Senior Account Manager – Employee Benefits

CBIZ

. Provide service delivery to an assigned block of more complex clients .

Posted 10/7/2026full-timeKnoxville • Tennessee • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced customer service skills with a focus on relationship building and effective communication. Proficient in managing client accounts, overseeing renewals, and navigating the insurance industry landscape.

Highest-signal resume keywords

Customer Service ExperienceInsurance Industry KnowledgeOpen Enrollment ExperienceEmployee Navigator ProficiencyClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer ServiceData Integrity ManagementProject CoordinationRenewal PreparationClient System ImplementationLegislation DiscussionMarket Trend AnalysisGroup ManagementCommunication Material CreationCoaching and Mentoring

Soft Skills

Verbal CommunicationWritten CommunicationTeam CollaborationProblem SolvingRelationship Building

Tools & Technologies

Employee NavigatorApplicable Software

Certifications & Qualifications

Current Required LicensesInsurance Certifications

Industry Keywords

Fully Insured GroupsLevel-Funded GroupsSelf-Funded GroupsClient Service DeliveryClient Concerns Escalation

About the role

Key responsibilities & impact

Provide service delivery to an assigned block of more complex clients
Resolve the most complex customer service problems directly
Act as an outward-facing, dedicated resource for assigned accounts, typically 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
Maintain data integrity and quality with applicable software
Lead designated renewals; prepare renewal information and present the CBIZ solution
Work with senior staff to create communication materials
Oversee new client setup, renewals, and open enrollment meetings
Establish and preserve 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
Perform additional responsibilities as assigned

Requirements

What you’ll need

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
Experience managing fully insured, level-funded, and self-funded groups (majority are fully-insured groups)
Open Enrollment and renewal experience
Proficiency in Employee Navigator