Account Coordinator | Employee Benefits (On-Site)

Status Category:

Full-Time

Exempt/Non-Exempt:

Non-Exempt

Scheduled Hours Per Week:

40

Job Code:

BI0118

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.

Position Overview:

The Office Manager / Administrative Assistant plays a critical role in ensuring the smooth operation of our office and supporting the day-to-day administrative needs of our team. This position requires a self-starter with excellent communication skills, attention to detail, and the ability to manage multiple tasks efficiently in a fast-paced environment.

Essential Functions and Primary Duties :

• Oversee daily office operations to ensure a productive and professional environment.
• Serve as the first point of contact for clients, vendors, and visitors; answer and direct phone calls.
• Manage calendars, schedule meetings, and coordinate internal and external appointments.
• Prepare client documents, proposals, presentations, and correspondence.
• Maintain and organize confidential client files, records, and databases in accordance with compliance standards.
• Assist with the onboarding of new clients and handle enrollment forms and benefit plan documents.
• Order and manage office supplies, equipment, and vendor services.
• Support the employee benefits team with billing, claims, and administrative follow-up as needed.
• Help plan and organize company meetings, trainings, and special events.
• Ensure compliance with company policies, industry regulations, and data privacy requirements.
• Perform other administrative and clerical duties as assigned.
  
  

Preferred Qualifications:

• 3 years of office management or administrative assistant experience, preferably in an insurance, financial services, or professional services environment.
• Familiarity with employee benefits (health, dental, vision, life insurance, etc.) is highly desirable.
• Excellent verbal and written communication skills.
• Strong organizational and time management abilities with keen attention to detail.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and comfortable learning new software systems (e.g., agency management systems like Applied Epic, Employee Navigator, or similar CRM tools).
• Ability to handle confidential information with discretion.
• Positive attitude, team player, and client service-oriented mindset.
  
  

Minimum Qualifications

• High School Diploma or GED required.
• 1-2 years of relevant work experience in the insurance industry.
• Ability to work in a team environment as well as independently.
• Must maintain current required licenses and certifications relevant to field 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.
  
  

CBIZ.Jobs Category: Client Management

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