Technology Platform Specialist | Employee Benefits

#LI-KW1 #LI-Hybrid 

Essential Functions and Primary Duties

• Maintain a knowledge and awareness of the technology available in the industry and what products and services are in the market that could be utilized by CBIZ EB.
• Maintains access to the software and provides training.
• Schedules all new client implementation.
• Works with clients and staff to ensure that all software is working properly and troubleshoots any issues with appropriate tech staff.
• Works with clients using selected technology platform to train admin staff and provide group training to employees at Open Enrollment meetings.
• Sets up client sites for renewal and open enrollment using selected technology platform.
• Trains new CBIZ hires technology platforms and provides regular training sessions for existing staff as software is upgraded and new functionality becomes available
• Additional responsibilities as assigned.

Minimum Qualifications

• High school diploma or GED required. Bachelor's degree preferred
• 3 to 5 years of related insurance industry experience and the ability to quickly learn new platforms
• Demonstrates proficiency in making presentation in a sales or training setting.
• Organized, detail-oriented, thorough, and accurate with a strong sense of urgency and ability to prioritize in a fast-paced environment
• Excellent communication skills, both written and oral
• Proficient use of applicable technology
• Ability to work as part of a team, meet deadlines and take instruction from multiple sources
• Proactive decision-maker with the ability to see the big picture

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.