Associate Benefits Specialist | Retirement in Philadelphia at CBIZ

Date Posted: 11/28/2023

Job Snapshot

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:

  • Analyze and reconcile data maintained in connection with retirement plans including pension, retiree medical, deferred compensation and severance. 
  • Process updates to retirement plan data based on external sources (e.g., sponsor HRIS / payroll provider)
  • Calculate retirement plan benefits in accordance with plan provisions and approved administrative procedures
  • Prepare estimates, election kits, and other communication materials for retirement plan participants
  • Assist with the development and ongoing maintenance of web-based portals designed to assist retirement plan participants and sponsors
  • Research retirement plan documents and prior administrative procedures to resolve member and/or sponsor questions
  • Coordinate professionally with third-party vendors
  • Respond to questions from internal and external auditors, as applicable
  • Occasionally attend offsite and onsite client meetings, as applicable
  • Interact with retirement plan sponsors as a day-to-day contact with supervision and support
  • Additional responsibilities as assigned 

Preferred Qualifications:

  • Bachelor’s degree 
  • Courses in Math, English, Finance, Accounting, Computer Science or Actuarial Science
  • Experience working with data, general knowledge of SQL a plus (e.g., joining tables, specifying criteria, grouping query results, etc.)
  • General familiarity with employee benefit plans, work experience with retirement plans a plus
  • Willingness to take the lead on projects and other assignments involving multiple team members, actual staff management or project management experience a plus
  • Desire for continued advancement and professional growth
  • Ability to analyze system output for agreement with specifications, actual system testing experience a plus (e.g., new feature testing, regression testing, etc.)

Minimum Qualifications: 

  • High School Diploma or GED 
  • Zero to two years of professional, benefits administration experience
  • Possesses fundamental knowledge of industry and professional concepts, principles, practices, and procedures
  • Possesses fundamental 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
  • 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
  • Capacity to adapt and work effectively within a variety of situations, and with various individuals or groups
  • Display innovative ideas and solutions and capacity to identify and eliminate redundant work efforts and inefficient processes
  • Ability to travel as necessary


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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.