CBIZ
2 weeks ago – Be among the first 25 applicants
AC100
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 160+ locations in 22 major markets coast to coast.
Status Category:
Full‑Time Exempt/Non‑Exempt:
Non‑Exempt Job Code:
AC100
Essential Functions and Primary Duties
Set up and maintain log‑in credentials for carrier websites for Accounting (Cash Application) and Client Services.
Responsible for adding and removing employees to websites for Client Services (managing SSN information for producers and account managers).
Set up security access for locations and producers, providing carrier access rights.
Ensure all broker codes are paid under one payee code.
Set up ACH for new carriers and carriers still paying by checks.
Receive carrier 2nd verification codes via text or email and send to Cash Application.
Send out W‑9 forms.
Ensure carriers send statements to commission’s email that do not have websites.
Primary contact for all carriers (about 250 carriers with websites).
Clean up Roboform and update Roboform as needed.
Help find missing statements and set up for easy access in future.
Assist with projects and cash application as needed.
Minimum Qualifications Required
High school diploma or GED required.
Bachelor’s degree or two years of experience in a specialized subject matter.
Must maintain current required licenses and certifications relevant to the field of expertise.
Demonstrates the ability to communicate verbally and in writing at all organizational levels.
Effective customer service skills.
Proficient use of applicable technology.
Ability to work in a team environment as well as independently.
Ability to analyze and prioritize multiple responsibilities.
Reasonable Accommodation If you are a qualified individual with a disability, you may request reasonable accommodation by calling 844‑558‑1414 (toll free) or emailing
accommodations@cbiz.com .
Equal Opportunity Employer CBIZ is an equal opportunity employer and reviews applications for employment without regard to race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition, or any other reason prohibited by law.
Notice to Third‑Party Agencies CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person, or entity that submits an unsolicited resume to this site does so with the understanding that the applicant’s resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to the submitting agency.
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AC100
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 160+ locations in 22 major markets coast to coast.
Status Category:
Full‑Time Exempt/Non‑Exempt:
Non‑Exempt Job Code:
AC100
Essential Functions and Primary Duties
Set up and maintain log‑in credentials for carrier websites for Accounting (Cash Application) and Client Services.
Responsible for adding and removing employees to websites for Client Services (managing SSN information for producers and account managers).
Set up security access for locations and producers, providing carrier access rights.
Ensure all broker codes are paid under one payee code.
Set up ACH for new carriers and carriers still paying by checks.
Receive carrier 2nd verification codes via text or email and send to Cash Application.
Send out W‑9 forms.
Ensure carriers send statements to commission’s email that do not have websites.
Primary contact for all carriers (about 250 carriers with websites).
Clean up Roboform and update Roboform as needed.
Help find missing statements and set up for easy access in future.
Assist with projects and cash application as needed.
Minimum Qualifications Required
High school diploma or GED required.
Bachelor’s degree or two years of experience in a specialized subject matter.
Must maintain current required licenses and certifications relevant to the field of expertise.
Demonstrates the ability to communicate verbally and in writing at all organizational levels.
Effective customer service skills.
Proficient use of applicable technology.
Ability to work in a team environment as well as independently.
Ability to analyze and prioritize multiple responsibilities.
Reasonable Accommodation If you are a qualified individual with a disability, you may request reasonable accommodation by calling 844‑558‑1414 (toll free) or emailing
accommodations@cbiz.com .
Equal Opportunity Employer CBIZ is an equal opportunity employer and reviews applications for employment without regard to race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition, or any other reason prohibited by law.
Notice to Third‑Party Agencies CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person, or entity that submits an unsolicited resume to this site does so with the understanding that the applicant’s resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to the submitting agency.
#J-18808-Ljbffr