Employee Benefits Analyst in San Diego, CA at CBIZ

Date Posted: 10/20/2018

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 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: 2018 Best Workplaces in Consulting & Professional Services by Great Place to Work® and FORTUNE, 2018 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources.

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. By offering this range of services, we are able to help clients eliminate the inefficiencies associated with the use of multiple vendors. Ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER), we have approximately 1,500 professionals in 75 offices nationwide. Clients in a wide array of industries rely on us for national-caliber expertise and technical depth combined with high personalized, local service. 

Essential Functions and Primary Duties

  • Support Client team to perform a variety of clerical tasks to assist in maintenance of client accounts.  
  • 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 applies knowledge and training to support client needs.
  • Answer calls, research and process customer requests, and documents as appropriate.
  • Ensure that all internal controls and procedures are followed.
  • Input data into the appropriate software for vendors/carriers/clients within required timeframe.
  • Demonstrate expertise when operating all department equipment and software applications.
  • Execute administrative duties as assigned.
  • Additional responsibilities as assigned.

Preferred Qualifications

  • Bachelor's degree preferred
  • Support the Account Management Team with the renewal process
  • Gather client census data, current / renewal plan design and rate information, historical claims experience data, and any additionally related materials required to prepare RFP for client renewals and prospective groups
  • Analyze market proposals received to verify benefits, premium rates and competitiveness
  • Finalize client spreadsheets in accordance with internal requirements and client requests
  • Prepare and coordinate materials for the enrollment process and other formal client presentations​

Minimum Qualifications Required

  • High School Diploma or GED required
  • At least 5 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 organization, both internally and externally.

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

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, 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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