Live Chat
Contact

Account Manager - Retirement Plans Job in Uniontown, Ohio US

Account Manager - Retirement Plans

CBIZ Operations, Inc. - Uniontown, OH

Posted: 7/6/2021 - Expires: 10/4/2021

Job ID: 229143667

Print 

Job Description

Status Category:
Full-Time


 Exempt/Non-Exempt:
Exempt


 Scheduled Hours Per Week:
40


 Job Code:
BI0977

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:

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

Familiarity with Relius Documents and FT William software is a plus

Minimum Qualifications:

High School Diploma or GED 

At least three years of professional, retirement plan administration, and compliance experience

Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures

Possesses comprehensive knowledge of pertinent laws, regulations, and professional standards

Proficient 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

Pursuing 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






CBIZ.Jobs Category: Benefits & Insurance

REASONABLE ACCOMMODATION

If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to .

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
57268440
Salary
N/A
Licenses / Certifications:
N/A
Display Recommended WorkKeys®Recommended WorkKeys®:
N/A