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CBIZ · 3 weeks ago

Associate Account Manager | Property & Casualty

Sarasota, FL

Full-time

Onsite

Entry Level

3+ years exp

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The Associate Account Manager will provide service delivery to commercial insurance accounts, assist senior staff, and build relationships with clients while ensuring all internal controls and procedures are followed.

Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses

Responsibilities

Provide service delivery to commercial insurance accounts as delegated by senior staff

Resolve customer service problems that are basic and routine and solved by application of procedures or guidance, or referred on to others for resolution

Build relationships with clients and assist senior staff in the delivery of day-to-day service delivery

Assist senior staff with implementing client systems, completing projects, and addressing ongoing service needs

Escalate client concerns when appropriate

Inputs data into appropriate software for vendors/carriers/clients within required timeframe

Assist senior staff with the participation of new client set-up, renewals, and meetings

Establish and preserve a solid business rapport with clients and vendors

Ensure that all internal controls and procedures are followed

Generate client interest in additional lines of coverage

Additional responsibilities as assigned