Technology Platform Specialist | Employee Benefits

CBIZ • Kansas City, MO

9d • Hybrid

About The Position

The Technology Platform Specialist will maintain a knowledge and awareness of the technology available in the industry and what products and services are in the market that could be utilized by CBIZ EB. This role involves maintaining access to software, providing training, scheduling new client implementations, and troubleshooting software issues with clients and staff. The specialist will also train admin staff and employees on selected technology platforms, set up client sites for renewals and open enrollment, and train new CBIZ hires on technology platforms. Regular training sessions for existing staff on software upgrades and new functionality will also be conducted. Additional responsibilities may be assigned.

Requirements

• High school diploma or GED required.
• 3 to 5 years of related insurance industry experience and the ability to quickly learn new platforms.
• Demonstrates proficiency in making presentation in a sales or training setting.
• Organized, detail-oriented, thorough, and accurate with a strong sense of urgency and ability to prioritize in a fast-paced environment.
• Excellent communication skills, both written and oral.
• Proficient use of applicable technology.
• Ability to work as part of a team, meet deadlines and take instruction from multiple sources.
• Proactive decision-maker with the ability to see the big picture.

Nice To Haves

• Bachelor's degree preferred.

Responsibilities

• Maintain a knowledge and awareness of the technology available in the industry and what products and services are in the market that could be utilized by CBIZ EB.
• Maintains access to the software and provides training.
• Schedules all new client implementation.
• Works with clients and staff to ensure that all software is working properly and troubleshoots any issues with appropriate tech staff.
• Works with clients using selected technology platform to train admin staff and provide group training to employees at Open Enrollment meetings.
• Sets up client sites for renewal and open enrollment using selected technology platform.
• Trains new CBIZ hires technology platforms and provides regular training sessions for existing staff as software is upgraded and new functionality becomes available.
• Additional responsibilities as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED