Carrier Project Specialist

Essential Functions and Primary Duties

• Set up and maintain log in and password for carrier websites for Accounting (Cash Application) and Client Services.
• Responsible for adding and removing employees to websites for Client Services.
• Setting up security access for locations and producers
• Make sure all broker codes are paid under one payee code.
• Setup ACH for new carriers and carriers that are still paying by checks.
• Receiving carrier 2nd verification codes via text message or email and sending to Cash Application
• Send out W-9
• Make sure carriers are sending statements to commission's email that do not have websites.
• Primary contact for all carriers. About 250 carriers with websites.
• Roboform clean up
• Update Roboform
• Help find missing statements and set up for easy access in future
• Help with projects and cash application as needed.

Minimum Qualifications Required

#LI-MM2 #LI-Hybrid

ABOUT US

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 more than 160 locations in 22 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.