CBIZ has been engaged by our well established Naples, FL based client to identify a Benefits Account Manager

Position Summary:

The Account Manager is responsible for the oversight and ongoing management of their assigned clients. The Account Manager works with sales and the support teams to implement new or renewing accounts, ensuring that a high service level is met. The Account Manager will also work with high-level, key employees to maintain the ongoing client relationships. Being extremely knowledgeable about group benefits, having excellent problem resolution and negotiation skills is key. The Account Manager must also be personable, maintain a high-level of professionalism and be able to travel for client meetings.

Essential Duties and Responsibilities

• Coordinate and conduct the implementation for new and renewing clients.
• Coordinate strategy meetings and document collection with Business Consultant and Benefit Sales Consultant.
• Market, analyze, and negotiate benefits and rates for all coverages.
• Request renewal from carrier.
• Conduct pre-renewal and renewal meetings (in person or via technology platform).
• Negotiate renewals with carriers. Quote open market when necessary.
• Deliver final renewal to client and finalize benefit selections.
• Obtain applications and monitor benefit administration portals.
• Ensure everything is submitted in a timely manner (at minimum 15 days prior to the effective date)
• Perform first bill audits and host a meeting with client to recap open enrollment success and takeaways.
• Ensure a high level of customer retention and satisfaction by building relationships with key contacts.
• Provide 24-hour response times to requests, if resolution is not able to be obtained within 24 hours make sure to keep lines of communication open with client by providing status updates.
• Ensure all clients are compliant with their benefits, contributions, etc.
• Select filings of compliance documents
• COBRA
• Assist with ACA compliance
• Medicare filings

Education & Experience

• 2- 5 years or equivalent combination of experience, skills, education (including other relevant non-traditional degree programs, certifications, or job training programs) preferred
• Bachelor's degree preferred.
• Health and Life Insurance License mandatory.

CBIZ is an Equal Opportunity Employer. CBIZ does not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.