Licensing Specialist - Cbiz

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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