Job Description

With over 120 offices and nearly 7,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.     

CBIZ has been honored to be the recipient of several national recognitions:     

•       2022 Best and Brightest Companies to Work for in the Nation  
•       2023 Top Workplaces USA  
•       2022 America's Best Mid-Size Employers  
•       2022 Best and Brightest Companies in Wellness  
•       2022 Great Place to Work Certification  

CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER).   

Essential Functions and Primary Duties:

• Primary contact for a specified block of business and is responsible for the overall client satisfaction on the assigned business
• Effectively uses available resources to resolve a variety of issues with clients, including inquiries on compliance, tax reporting, audits, re-pricing of contracts, and IRS guidelines
• Respond to Plan sponsors in a professional and timely manner concerning issues or questions
• Promote client retention and identify opportunities to build existing relationships through timely service quality
• Provide value add solutions to increase operational efficiencies
• Collaborate with internal partners in the delivery of timely and accurate information in response to inquiries and/or service issues
• Assist with the introduction of new products and services
• Resolve complex situations or requests
• Create plan communications focusing on compliance and education
• Attend client meetings and prepares materials for meetings
• Achieve service goals established by department
• Additional responsibilities as assigned

Preferred Qualifications:

• Bachelor's degree

Minimum Qualifications:

• High School Diploma or GED  
• At least three years of professional, retirement plan administration, and compliance experience
• Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
• Possesses comprehensive knowledge of pertinent laws, regulations, and professional standards
• Proficient use of applicable technology
• Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
• Experience performing work that requires initiative and leadership skills
• Pursuing Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA) 
• Ability to anticipate and elicit customer needs
• Ability to self-learn and develop business and technical knowledge quickly 
• Motivated team player with demonstrated interpersonal skills
• Comfortable working with quick turnaround times and deadlines
• Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
• Ability to travel as necessary

REASONABLE ACCOMMODATION

If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.

EQUAL OPPORTUNITY EMPLOYER

CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.

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