Benefit Specialist | Retirement Plans in Woodstock at CBIZ

Date Posted: 9/28/2023

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:

  • Assist with new client implementations
  • Administer Defined Benefit processes, including retirement/ disability/ estimate calculation requests, death processing, pension payments and trustee maintenance (review and trust reconciliation), data feed reviews and maintenance, periodic reporting, etc.
  • Resolve escalations from the Service Center such as plan participant concerns, payroll errors, plan provision questions, and administrative nuances
  • Assist with the preparation of plan specification documents, administrative or provisional procedure documentation, non-standard benefit calculations, and valuation census files
  • Coordinate professionally with third-party vendors
  • Read and interpret Defined Benefit pension plan documents or administrative guidance materials as they relate to administration of the plan
  • Perform or review benefit calculations requiring plan expertise and basic knowledge of actuarial concepts
  • Assist in identifying areas where process improvements can increase the efficiency and effectiveness of service to clients
  • Support audit functions and respond to auditor questions 
  • Administer Qualified Domestic Relations Orders
  • Adhere to internal quality assurance standards
  • Occasionally attend offsite and onsite client meetings, as applicable
  • Additional responsibilities as assigned
  • Primary day-to-day contact for certain clients

Preferred Qualifications:

  • Bachelor’s degree 
  • Fundamental knowledge of SQL (e.g., writing queries and interpreting stored procedures and functions)
  • Experience in building and tracking automated administrative processes using Case Management system(s)
  • Experience as primary contact for client day-to-day relationships
  • Advanced understanding of Defined Benefit industry, regulations, and actuarial concepts
  • Strong leadership skills and a desire for continued professional growth
  • Experience testing systems changes prior to deployments
  • Experience with Microsoft Word Mail Merge

Minimum Qualifications: 

  • High School Diploma or GED  
  • 2 to 4 years of professional, retirement plan administration experience
  • Fundamental knowledge of the pension benefits industry including professional concepts, customary principles, practices, and procedures
  • Fundamental knowledge of pertinent laws, regulations and professional standards related to retirement plan administration
  • Mastery of MS Excel and Proficiency with other MS Office Suite applications (Outlook, Word, Access, 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 simultaneously handle multiple assignments for different clients
  • Ability to meet deadlines while maintaining 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.