Overview As a Client Services professional in CBIZ's insurance practice, you manage service delivery for a portfolio of complex employer groups. You act as the primary outward-facing contact, coordinating with internal teams to meet client needs and renewals, while expanding coverage opportunities. You'll build strong client relationships, ensure data quality, and lead open enrollment activities. This role blends service excellence with strategic insight to support client success and business growth.
Responsibilities- Provide service delivery to a block of more complex clients
- Resolve the most complex customer service problems directly
- Act as a dedicated external resource with direct client contact for assigned accounts
- Build relationships with employer/group clients and serve as the primary contact for day-to-day service
- Coordinate with internal functions to implement client systems and address ongoing needs
- Escalate client concerns as appropriate
- Maintain data integrity with applicable software
- Take lead on renewals; prepare renewal information and present CBIZ solution
- Oversee new client setup, renewals, and open enrollment meetings
- Establish and preserve 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
Key requirements- More than 5 years customer service experience in the insurance industry
- Must maintain current required licenses and certifications relevant to field of expertise
- Verbal and written communication across all levels of the organization
- Advanced customer service skills
- Proficient use of applicable technology
- Ability to work in a team environment as well as independently
- Must be able to travel based on client and business needs
- Effective verbal and written communication
- Relationship-building with clients and vendors
- Teamwork and collaboration
- Problem-solving under complex scenarios
- Proficiency with applicable technology
- Employee Navigator
