Job Description

With over 120 offices and nearly 7,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.     

CBIZ has been honored to be the recipient of several national recognitions:   

• 2022 Best and Brightest Companies to Work for in the Nation  
  
• 2023 Top Workplaces USA  
  
• 2022 America's Best Mid-Size Employers  
  
• 2022 Best and Brightest Companies in Wellness  
  
• 2022 Great Place to Work Certification

CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER).   

Essential Functions and Primary Duties

• Participate in basic client services such as issuing certificates, processing various documents, ordering various reports, assisting with spreadsheets, and invoicing
• Research, communicate, and accurately resolve basic customer service needs according to the commitments and standards set forth by the department
• Assist in preparation and production of professional materials for presentations
• Exhibit client focused behavior and apply knowledge and training to support client needs
• Answer calls, research and process customer requests, and documents actions as appropriate
• Ensure that all internal controls and procedures are followed
• Input data into the appropriate software for vendors/carriers/clients within required timeframe
• Effectively operates all department equipment and software applications
• Execute administrative duties as assigned
• Additional responsibilities as assigned

Preferred Qualifications

• Bachelor's Degree in Business, Marketing, Communications, or Healthcare Administration
• Proficient in Excel
• Experience in Publisher 
• Experience in Adobe InDesign, Photoshop, Illustrator 

Minimum Qualifications

• High School Diploma or GED required
• 1-2 years of relevant work experience in the insurance industry
• Ability to work in a team environment as well as independently
• Must maintain current required licenses and certifications relevant to field of expertise
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally

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 affirmative action-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, or 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 these following pages EEO is the Law and EEO is the Law Supplement.

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