Benefit Specialist | Retirement Plans in Philadelphia at CBIZ

Date Posted: 11/16/2023

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)
  • Perform or review benefit calculations requiring retirement plan expertise and basic knowledge of actuarial concepts
  • Prepare or review estimates, election kits and other communication materials for retirement plan participants
  • Assist with the preparation and maintenance of specification documents in connection with the configuration of systems used to administer retirement plans
  • Assist with the preparation and maintenance of administration manuals documenting retirement plan provisions and operating procedures
  • Assist with the development and ongoing maintenance of web-based portals designed to assist retirement plan participants and sponsors
  • Assist with process improvements initiatives designed to increase the efficiency and effectiveness of service to retirement plan 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
  • Support the service center in connection with participant inquiries involving retirement plan data, provisions and administrative procedures
  • Additional responsibilities as assigned

Preferred Qualifications:

  • Bachelor’s degree
  • Courses in Math, Finance, Accounting, English, Computer Science or Actuarial Science 
  • Data analytics experience, working knowledge of SQL a plus (e.g., joining tables, specifying query criteria, grouping results, etc.)
  • General familiarity with actuarial concepts and calculations involved with retirement plan administration
  • General understanding of the statutory and regulatory requirements governing employee benefit plan design and administration
  • Client service experience
  • Project management experience
  • System testing experience (new features, regression testing, etc.)
  • Desire for continued advancement and professional growth

Minimum Qualifications:

  • High School Diploma or GED
  • 2 to 4 years of professional, Defined Benefits administration experience
  • Possesses a fundamental knowledge of Defined Benefits industry and professional concepts, principles, practices, and procedures
  • Possesses a fundamental knowledge of pertinent laws, regulations and professional standards
  • Proficient in MS Office Suite (Outlook, Word, Excel, PowerPoint, and Teams;  experience with VBA a plus)
  • Proven track record of being a motivated team player
  • Strong problem solver with good analysis skills; experience reconciling data discrepancies
  • Ability to handle and prioritize multiple simultaneous assignments and meet deadlines, with extraordinary attention to detail
  • Ability to self-learn and develop business and technical knowledge quickly
  • Ability to learn basic SQL querying
  • Takes ownership of work responsibilities
  • Demonstrates an open-minded approach to understanding people; effectively works with people at different levels within and outside of the organization
  • Strong communication skills and the ability to communicate appropriately to different audiences (peers, client contacts, manager, systems and service center teams, etc.)


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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.