What are the responsibilities and job description for the Senior Account Manager | Employee Benefits position at CBIZ?
Job Description
We are seeking an experienced and client-focused Senior Account Manager to join our Employee Benefits division. This individual will be responsible for managing a portfolio of small to mid-sized group clients, ensuring the delivery of exceptional service and strategic guidance on all aspects of employee benefits. The ideal candidate brings strong technical expertise, consultative relationship skills, and a deep understanding of benefits plan design, renewal strategy, and compliance.
Essential Functions And Primary Duties
Qualifications Required
CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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.
We are seeking an experienced and client-focused Senior Account Manager to join our Employee Benefits division. This individual will be responsible for managing a portfolio of small to mid-sized group clients, ensuring the delivery of exceptional service and strategic guidance on all aspects of employee benefits. The ideal candidate brings strong technical expertise, consultative relationship skills, and a deep understanding of benefits plan design, renewal strategy, and compliance.
Essential Functions And Primary Duties
- 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.
- 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).
- Current Life & Health Insurance License required.
- 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.
Qualifications 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
CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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.