Account Manager | Property & Casualty

Account Manager | Property & Casualty

Join the CBIZ team to manage commercial insurance clients across Sarasota, FL
. This full‑time role offers a competitive salary of $60,000–$75,000 and opportunities for growth within a leading professional services firm.

• Provide service delivery to an assigned block of commercial insurance clients.
• Resolve moderately complex customer service problems directly.
• Act as an outward‑facing, dedicated resource for assigned accounts, with direct client contact.
• Build relationships with clients 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.
• Assist client services management in conducting client meetings as needed.
• Participate in new client set‑up, renewals, and meetings.
• Establish and preserve a solid business rapport with clients and vendors.
• Discuss applicable legislation and market trends with clients.
• Ensure that all internal controls and procedures are followed.
• Generate client interest in additional lines of coverage.
• Provide guidance and direction to less experienced client service staff.

• Bachelor’s degree.
• Valid 4‑40 or 2‑20 license.

• 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 strong verbal and written communication skills at all organizational levels.
• Effective customer service skills.
• Proficient use of applicable technology.
• Ability to work in a team environment as well as independently.
• Must be able to travel based on client and business needs.

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.