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Client Resolution Representative I Job in Uniontown, Ohio US

Client Resolution Representative I

CBIZ Operations, Inc. - Uniontown, OH

Posted: 5/18/2021 - Expires: 8/16/2021

Job ID: 227406533

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Job Description

Status Category:
Full-Time


 Exempt/Non-Exempt:
Non-Exempt


 Scheduled Hours Per Week:
40


 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

* 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence

* Top 101 2020 Best and Brightest Companies to Work For in the Nation

* 2020 Healthiest 100 Workplace in America

* 2021 Top Workplaces USA

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






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.

Job Summary

Employment Type:
Full Time Employee
Job type:
Federal Contractor
Skill Based Partner:
No
Education Level:
High school graduate
Work Days:
Mon, Tue, Wed, Thu, Fri
Job Reference Code
54994302
Salary
N/A
Licenses / Certifications:
N/A
Display Recommended WorkKeys®Recommended WorkKeys®:
N/A