CBIZ · 2 weeks ago
Account Manager | Property & Casualty
Sarasota, FL
Full-time
Hybrid
Mid Level
3+ years expCBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The Account Manager will provide service delivery to a block of commercial insurance clients, build relationships, and serve as the primary point of contact for overall service delivery.
Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses
Hiring Manager
Katie Wattick
Responsibilities
Provide service delivery to an assigned block of commercial insurance clients
Resolve moderately complex customer service problems directly
Act as an outward-facing, dedicated resource for assigned accounts, with direct client contact 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
Assist client services management in conducting client meetings as needed
Inputs data into appropriate software for vendors/carriers/clients within required timeframe
Participate with new client set-up, renewals, and 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
Qualification
Required
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
Preferred
Bachelor's degree
Valid 4-40 or 2-20 license
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
2026-01-22
2025-12-18
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