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:

• 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work
• 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
• Top 101 2020 Best and Brightest Companies to Work For in the Nation
• 2020 Healthiest 100 Workplace in America
• 2021 Top Workplaces USA

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 & investment solutions 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

• Coordinate and lead projects designed to provide data analytics to support decision making process
• Deliver advice about the financing of risk-benefit programs, such as self-insurance, multinational risk benefits pooling, and employee benefit captive work
• Support intellectual capital development and new business opportunities
• Coordinate and lead projects such as benefit benchmarking, cost-saving projects, and governance processes
• Proactively identify issues such as legislation and market practice that impact clients
• Coordinate and lead projects designed to measure and monitor metrics
• Additional responsibilities as assigned

Preferred Qualifications

• Bachelor's Degree with emphasis in Math, Statistics, Accounting or Finance

Minimum Qualifications

• High School Diploma or GED required
• Over 8 years of experience in benefits analysis for group employee benefits
• Must have the ability to compile, analyze, present, interpret financial, and statistical information to facilitate decision making
• Must maintain current required licenses and certifications relevant to the field of expertise
• Demonstrate industry experience; product knowledge, proposal process, underwriting, regulatory trends, and presentations skills
• Expertise in managing clients with alternative funding arrangements
• Advanced skill in using computer application software for financial modeling, statistical analysis, and spreadsheet calculations
• Expert knowledge of state and federal benefits legislation
• Sets priorities and manages workflow to ensure efficient, timely, and accurate deliverables
• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
• Advanced problem solving and critical thinking skills
• Must be able to travel based on client and business needs