Account Manager | Property & Casualty

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

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The Account Manager is responsible for delivering exceptional client service to a portfolio of middle market commercial insurance accounts, typically generating $10K+ in annual revenue. This role supports a diverse client base across industries such as nonprofit, commercial real estate, and construction. The Account Manager serves as a primary point of contact, ensuring proactive service delivery, strong client relationships, and effective coordination with internal teams and carrier partners. Experience with bonding/surety is a plus.

 

Essential Functions and Primary Duties

• Provide day-to-day service delivery and account management to an assigned book of middle market commercial insurance clients

• Serve as a dedicated, outward-facing resource with direct client contact; build and maintain strong relationships with employer/group clients

• Act as the primary point of contact for overall service delivery, ensuring timely and accurate responses to client needs

• Resolve moderately complex client service issues, considering financial risk, technical requirements, and urgency

• Represent clients internally and collaborate with producers, carriers, and internal service teams to implement programs, complete projects, and address ongoing service needs

• Coordinate and support new business onboarding, renewals, and open enrollment processes

• Facilitate employee communications and enrollment materials as needed

• Input and maintain accurate client and policy data within agency management systems and carrier/vendor platforms

• Escalate client concerns appropriately and partner with leadership to ensure resolution

• Assist in preparing for and participating in client meetings, including stewardship and renewal presentations

• Develop and maintain strong relationships with carrier partners and vendors

• Stay informed on industry trends, market conditions, and applicable legislation; communicate relevant updates to clients

• Identify opportunities to expand client relationships through additional lines of coverage, including property & casualty and bonding solutions

• Ensure compliance with internal controls, procedures, and service standards

• Provide guidance and mentorship to less experienced team members as needed

 

Preferred Qualifications

• Bachelor's degree

• Experience working with clients in nonprofit, commercial real estate, and/or construction industries

• Exposure to or experience with bonding/surety (highly preferred)

• Active insurance license (as required by state regulations)

 

Minimum Qualifications

• 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