Quoting and Implementation Specialist

Position: Quoting and Implementation Specialist | Employee Benefits
Provide operational and marketing support to Small Group Hub (SGH) Producers and Account Managers. This role requires strong attention to detail, excellent customer service skills, and the ability to manage multiple priorities in a fast-paced environment.

Essential Functions and Primary Duties

• 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.

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Minimum Qualifications

• High School diploma or GED required;
  Bachelor's degree preferred
• 3 to 5 years of experience 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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ABOUT US

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.