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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates advanced customer service skills with a focus on building relationships with employer clients and managing complex service delivery. Proficient in coordinating client needs, overseeing renewals, and maintaining data integrity using relevant technology.
Highest-signal resume keywords
Customer Service ExperienceInsurance Industry KnowledgeEmployee Navigator ProficiencyLife and Health Insurance LicenseOpen Enrollment Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer ServiceData Integrity MaintenanceProject CoordinationRenewal PreparationClient Relationship Management
Soft Skills
Verbal CommunicationWritten CommunicationTeam CollaborationProblem SolvingCoaching
Tools & Technologies
Employee NavigatorApplicable Technology
Certifications & Qualifications
Life and Health Insurance LicenseCEBS
Industry Keywords
Fully Insured GroupsLevel-Funded GroupsSelf-Funded GroupsOpen EnrollmentClient Service Delivery
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 (not call center) on assigned accounts
- Build relationships with employer/group clients (not individual members) 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
- Maintain data integrity and quality with any applicable software on a timely basis
- Take lead on designated renewals; prepare renewal information and present the CBIZ solution
- Work with senior staff to create needed communication materials
- Oversee new client set-up, renewals, and open enrollment meetings
- Establish and preserve a 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
- 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) preferred
- Open Enrollment and renewal experience preferred
- Proficiency in Employee Navigator preferred
- Bachelor's Degree preferred
- Life, Accident and Health Insurance License preferred
- Relevant certifications (e.g., Life and Health License, CEBS) are a plus