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:

• Coordinate and manage new client implementations
• Prepare and maintain administration manuals in accordance with plan provisions
• Manage delivery of administrative services in accordance with contract terms
• Analyze and reconcile census data for recordkeeping and reporting purposes
• Manage HRIS / Payroll interface with the plan sponsor
• Determine eligibility and vesting in accordance with plan provisions
• Review benefit calculations to ensure agreement with plan provisions
• Prepare and maintain system specifications in accordance with plan provisions
• Design and maintain template forms and letters associated with contracted services
• Prepare disbursement instructions for the plan’s paying agent
• Coordinate distribution of participant disclosures required under ERISA (e.g. AFNs)
• Respond to routine and complex questions and information requests from plan fiduciaries, auditors and authorized agents thereof
• Resolve escalations and other complex situations involving benefit plan participants
• Assist with the implementation and communication of procedural changes needed to comply with new legislation and regulatory guidance
• Coordinate and manage special projects including lump sum windows, annuity buyouts, early retirement windows, etc.
• Prepare client invoices and respond to internal and external questions related thereto
• Train and develop staff including group presentations
• Lead client conference calls and occasionally attend and lead onsite and offsite client meetings, as applicable
• Administer Qualified Domestic Relations Orders
• Assist with the development of internal quality assurance standards and monitor staff adherence thereto
• Assist with new business proposals
• Additional duties and responsibilities as assigned

Preferred Qualifications:

• Bachelor’s degree 
• Qualified Pension Analyst (“QPA”) or equivalent
• 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 day-to-day client relationships
• Experience testing systems changes prior to deployments
• Experience with Microsoft Word Mail Merge

Minimum Qualifications:

• High School Diploma or GED  
• Over six years of DB professional, administration experience
• Expert knowledge of the pension benefits industry including professional concepts, customary principles, practices, and procedures
• Advanced 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
• Past experience performing work that requires initiative and leadership skills
• Past experience in coaching and teaching others   
• Proficient leadership skills and a desire for continued professional growth
• Ability to identify problems, analyze alternatives and manage solutions
• Ability to simultaneously manage multiple assignments for different clients
• Ability to meet deadlines while maintaining extraordinary attention to detail
• Ability to work collaboratively with others
• Ability to provide guidance and direction to staff in connection with complex issues
• 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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