Job Information
CBIZ Accounting Tax and Advisory of New York LLC Operations Analyst | Property & Casualty in Ewing, New Jersey
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:
- Works closely with the Director of Operations to coordinate daily business operations such as accuracy in regional client service metrics, generating reports, commission accounting corrections, and general invoicing inquires.
- Collaborate with the Director to develop and improve upon services, programs, and processes standards in support of the regional client service team.
- Generates and distributes routine and ad hoc reports as needed.
- Supports the regional client service team in various technology support strategies, including training refreshers on platforms - ex. Acucomp, Ecerts, and Broker Buddha.
- Conduct routine report audits within the region to maintain operational efficiency and compliance.
- Provide support to the client service team by using monitoring tools to ensure service standards and deliverable timelines are met for all accounts, focusing on key accounts.
- Serve as a backup to the centralized biller when necessary.
- Supports Director of Operations on various projects as assigned.
Preferred Qualifications:
- Bachelor's degree
- 3+ years of applicable industry experience, preferably insurance agency operations
- Must have or obtain required licenses/certificates
- Strong attention to detail
- Advanced problem solving and critical thinking skills
- Exceptional analytical skills to sift through high volumes of data and information
- Experience utilizing industry related software (ex. Sagitta, Helix, etc.)
Minimum Qualifications:
- High School Diploma or GED
- Zero to two years of professional experience with analysis, information science, or other relevant quantitative field
- Possesses fundamental knowledge and understanding of database interface tools, SQL and programming concepts, data management best practices
- Possesses fundamental knowledge of pertinent laws, regulations, and professional standards
- Proficient use of applicable technology
- Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
- Experience performing work that requires initiative and leadership skills
- Ability to anticipate and elicit customer needs
- Ability to self-learn and develop business and technical knowledge quickly
- Motivated team player with demonstrated interpersonal skills
- Comfortable working with quick turnaround times and deadlines
- Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
- Capacity to adapt and work effectively within a variety of situations, and with various individuals or groups
- Display innovative ideas and solutions and capacity to identify and eliminate redundant work efforts and inefficient processes
- Ability to travel as necessary
#LI-KW1 #LI-Hybrid
CBIZ.Jobs Category: Operations
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EQUAL OPPORTUNITY EMPLOYER CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement. | |
Notice to Third-Party Agencies CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.
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CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, marital status, military status, veteran status, sexual orientation, gender identity, disability, or medical condition or any other reason prohibited by law.