Health and Welfare Associate in Philadelphia, PA at CBIZ

Date Posted: 5/29/2018

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 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 recognized as one of the Best & Brightest Companies to Work for in the Nation for 2016. The Best and Brightest Companies to Work For® competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more. 

CBIZ Retirement Plan Services is a division of CBIZ, Inc., a publicly-traded corporation headquartered in Cleveland, OH (NYSE: CBZ).  CBIZ, Inc. is an integrated national provider of professional business services.  CBIZ has offices in most major metropolitan areas and over 4,300 total employees.  CBIZ specializes in two primary areas:  financial services - including accounting and tax, employee benefits - including retirement plan services and health & welfare consulting.  CBIZ combines the resources of a large public company with an entrepreneurial spirit and feel.  We take pride in our culture and strive to make CBIZ the best place to call home for a career.  CBIZ was named one of Forbes best employers in the consulting and accounting industry (2015).  

This position would provide support to the client team for all health and welfare administration items to ensure high quality results and customer satisfaction for our clients and internal contacts.

Essential Functions & Primary Duties: 

  • Assist with setup functions and testing on our H&W systems and to gain expertise on these platforms
  • Assist on all new client implementations as well as any open enrollment or special project for existing clients
  • Participant in internal and external client team meetings
  • Coordinate with internal teams including Development/IT, Shared Services and the Service Center when necessary
  • Assist with client reports and audits
  • Help prepare training materials for the Service Center
  • Handle daily deliverables according to the processing calendars and help to resolve open cases to ensure timeline delivery of tasks and completion of issues
  • Maintain updated processing and procedures documents as well as client plan requirements
  • Coordinate client printing and fulfillment jobs
  • Identify improvement and efficiency opportunities in our processes and deliverables
  • Work with third-party vendors, as applicable
  • Stay up to date on all H&W legislation
  • Performs other duties as assigned

Minimum Qualifications: 

  • BA/BS Degree preferred or minimum of 3+ years of work experience (benefits administration or outsourcing)
  • Project positive, professional attitude with excellent interpersonal, verbal and written communication skills
  • Works independently and with minimal supervision
  • Self-starter willing to take initiative to help organize and improve operations
  • Able to prioritize and manage multiple competing responsibilities
  • Show initiative including anticipating needs, suggesting improvements, and follow-up on work items
  • Proficient in Windows and Microsoft programs with excellent navigational skills
  • Detail-oriented with strong analytical and organizational skills
  • Will be trusted to secure and maintain confidential information


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CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, 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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