Scheduled Hours Per Week:
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
2020America's Best Mid-Size Employers by Forbes
2020Workplace 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
Respond to plan questions
Process benefit payments
Additional responsibilities as assigned
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
CBIZ.Jobs Category: Benefits & Insurance
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EQUAL OPPORTUNITY EMPLOYER
CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.
PAY TRANSPARENCY PROTECTION NOTIFICATION
CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, marital status, military status, veteran status, sexual orientation, gender identity, disability, or medical condition or any other reason prohibited by law.