With over 120 offices and nearly 7,000 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 the recipient of several national recognitions for 2023 :
- Best and Brightest Companies to Work for in the Nation
- Top Workplaces USA
- Top Places to Work in Insurance
- Best and Brightest Companies in Wellness
- Great Place to Work Certification
CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER).
Essential Functions and Primary Duties :
Primary contact for a specified block of business and is responsible for the overall client satisfaction on the assigned businessEffectively uses available resources to resolve a variety of issues with clients, including inquiries on compliance, tax reporting, audits, re-pricing of contracts, and IRS guidelinesRespond to Plan sponsors in a professional and timely manner concerning issues or questionsPromote client retention and identify opportunities to build existing relationships through timely service qualityProvide value add solutions to increase operational efficienciesCollaborate with internal partners in the delivery of timely and accurate information in response to inquiries and / or service issuesAssist with the introduction of new products and servicesResolve complex situations or requestsCreate plan communications focusing on compliance and educationAttend client meetings and prepares materials for meetingsAchieve service goals established by departmentAdditional responsibilities as assignedPreferred Qualifications :
Bachelor's degreeMinimum Qualifications :
High School Diploma or GEDAt least five years of professional, retirement plan administration, and compliance experiencePossesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and proceduresPossesses expert knowledge of pertinent laws, regulations, and professional standardsExpert use of applicable technologyProficient 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 skillsExperience in coaching and teaching othersQualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)Ability to anticipate and elicit customer needsAbility to self-learn and develop business and technical knowledge quicklyMotivated team player with demonstrated interpersonal skillsComfortable working with quick turnaround times and deadlinesExcellent communication skills with the ability to effectively interact with individuals at all levels of the organizationAbility to travel as necessaryLI-Hybrid #LI-OD1
