What are the responsibilities and job description for the Lead Account Manager (Reviewer) | Retirement position at CBIZ?
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:
- Primary contact for a specified block of business and is responsible for the overall client satisfaction on the assigned business
- Effectively uses available resources to resolve a variety of issues with clients, including inquiries on compliance, tax reporting, audits, re-pricing of contracts, and IRS guidelines
- Respond to Plan sponsors in a professional and timely manner concerning issues or questions
- Promote client retention and identify opportunities to build existing relationships through timely service quality
- Provide value add solutions to increase operational efficiencies
- Collaborate with internal partners in the delivery of timely and accurate information in response to inquiries and/or service issues
- Assist with the introduction of new products and services
- Resolve complex situations or requests
- Create plan communications focusing on compliance and education
- Attend client meetings and prepares materials for meetings
- Achieve service goals established by department
- Additional responsibilities as assigned
Preferred Qualifications:
- Bachelor's degree
Minimum Qualifications:
- High School Diploma or GED
- 8 years of professional, retirement plan administration and compliance experience
- Possesses highly advanced and broad knowledge and understanding of industry and professional principles, practices, and procedures
- Possesses advanced knowledge of pertinent laws, regulations, and professional standards
- Expert 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
- Experience in coaching and teaching others
- Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)
- Ability to anticipate and elicit customer needs
- Ability to self-learn and develop business and technical knowledge quickly
- Motivated team player with demonstrated interpersonal skills
- Comfortable working with quick turnaround times and deadlines
- Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
- Ability to travel as necessary
#LI-OD1 #LI-Hybrid
CBIZ.Jobs Category: Client Management
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