With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-tier 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 & Brightest Companies to Work for in the Nation
* Top Workplaces USA
* Fortune Best Workplaces for Women
* Best & Brightest Companies in Wellness
* Great Place to Work Certification
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 subproducers 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 subproducers.
* 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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