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CAREERS AT CBIZ

Benefit Specialist - Retirement Plan Services in GA, Woodstock at CBIZ

Date Posted: 5/3/2019

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 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 recognized as one of the Best & Brightest Companies to Work for in the Nation for 2016. The Best and Brightest Companies to Work For® competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more. 

CBIZ Retirement Plan Services (CBIZ RPS) is the largest Investment Advisor in the Cleveland, OH area and provides institutional consulting solutions to corporations, public entities, and non-profit organizations.  We primarily consult with companies on their 401(k), 403(b), or defined benefit pension plans, specializing in investment management, investment consulting, as well as compliance and design.  In total, CBIZ RPS consults on approximately $13 billion in assets, and our clients range from large multinational publicly-traded companies to small businesses.

Essential Functions and Primary Duties

  • Resolve escalations from the Service Center such as payroll errors, plan provision questions, and administrative nuances
  • Provide review and oversight of work performed by service center staff such as plan specification documents, benefit calculations, and valuation censuses
  • Work with third-party vendors
  • May attend offsite and onsite client meetings
  • Identify and implement processes to increase the efficiency and effectiveness of providing service center support to clients
  • Administration of normal DB processing such as death cases, disability, retirement and estimate packages, deductions/reimbursements, trustee maintenance (data entry and/or review/approval), client feed maintenance
  • Handle escalation calls with participants
  • Support of Audit functions and respond to auditor questions 
  • Administration of Qualified Domestic Relations Orders
  • Ability to identity causes, analyze data, and resolve issues of pension problems
  • Working knowledge of benefit administration principles, employee benefit rules, regulations and technology 
  • Ability to organize, set priorities and complete multiple processes within established deadlines. 
  • Additional responsibilities as assigned

Preferred Qualifications

  • Bachelor’s degree 

Minimum Qualifications

  • High School Diploma or GED
  • At least three years of professional, benefits administration 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
  • 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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