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 is honored to be the recipient of several national recognitions for 2023:

• Best and Brightest Companies to Work for in the Nation
• Top Workplaces USA
• Best Places to Work in Insurance
• Best and Brightest Companies in Wellness
• 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 *complex 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 actionsas 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

*Complexity is based on the degree of uncertainty, financial risk, technical requirements, urgency, and volume or size.

Preferred Qualifications

• Bachelor's Degree HR, Marketing, Communications, or Business
• Experience in Excel and PowerPoint
• Experience in Publisher and Adobe InDesign

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

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