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:

• Manage the strategic relationship for assigned clients
• Demonstrate full understanding of the client and their plans
• Lead/oversee client/auditor conference calls 
• Establish and preserve a solid business rapport with clients and vendors
• Educate clients on applicable legislation developments, market trends, and client specific challenges
• Resolve complex customer service challenges
• Maintain data integrity and quality; oversees payroll feed process
• Census review and calculation of eligibility and benefits
• Assess and respond to legal or compliance issues as directed by Compliance group
• Plan, organize, and execute delivery of projects arising from client needs and expansion of services
• Listen effectively to ensure clear understanding of client needs
• Develop project plans along with budgets to effectively price and implement client projects
• Effectively manage client expectations regarding project timing and fee estimates
• Effectively manage projects in accordance with quality standards
• Consistently hit targets on budgets for both internal and external projects and initiatives
• Effectively train and develop staff 
• Additional responsibilities as assigned

Preferred Qualifications:

• Bachelor’s degree 

Minimum Qualifications: 

• High School Diploma or GED 
• At least six years of DB professional, administration experience
• Possesses comprehensive knowledge of industry and professional concepts, principles, practices and procedures
• Expert knowledge of pertinent laws, regulations and professional standards
• Proficient use of applicable technology
• Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
• Experience performing work that requires initiative and leadership skills
• Qualified Pension Administrator (QPA)
• Ability to contract with and influence leaders in the organization, good at networking, collaboration and sharing of ideas and successes
• Strong problem solver with good business analysis skills (e.g. build business cases, develop and implement plans for business cases, ask probative questions to identify requirements)
• Ability to handle and prioritize multiple simultaneous assignments, manage to critical deadlines, with extraordinary attention to detail
• Demonstrate an open-minded approach to understanding people regardless of differences; effectively works with people from diverse backgrounds
• Address conflicts by focusing on the issues at hand to develop effective solutions when disputes or disagreements occur
• Accept full responsibility for self and contribution as a team member
• 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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