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

• Working under direction manages the day-to-day delivery of services for an assigned block of accounts
• Resolve the most complex customer service problems directly
• May support senior level client services team members
• Day to day contact for client for service needs
• Escalate client concerns when appropriate
• Ability to conduct client meetings as needed
• Maintain data integrity and quality with any applicable software on a timely basis
• Take lead on designated renewals: prepare renewal information and present the CBIZ solution
• Coordinate employee communications for enrollment
• Oversee new client set-up, renewals and open enrollment meetings
• Establish and preserve a solid business rapport with clients and vendors
• Discuss with clients applicable legislation and market trends
• Generate client interest in additional lines of coverage and cross serving opportunities
• Coach and assist less tenured client services staff
• Additional responsibilities as assigned

Preferred Qualifications

• Minimum 1-2 years of payroll experience
• Experience with HRIS or Human Capital Management software preferred
• Service Bureau experience helpful
• Experience with UKG Workforce Ready is a plus
• Bachelor's Degree

Minimum Qualifications

• High School Diploma or GED equivalent required
• 3 years experience in industry or related field
• Strong communication skills both oral and written with all levels of an organization, both internally and externally
• Must obtain and preserve required licenses/certifications as required
• Proficient use of applicable technology
• Able to work in a team environment as well as independently
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Travel based on client and business needs
• Ability to travel as necessary

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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