#LI-KW1 #LI-Hybrid

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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.

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

Essential Functions and Primary Duties

• Deliver exceptional service to an assigned book of high-net-worth personal insurance clients, addressing their unique needs and expectations with attention to privacy, confidentiality, and bespoke coverage solutions.

• Resolve moderately complex service requests and insurance issues directly, utilizing knowledge of luxury assets such as fine homes, automobiles, yachts, jewelry, collectibles, and umbrella liability.

• Act as the primary point of contact and outward-facing advisor for assigned accounts, maintaining direct client relationships and ensuring superior day-to-day service.

• Build and nurture long-term relationships with high-net-worth clients, acting as a trusted insurance consultant for their personal risk management needs.

• Represent clients internally, collaborating with underwriting, claims, and risk management teams to implement customized insurance programs and oversee the completion of projects or ongoing service needs.

• Proactively escalate client concerns when appropriate to ensure timely resolution and uphold the highest standards of client satisfaction.

• Assist client services management in conducting client meetings, policy reviews, and renewal discussions, often in coordination with wealth managers or financial advisors.

• Accurately input and manage sensitive client data in all appropriate software systems for vendors, carriers, and internal records within required timeframes.

• Participate in new client onboarding, renewals, and client meetings, ensuring seamless transitions and comprehensive coverage for high value assets.

• Establish and maintain strong business rapport with specialized insurance carriers and vendors who serve the high-net-worth market.

• Discuss applicable legislation, regulatory changes, and market trends with clients, providing insight into emerging risks or coverage opportunities for affluent households.

• Ensure strict adherence to all internal controls, procedures, and compliance requirements, especially those relevant to high net worth and luxury asset coverage.

• Identify and recommend additional lines of coverage or enhancements to address evolving risks and lifestyle changes, such as cyber liability, domestic staff liability, flood, and excess liability.

• Provide guidance and direction to less experienced client service staff, sharing expertise in high net worth account management.

• Additional responsibilities as assigned.

Preferred Qualifications:

• Bachelor’s degree preferred

• Valid Florida Property & Casualty license

• Experience servicing high net worth personal insurance accounts

• Excellent communication, discretion, and organizational skills