Manager | Benefits & Insurance Transformation

CBIZ; Atlanta (GA); Sur place; USD 110 000 - 145 000; Plein temps

Résumé du poste

CBIZ seeks a Manager in its Benefits & Insurance Transformation team to drive process improvements, implement digital solutions, and support strategic change initiatives. You will partner with benefits professionals and IT to analyze requirements, design scalable solutions, and enable adoption of transformative technologies across the firm.

Ideal candidates bring 7+ years in benefits/insurance transformation, strong analytics, and hands-on experience with AI tools and SDLC methodologies.

Qualifications

• Bachelor’s degree or equivalent experience required.
• At least 6 years of related experience required.
• Minimum 3 years of supervisory experience required.
• A degree in Information Technology, Computer Systems Analysis, or MIS preferred.
• PMP preferred.
• Knowledge of healthcare industry regulations, policies and procedures.
• Experience with IT project planning, delivery and execution using Traditional and Agile SDLC methodologies.
• Experience with VSTS, Jira or similar collaboration tools.
• Ability to lead a team and coordinate with peer teams.
• Ability to document and recommend new policies and procedures.
• Excellent verbal and written communication across all organizational levels.
• Travel as required and on-call availability.
• Ability to lift up to 50 lbs.

Responsabilités

• Partner with benefits & insurance pros and IT teams to streamline processes via automation and workflow tech.
• Gather, document, and translate business needs into detailed requirements.
• Develop process maps, workflow diagrams, and BRDs for current/future state.
• Facilitate workshops and interviews to capture workflows and improvements.
• Collaborate with BI & AI teams to implement analytics and AI-driven solutions.
• Support project management activities including timelines and risk.
• Assist with change management, training and documentation.
• Monitor KPIs and adoption metrics for continuous improvement.
• Evaluate new technologies, vendors and products; stay industry updated.

Connaissances

Analytical skills

Stakeholder interviews

Business requirements

Process redesign

Change management

Project management

BI & AI collaboration

Communication skills

SDLC knowledge

Formation

Bachelor's degree in Information Systems

PMP certification (preferred)

Outils

Jira

VSTS

Description du poste

Job Description

CBIZ is seeking a skilled Manager to join our Benefits & Insurance Transformation team. The ideal candidate will leverage deep analytical expertise and professional services knowledge to drive process improvements, implement digital solutions, and support strategic change initiatives within our benefits & insurance practice. You will collaborate with cross-functional teams to analyze business requirements, design effective solutions, and facilitate the successful adoption of benefits & insurance technologies across the firm.

In this role, you’ll be at the forefront of benefits & insurance innovation and digital transformation and have the opportunity to make a meaningful impact on our benefits & insurance practice by driving strategic change and implementing leading-edge technologies. Our culture fosters a collaborative, growth-oriented environment with a strong emphasis on professional development.

Essential Functions And Primary Duties

• Partner with benefits & insurance professionals and IT teams to identify and implement opportunities to streamline and standardize benefits & insurance processes leveraging offshore resources, automation, process reengineering and advanced workflow technologies to enhance accuracy, efficiency, and scalability.
• Gather, document, and translate business needs into detailed functional and technical requirements that align with project objectives and enable scalable benefits & insurance transformation solutions.
• Develop comprehensive process maps, workflow diagrams, and business requirements documents that clearly outline current and future state processes.
• Facilitate design workshops, stakeholder interviews, and process walkthroughs to capture current-state and future-state workflows, gather feedback, and document recommendations for improvement.
• Collaborate with our Business Intelligence & AI teams to implement advanced analytics, automation, and AI-driven solutions to empower benefits & insurance teams with actionable insights that enhance strategic decision making.
• Support project management activities, including timelines, resource planning, risk identification, and status reporting.
• Assist with change management efforts, including user training, documentation, and communication strategies.
• Monitor key performance indicators and adoption metrics to measure success and identify areas for continuous improvement.
• Evaluate and advise on new technologies, vendors and products and stay updated with industry trends.

Preferred Qualifications

• Bachelor’s degree in Accounting, Business, Information Systems, or related field.
• 7+ years’ experience in benefits & insurance and/or benefits & insurance technology transformation.
• Strong understanding of benefits & insurance processes and ability to quickly learn and navigate diverse service offerings.
• Deep understanding of the AI landscape and hands-on experience implementing AI tools, managing change, and delivering measurable value.
• Excellent analytical, problem-solving, and documentation skills.
• Strong communication skills; ability to interact effectively with cross-functional stakeholders and senior leadership.
• Detail-oriented, organized, and able to manage multiple competing priorities.

Travel Requirements

• Less than 10% travel

Minimum Qualifications

• Bachelor’s degree or equivalent experience required
• At least 6 years of related experience required
• Minimum 3 years of supervisory experience required
• A degree in Information Technology, Computer Systems Analysis, or Management Information Systems is preferred
• PMP preferred
• Demonstrated knowledge of healthcare industry regulations, policies, and procedures
• Demonstrated knowledge and experience working with business stakeholders and leaders, IT project planning, delivery, and execution using Traditional and Agile SDLC methodologies
• Experience with VSTS, Jira, and/or other team/project collaboration tools
• Ability to work in and lead a team, while communicating and coordinating with peer teams
• Ability to formulate, document and recommend new policies and procedures
• Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally
• Ability to travel as required by business and on-call availability
• Ability to lift up to 50lbs

About Us

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.