Real Estate & Habitational Senior Account Manager | Property & Casualty
CBIZ, Kansas City, MO, United States
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Job Info
Job Identification 5141
Posting Date 02/26/2026, 09:13 PM
Locations 700 W 47th St Ste 1100, Kansas City, MO, 64112, US (Hybrid)
Essential Functions and Primary Duties
Provide expert service delivery to an assigned block of more complex middle market real estate insurance clients, with a strong focus on both commercial real estate and habitational (multi-family, apartment, and condo) insurance programs.
Resolve the most challenging and complex customer service issues directly, utilizing deep industry knowledge of real estate and habitational insurance.
Serve as the primary, dedicated resource for assigned accounts, maintaining direct client contact and accountability for the overall and day-to-day service experience.
Build and nurture strong relationships with property owners, managers, and real estate investment stakeholders, acting as their go-to advisor for all insurance service needs.
Represent clients internally, collaborating with underwriting, claims, and risk management teams to implement tailored insurance programs, complete projects, and address ongoing and emerging service needs unique to real estate portfolios.
Effectively elevate client concerns when appropriate, ensuring timely resolution of issues that may impact insurance placement or compliance for habitational and commercial real estate accounts.
Maintain data integrity and quality in all applicable systems and software, with attention to detail for real estate-specific exposures, property schedules, and coverage endorsements.
Lead designated renewal processes for commercial real estate and habitational programs; gather relevant property and claims information, prepare renewal submissions, and present CBIZ solutions designed to address the risks unique to complex property portfolios.
Collaborate with senior staff to create high-quality communication materials, proposals, and stewardship reports tailored to real estate clients.
Establish and preserve solid business rapport with clients and insurance carriers/vendors specializing in commercial property and habitational risk solutions.
Advise clients on applicable legislation, compliance requirements, and market trends affecting commercial real estate and habitational insurance programs.
Identify opportunities for additional lines of coverage or value-added services that address evolving needs of real estate clients, such as loss control, cyber, or environmental liability.
Coach and assist less experienced client services staff, providing expertise and guidance specific to commercial real estate and habitational insurance practices.
*Complexity is based on the degree of uncertainty, financial risk, technical requirements, urgency and volume or size.
Preferred Qualifications
Valid Property & Casualty license
Professional designations (CIC, CRM, ARM, CPCU or similar) strongly preferred
Minimum 3 years’ experience servicing complex commercial real estate and habitational insurance accounts, including multi-property schedules, layered or shared coverage, and multi-state programs
Advanced understanding of insurance products and risk exposures for commercial office, retail, industrial, and multi-family residential properties
Minimum Qualifications
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 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
About Us 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.
Notice to Candidates Requiring Sponsorship
At this time, CBIZ is not engaging with applicants who require sponsorship.
Compensation & Benefits
The specific compensation for this role will be determined based on the education, experience, geographical location, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and detail insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
Notice to Third-Party Agencies
CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.
Reasonable Accommodation
If you are a qualified individual with a disability, you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.
Equal Opportunity Employer
CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights.
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Job Info
Job Identification 5141
Posting Date 02/26/2026, 09:13 PM
Locations 700 W 47th St Ste 1100, Kansas City, MO, 64112, US (Hybrid)
Essential Functions and Primary Duties
Provide expert service delivery to an assigned block of more complex middle market real estate insurance clients, with a strong focus on both commercial real estate and habitational (multi-family, apartment, and condo) insurance programs.
Resolve the most challenging and complex customer service issues directly, utilizing deep industry knowledge of real estate and habitational insurance.
Serve as the primary, dedicated resource for assigned accounts, maintaining direct client contact and accountability for the overall and day-to-day service experience.
Build and nurture strong relationships with property owners, managers, and real estate investment stakeholders, acting as their go-to advisor for all insurance service needs.
Represent clients internally, collaborating with underwriting, claims, and risk management teams to implement tailored insurance programs, complete projects, and address ongoing and emerging service needs unique to real estate portfolios.
Effectively elevate client concerns when appropriate, ensuring timely resolution of issues that may impact insurance placement or compliance for habitational and commercial real estate accounts.
Maintain data integrity and quality in all applicable systems and software, with attention to detail for real estate-specific exposures, property schedules, and coverage endorsements.
Lead designated renewal processes for commercial real estate and habitational programs; gather relevant property and claims information, prepare renewal submissions, and present CBIZ solutions designed to address the risks unique to complex property portfolios.
Collaborate with senior staff to create high-quality communication materials, proposals, and stewardship reports tailored to real estate clients.
Establish and preserve solid business rapport with clients and insurance carriers/vendors specializing in commercial property and habitational risk solutions.
Advise clients on applicable legislation, compliance requirements, and market trends affecting commercial real estate and habitational insurance programs.
Identify opportunities for additional lines of coverage or value-added services that address evolving needs of real estate clients, such as loss control, cyber, or environmental liability.
Coach and assist less experienced client services staff, providing expertise and guidance specific to commercial real estate and habitational insurance practices.
*Complexity is based on the degree of uncertainty, financial risk, technical requirements, urgency and volume or size.
Preferred Qualifications
Valid Property & Casualty license
Professional designations (CIC, CRM, ARM, CPCU or similar) strongly preferred
Minimum 3 years’ experience servicing complex commercial real estate and habitational insurance accounts, including multi-property schedules, layered or shared coverage, and multi-state programs
Advanced understanding of insurance products and risk exposures for commercial office, retail, industrial, and multi-family residential properties
Minimum Qualifications
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 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
About Us 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.
Notice to Candidates Requiring Sponsorship
At this time, CBIZ is not engaging with applicants who require sponsorship.
Compensation & Benefits
The specific compensation for this role will be determined based on the education, experience, geographical location, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and detail insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
Notice to Third-Party Agencies
CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.
Reasonable Accommodation
If you are a qualified individual with a disability, you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.
Equal Opportunity Employer
CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights.
#J-18808-Ljbffr