Participant Services Representative in Uniontown, OH at CBIZ

Date Posted: 4/26/2018

Job Snapshot

Job Description

CBIZ Benefits & Insurance provides a full suite of services to organizations seeking quality and cost-efficiency in their operations. Our most broad services focus on benefits, insurance, financial and accounting consulting. We are ranked as one of the Top 20 Benefit Brokers in U.S. Businesses  (Business Insurance Magazine 2016) and one of America's Best Employers (Forbes 2015). Our professionals serve client organizations in an array of industries by combining their local expertise and presence with the strength and support of national resources.

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). 

Essential Functions and Primary Duties

  • Submit improvement ideas for better efficiency/higher quality
  • Enter DRN information into the intranet
  • Mail/email participant distribution paperwork
  • Receive completed participant paperwork and check for completeness; follow-up as necessary
  • Complete loan amortization schedules, promissory notes and fund company paperwork as necessary
  • Mail/fax final fund company and plan sponsor correspondence as necessary
  • Cross-check other processor work for errors
  • Enter information into the intranet for tracking purposes
  • Process force-outs for non-responsive terminated participants
  • Process loan defaults for non-responsive terminated participants
  • Process corrective distributions/RMDs from the DC department
  • Enter 1099-R information on distributions where CBIZ is responsible for issuing
  • Miscellaneous mailings and projects as they occur
  • Manage Plan Termination distribution projects
  • Assist Client Service Representatives and other internal team members with distribution related requests
  • Manage incoming phone calls from participants, clients, brokers, advisors and fund companies; assist with all distribution related questions/issues
  • Answer client/participant/advisor emails and voicemails according to the CBIZ standard service level
  • Other duties as assigned

Minimum Qualifications

  • High School Diploma or GED required; Bachelor’s degree preferred
  • 1 year of relevant work experience
  • Ability to work in a team environment as well as independently
  • Must obtain and preserve required licenses/certifications
  • Proficient use of applicable technology
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally


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


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.


not ready to apply ?

Joining our Talent Network will enhance your job search and application process. Whether you choose to apply or just leave your information, we look forward to staying connected with you.