Status Category:
Full-Time

Exempt/Non-Exempt:
Non-Exempt

Scheduled Hours Per Week:
37.5

Job Code:
BI1016

With over 100 offices and nearly 5,000 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:

• 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work


• 2019 America's Best Mid-Size Employers by Forbes


• 2019 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence


• Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources

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:

• Open a case for every inquiry, including those that can be resolved during the first call or e-mail, as well as inquiries that require substantive research or a response


• Ensure accuracy in processing and responding within service level guidelines


• Assist and resolve retirement plan participant requests and issues:
  
  
  
  • Obtain account information
  
  
  • Answer questions
  
  
  • Execute transactions
  
  
  • Respond to plan questions
  
  
  • Process benefit payments
  
  
  
  


• Additional responsibilities as assigned

Preferred Qualifications:

• Bachelor's degree

Minimum Qualifications:

• High School Diploma or GED


• Zero to Two years of relevant work experience in the retirement planning industry


• Proficient use of applicable technology


• Advanced computer skills in Word, Excel, PowerPoint, and Outlook


• Experience with digital data management/filling system is an asset


• Ability to manage multiple projects and deliverables simultaneously


• Excellent written/verbal communication skills and use of grammar


• Excellent organizational skills and attention to detail


• Ability to adapt to a changing environment


• Ability to follow standard procedures


• Ability to work cooperatively with others


• Ability to build relationships and trust with internal and external clients and other key stakeholders

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