#LI-HP1 # LI-Hybrid
ResponsibilitiesIn this role, you’ll be at the forefront of benefits & insurance innovation and digital transformation and have the opportunity to make a meaningful impact on our benefits & insurance practice by driving strategic change and implementing leading-edge technologies. Our culture fosters a collaborative, growth-oriented environment with a strong emphasis on professional development.
Essential Functions and Primary Duties
- Partner with benefits & insurance professionals and IT teams to identify and implement opportunities to streamline and standardize benefits & insurance processes leveraging offshore resources, automation, process reengineering and advanced workflow technologies to enhance accuracy, efficiency, and scalability.
- Gather, document, and translate business needs into detailed functional and technical requirements that align with project objectives and enable scalable benefits & insurance transformation solutions.
- Develop comprehensive process maps, workflow diagrams, and business requirements documents that clearly outline current and future state processes.
- Facilitate design workshops, stakeholder interviews, and process walkthroughs to capture current-state and future-state workflows, gather feedback, and document recommendations for improvement.
- Collaborate with our Business Intelligence & AI teams to implement advanced analytics, automation, and AI-driven solutions to empower benefits & insurance teams with actionable insights that enhance strategic decision making.
- Support project management activities, including timelines, resource planning, risk identification, and status reporting.
- Assist with change management efforts, including user training, documentation, and communication strategies.
- Monitor key performance indicators and adoption metrics to measure success and identify areas for continuous improvement.
- Evaluate and advise on new technologies, vendors and products and stay updated with industry trends.
Preferred Qualifications:
- Bachelor’s degree in Accounting, Business, Information Systems, or related field.
- 5+ years’ experience in benefits & insurance and/or benefits & insurance technology transformation.
Strong understanding of benefits & insurance processes and ability to quickly learn and navigate diverse service offerings.
- Deep understanding of the AI landscape and hands-on experience implementing AI tools, managing change, and delivering measurable value.
- Excellent analytical, problem-solving, and documentation skills.
- Strong communication skills; ability to interact effectively with cross-functional stakeholders and senior leadership.
- Detail-oriented, organized, and able to manage multiple competing priorities.
Travel Requirements:
- Less than 10% travel
Qualifications
Minimum Qualifications
- College Degree or equivalent
- 3 years related experience
- Ability to lead and coordinate the team activities of others
- Proficient use of applicable technology
- Ability to execute and draft technical instructions and guidelines
- Ability to document daily activities and system functions
- Able to work in a team environment
- Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally
- Ability to travel as required by business and on-call availability
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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.
Skills Required
- College degree or equivalent
- 3 years related experience
- Ability to lead and coordinate the team activities of others
- Proficient use of applicable technology
- Ability to execute and draft technical instructions and guidelines
- Ability to document daily activities and system functions
- Able to work in a team environment
- Demonstrated ability to communicate verbally and in writing throughout all levels of an organization
- Ability to travel as required by business and on-call availability
- Bachelor's degree in Accounting, Business, Information Systems, or related field
- 5+ years experience in benefits & insurance and/or benefits & insurance technology transformation
- Strong understanding of benefits & insurance processes
- Deep understanding of the AI landscape and hands-on experience implementing AI tools
- Excellent analytical, problem-solving, and documentation skills
- Strong communication skills with cross-functional stakeholders and senior leadership
- Detail-oriented, organized, and able to manage multiple competing priorities
What We Do
Named one of the "Best & Brightest Places to Work for" in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.
