Senior Analyst | Benefits & Insurance Transformation

Sr. Analyst

CBIZ is seeking a skilled Sr. Analyst 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.
• 5+ 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

• College Degree or equivalent
• 3 years related experience
• Ability to lead and coordinate the team activities of others
• Proficient use of applicable technology
• Ability to execute and draft technical instructions and guidelines
• Ability to document daily activities and system functions
• Able to work in a team environment
• 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