Senior Lead Analyst
CBIZ

Job Info

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Job Description
With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level 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 has been honored to be the recipient of several national recognitions:

• 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work®
• 2019 America's Best Mid-Size Employers by Forbes
• 2019 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
• Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources

CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER).

Essential Functions and Primary Duties

• Coordinate and lead projects designed to provide data analytics to support decision making process
• Deliver advice about the financing of risk benefit programs, such as self-insurance, multinational risk benefits pooling, and employee benefit captive work
• Support intellectual capital development and new business opportunities
• Coordinate and lead projects such as benefit benchmarking, cost saving projects, and governance processes
• Proactively identify issues such as legislation and market practice that impact clients
• Coordinate and lead projects designed to measure and monitor metrics
• Additional responsibilities as assigned

Preferred Qualifications

• Bachelor's Degree with emphasis in Math, Statistics, or Finance

Minimum Qualifications

• High School Diploma or GED required
• Over 8 years of experience in benefit analysis for group employee benefits
• Must have the ability to compile, analyze, present, interpret financial, and statistical information to facilitate decision making
• Must maintain current required licenses and certifications relevant to field of expertise
• Demonstrate industry experience; product knowledge, proposal process, underwriting, regulatory trends, and presentations skills
• Expertise in managing clients with alternative funding arrangements
• Advanced skill in using computer application software for financial modeling, statistical analysis, and spreadsheet calculations
• Expert knowledge of state and federal benefits legislation
• Sets priorities and manages work flow to ensure efficient, timely, and accurate deliverables
• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
• Advanced problem solving and critical thinking skills
• Must be able to travel based on client and business needs

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