complex customer service problems directly
Act as an outward-facing, dedicated resource for assigned accounts, with direct client contact (not call center) on assigned accounts
Build relationships with clients 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 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

Qualification

Property & Casualty licenseCustomer service experienceAdvanced customer service skillsProficient use of technologyCommunication skills

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 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
Property & Casualty license

Company

CBIZ

twittertwittertwitter
Glassdoor4.0
company-logo
CBIZ through its subsidiaries, provides professional business services primarily to small and medium-sized businesses, individuals,
dateFounded in 1987
location
Cleveland, Ohio, USA
people-size10001+ employees
web-link
http://www.cbiz.com

Funding

Current Stage
Public Company
Total Funding
unknown
2003-06-04Acquired
1995-05-05IPO

Leadership Team

leader-logo
Brad Lakhia
Senior Vice President & Chief Financial Officer
linkedin
W
Ware H. Grove
SVP & CFO
linkedin

Recent News

GlobeNewswire
CBIZ Announces Several New Strategic Leadership Appointments to Drive Ongoing Growth
2025-12-18
MarketScreener
CBIZ Releases 2026 Benefits & Insurance Market Outlook Highlighting Rising Costs, Regulations, and Workforce Trends
2025-12-10
thefly.com
CBIZ appoints Christopher Sikora as VP, IR and corporate finance
2025-12-09
Company data provided by crunchbase