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.
As a critical member of the CBIZ Legal, Risk and Compliance Department, reporting directly to the General Counsel for CBIZ Benefits & Insurance Services Division and CBIZ, Inc.'s Chief Legal Officer, the Associate General Counsel will identify, minimize, direct, and help solve CBIZ's risks across the country, both individually and, when appropriate, with the assistance of outside legal counsel. The Associate General Counsel will collaborate and work with the Legal, Risk, and Compliance Department.
Essential Functions and Primary Duties:
*Manage and work to resolve known, and E&O claims, litigation and regulatory matters.
*Investigate potential claims, conduct interviews, gather documents, and manage outside counsel when necessary.
*Provide guidance to internal business clients on legal and risk management issues including training and solutions.
*Proficiency in drafting and reviewing contracts in multiple areas.
*Lead, mentor, and develop member of the legal, risk, and compliance team, fostering a culture of accountability, collaboration, and continuous improvement.
*Oversee workload management, set priorities, and allocate resources to ensure timely and effective resolution of complex legal and risk matters.
*Provide coaching and professional development opportunities to build team expertise in insurance, litigation, and regulatory compliance.
*Collaborate with cross-functional leaders and departments to proactively identify potential risk and develop strategies to mitigate them.
*Work collaboratively with business transformation and IT teams to automate and drive efficiency in compliance and regulatory processes.
*Understand and stay ahead of innovations and market trends related to delivering compliance materials, leveraging emerging tools and best practices to enhance client experience and compliance effectiveness.
*Reinforce the ethical standards of the company and model integrity and compliance in all actions.
Preferred Qualifications:
*Must possess a Juris Doctorate degree.
*A minimum of 15 years of business and/or employment litigation experience
*A minimum of 15 years of experience in the areas of insurance (Departments of Insurance, Insurance Regulators, 50-state licensing and general insurance and regulatory compliance matters)
*Deep understanding and experience with insurance companies (employee benefits, property & casualty, and retirement)
*Counseling and litigation experience with employment law (Title VII, wage/hour, etc.), restrictive covenant and non-disclosure of confidential information obligations and trade secret matters
*Background in professional services, malpractice claims, accounting or insurance broker malpractice is a plus.
*Proven track record of representing clients on matters in multiple states.
*Skilled in consulting with human resources professionals on employment matters.
*Demonstrated ability to represent clients before federal or state regulatory bodies.
*Proficient at consulting on risk management matters related to M&A, insurance, and data privacy.
*Familiarity with the unique issues faced by public companies; significant representation of public companies is a plus.
*Capable of working independently and managing numerous complex legal issues simultaneously with minimum supervision.
*Effective in communicating with management, corporate and support staff, field personnel, attorneys, witnesses, and experts.
*Demonstrated commitment to delivering exceptional service to internal business clients.
*Sound business judgment applied effectively within a legal context.
*Proven leadership and team management capabilities, including direct experience overseeing teams.
*Strong legal research skills
*Clear and effective written and verbal communication.
*Comfortable with presenting to a range of audiences.
*Law license in good standing
*The ideal candidate will hold relevant credentials in areas such as insurance, law, accounting, tax, or related products and services, and bring at least 15 years of industry experience.
*Strong strategic leadership and management capabilities are essential.
*Excellent verbal and written communication skills, collaborative with internal groups to reach workable solutions, able to anticipate problems, creatively assess alternatives and manage conflicts.
Minimum Qualifications:
*The successful candidate will be credentialed in applicable areas of expertise (i.e. law, accounting, tax, product/services) with at least ten years of relevant experience in the field or industry.
*Must have strengths in leadership and management from a strategic perspective.
*Excellent verbal and written communication skills, collaborative with internal groups to reach workable solutions, able to anticipate problems, creatively assess alternatives and manage conflicts.
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CBIZ
Oct 16, 2025