Senior Analyst | Benefits & Insurance Transformation jobs in United States
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CBIZ · 1 week ago

Senior Analyst | Benefits & Insurance Transformation

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. They are seeking a Senior Analyst to leverage analytical expertise and professional services knowledge to drive process improvements and implement digital solutions within their benefits & insurance practice.

Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses

Responsibilities

Partner with benefits & insurance professionals and IT teams to identify and implement opportunities to streamline and standardize benefits & insurance processes leveraging offshore resources, automation, process reengineering and advanced workflow technologies to enhance accuracy, efficiency, and scalability
Gather, document, and translate business needs into detailed functional and technical requirements that align with project objectives and enable scalable benefits & insurance transformation solutions
Develop comprehensive process maps, workflow diagrams, and business requirements documents that clearly outline current and future state processes
Facilitate design workshops, stakeholder interviews, and process walkthroughs to capture current-state and future-state workflows, gather feedback, and document recommendations for improvement
Collaborate with our Business Intelligence & AI teams to implement advanced analytics, automation, and AI-driven solutions to empower benefits & insurance teams with actionable insights that enhance strategic decision making
Support project management activities, including timelines, resource planning, risk identification, and status reporting
Assist with change management efforts, including user training, documentation, and communication strategies
Monitor key performance indicators and adoption metrics to measure success and identify areas for continuous improvement
Evaluate and advise on new technologies, vendors and products and stay updated with industry trends

Qualification

Benefits & Insurance TransformationAI ImplementationProcess ImprovementBusiness AnalysisProject ManagementAnalytical SkillsTeam CoordinationCommunication SkillsDetail-oriented

Required

College Degree or equivalent
3 years related experience
Ability to lead and coordinate the team activities of others
Proficient use of applicable technology
Ability to execute and draft technical instructions and guidelines
Ability to document daily activities and system functions
Able to work in a team environment
Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally
Ability to travel as required by business and on-call availability

Preferred

Bachelor's degree in Accounting, Business, Information Systems, or related field
5+ years' experience in benefits & insurance and/or benefits & insurance technology transformation
Strong understanding of benefits & insurance processes and ability to quickly learn and navigate diverse service offerings
Deep understanding of the AI landscape and hands-on experience implementing AI tools, managing change, and delivering measurable value
Excellent analytical, problem-solving, and documentation skills
Strong communication skills; ability to interact effectively with cross-functional stakeholders and senior leadership
Detail-oriented, organized, and able to manage multiple competing priorities

Company

CBIZ through its subsidiaries, provides professional business services primarily to small and medium-sized businesses, individuals,

Funding

Current Stage
Public Company
Total Funding
unknown
2003-06-04Acquired
1995-05-05IPO

Leadership Team

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Brad Lakhia
Senior Vice President & Chief Financial Officer
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Ware H. Grove
SVP & CFO
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Company data provided by crunchbase