Job Description

With over 100 offices and nearly 6,000 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:  

• Top 101 2021 Best and Brightest Companies to Work For in the Nation 
• 2022 Top Workplaces USA  
• 2021 America's Best Mid-Size Employers 
• 2021 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

• Independently delivers services to clients and provides support to internal team members
• Assist in organizing daily tasks and managing work loads
• Assist internal and external clients with requests and problems in timely manner
• Ensure internal controls are followed accurately
• Record changes as appropriate to respective software program(s)
• Notify appropriate person/s of changes ensuring data accuracy
• Assist with new hire training
• Support internal employees; act as mentor for less experienced employees
• Assist team members by fielding questions prior to escalation to team leader
• Work to exceed department metrics and goals as established by manager and team leader
• Effectively operate all department equipment
• Perform full range of customer service according to commitments and standards set forth by the department
• Work to understand new department processes, procedures and/or programs; assist in training new or less experienced employees
• Additional responsibilities as assigned
• Process software sales orders
• Review order details for completeness and correctness
• Host hand off meetings from sales producer to operations team
• Host Welcome call with client to review order, implementation, methodology, and next steps.
• Upon conclusion of implementation, host transition calls with customer to review Service methodology
• Communicate effectively
• Meet established deadlines
• Effectively operate and use all departmental hardware and software.
• Perform other duties as assigned
• Needs excellent communication skills, professional client facing role.
• Experience with HR, Payroll, and Time Management Software
  

Preferred Qualifications

• Bachelor's degree

Minimum Qualifications

• High School Diploma or GED required
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Excellent customer relation skills
• Proficient use of applicable technology
• Ability to work in a team environment as well as independently
• Ability to prioritize multiple responsibilities and pay close attention to detail on many, varied tasks

The annual salary target for this job in this market is $19.51-$29.27 per hour. The specific compensation for this role

will be determined based on the education, experience, and skill set of the individual selected for this position.

The compensation above is not representative of an employee’s total compensation. Beyond income, you

have access to; comprehensive medical and dental insurance, retirement savings, life and disability insurance,

health care and dependent care reimbursement accounts, certification incentives, education assistance,

referral program and much more.

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.

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