Quoting and Implementation Specialist – Employee Benefits
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Job Description
Quoting and implementation specialist supporting CBIZ’s employee benefits insurance operations. Preparing quotes, onboarding clients, and creating enrollment materials for producers and account managers.
Responsibilities:
- Provide operational and marketing support to Small Group Hub (SGH) Producers and Account Managers
- Prepare medical and ancillary insurance quotes for Producers and Account Managers
- Accurately enter and maintain data within agency systems and carrier platforms
- Facilitate new client onboarding, including carrier installations, Broker of Record (BOR) processing, and EPIC intake documentation
- Create enrollment materials and benefit booklets for new and renewing clients
- Support Account Managers with administrative and service-related tasks
- Respond to internal and external client requests in a timely and professional manner
- Follow established procedures, quality controls, and compliance requirements
- Assist with departmental projects, process improvements, and other duties as assigned
Requirements:
- High School diploma or GED required; Bachelor's degree preferred
- 3 to 5 years of related experience
- Must be able to work in a team environment
- Presentation skills mandatory
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
- Must be able to travel based on client and business needs
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