Manager | Benefits & Insurance Transformation
cbizIndependence (OH)
Manager | Benefits & Insurance Transformation
Posted yesterday
cbizIndependence (OH)
SENIORITY
Manager
About the role
Manager, Benefits & Insurance TransformationCBIZ 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 preferredPMP preferred
- Demonstrated knowledge of healthcare industry regulations, policies, and proceduresDemonstrated 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 proceduresDemonstrated 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
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.