CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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.
Essential Functions and Primary Duties:
* Prepare and submit insurance license applications and renewals for resident and non-resident licenses, as needed, for CBIZ Associates.
* Prepare and submit appointments for insurance licensed CBIZ Associates.
* When applicable, prepare and submit appointments for CBIZ sub producers who place business under CBIZ agent agreements.
* Assist new hires who have a need for pre-licensing coursework and/or continuing education compliance.
* Maintain the CBIZ Licensing database which requires continued monitoring to ensure accurate records for licensing, appointments and continuing education for insurance licensed CBIZ Associates.
* Develop positive working relationships with CBIZ Associates, carrier licensing & contracting departments & state departments of insurance.
* Establish insurance licensing/credentialing policies & procedures with each assigned CBIZ business unit location, insurance licensed CBIZ Associates and, if applicable, CBIZ sub producers.
* Additional responsibilities as assigned.
Preferred Requirements:
* 2 - 3 years of compliance, contracting & licensing experience.
* Paralegal certificate.
Minimum Qualifications Required:
* High school diploma or GED required
* Bachelor's Degree or two years of experience on a specialized subject matter
* Must maintain current required licenses and certifications relevant to field of expertise
* Demonstrates the ability to communicate verbally and in writing throughout all levels of
organization, both internally and externally
* Effective customer service skills
* Proficient use of applicable technology
* Ability to work in team environment as well as independently
* Ability to analyze and prioritize multiple responsibilities
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CBIZ
Jul 28, 2025