What are the responsibilities and job description for the Regional Manager position at CBIZ, Inc.?
CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.
CBIZ strives to be our team members’ employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Essential Functions and Primary Duties
- Has supervisory responsibility for incumbents in higher level professional roles and/or directs work through subordinate team leaders, supervisors or managers
- Leads efforts to provide third-party administration to an assigned block of clients
- Capitalize on and grow individual talent
- Responsible for the overall strategic results as well as the strategic coordination of servicing clients
- Identify opportunities that challenge and encourage the development of people
- Provide regular feedback; acknowledge success and the need for improvement
- Develop and support individual career plans
- Achieve organizational objectives through the coordinated achievements of subordinate staff
- Develop and create ideas, processes and approaches that shape the future
- Act to address current issues and determine future priorities; creates a culture of accountability
- Focus efforts on fulfilling customer expectations by seeking insight into customer needs and developing solutions that provide value for the customer
- Additional responsibilities as assigned
Preferred Qualifications
- Bachelor's degree preferred
- High School Diploma or GED required; Bachelor’s degree preferred
- Over 7 years of retirement plan administration and compliance experience, including managing a book of business
- Possesses highly advanced and broad understanding of industry and professional principles, practices, and procedures
- Expert knowledge of pertinent laws, regulations and professional standards
- Experience performing work that requires initiative and leadership skills
- Experience in coaching and teaching others
- Qualified Pension Administrator (QPA), Qualified 401(K) administrator (QKA), or similar
- 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
Minimum Qualifications
- High School Diploma or GED required
- Over 7 years' experience in area of expertise with increasing complexity
- At least 5 years' experience supervising and leading staff
- Must maintain current required licenses and certifications relevant to field of expertise
- Demonstrate industry experience and technical knowledge in area of expertise
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
- Expert knowledge of state and federal legislation and regulations impacting discipline
- Expertise in managing clients
- Advanced problem solving and critical thinking skills
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