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:

• Open a case for every inquiry, including those that can be resolved during the first call or e-mail, as well as inquiries that require substantive research or a response
• Ensure accuracy in processing and responding within service level guidelines
• Assist and resolve retirement plan participant requests and issues:
  • Obtain account information
  • Answer questions
  • Execute transactions
  • Respond to plan questions
  • Process benefit payments
• Additional responsibilities as assigned

Preferred Qualifications:

• Bachelor's degree

Minimum Qualifications:

• High School Diploma or GED  
• Zero to Two years of relevant work experience in the retirement planning industry
• Proficient use of applicable technology
• Advanced computer skills in Word, Excel, PowerPoint, and Outlook
• Experience with digital data management/filling system is an asset
• Ability to manage multiple projects and deliverables simultaneously
• Excellent written/verbal communication skills and use of grammar
• Excellent organizational skills and attention to detail
• Ability to adapt to a changing environment
• Ability to follow standard procedures
• Ability to work cooperatively with others
• Ability to build relationships and trust with internal and external clients and other key stakeholders

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.

PAY TRANSPARENCY PROTECTION NOTIFICATION