Carrier Project Specialist

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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.

Essential Functions and Primary Duties

• Set up and maintain log in and password for carrier websites for Accounting (Cash Application) and Client Services.
• Responsible for adding and removing employees to websites for Client Services. (dealing with social security numbers of Producers and Account managers to set up carrier access)
• Setting up security access for locations and producers (providing carrier with access rights they should be set up with).
• Make sure all broker codes are paid under one payee code.
• Setup ACH for new carriers and carriers that are still paying by checks.
• Receiving carrier 2nd verification codes via text message or email and sending to Cash Application
• Send out W-9
• Make sure carriers are sending statements to commission's email that do not have websites.
• Primary contact for all carriers. About 250 carriers with websites.
• Roboform clean up
• Update Roboform
• Help find missing statements and set up for easy access in future
• Help with projects and cash application as needed.

Minimum Qualifications Required

#LI-MM2 #LI-Hybrid