Account Manager – Employee Benefits

CBIZ

. Provide service delivery to an assigned block of clients .

Posted 10/7/2026full-timeRemote • Tennessee • United StatesMid-LevelSenior💰 $50,000 - $65,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service skills and the ability to build and maintain relationships with clients in the insurance industry. Proficient in coordinating service delivery and communicating effectively across all organizational levels.

Highest-signal resume keywords

Customer Service ExperienceInsurance Industry KnowledgeClient Relationship ManagementEffective Communication SkillsLicenses and Certifications

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data InputProject CoordinationClient System ImplementationEnrollment CoordinationMarket Trend Analysis

Soft Skills

Problem SolvingTeam CollaborationIndependence

Tools & Technologies

Client Management SoftwareCommunication Tools

Certifications & Qualifications

Required Licenses and Certifications

Industry Keywords

Service DeliveryClient MeetingsOpen EnrollmentBusiness RapportInternal Controls

About the role

Key responsibilities & impact

Provide service delivery to an assigned block of clients
Resolve moderately complex customer service problems directly
Act as an outward-facing, dedicated resource for assigned accounts with direct client contact
Build relationships with employer/group clients and serve as the primary point of contact for overall and day-to-day service delivery
Represent clients 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
Input data into appropriate software for vendors, carriers, and clients within required timeframes
Coordinate employee communications for enrollment
Participate in new client set-up, renewals, and open enrollment meetings
Establish and preserve business rapport with clients and vendors
Discuss applicable legislation and market trends with clients
Ensure internal controls and procedures are followed
Generate client interest in additional lines of coverage
Provide guidance and direction to less experienced client service staff as needed

Requirements

What you’ll need

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