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Sr. Account Manager - Retirement Plans Job in Akron, Ohio US

Sr. Account Manager - Retirement Plans

CBIZ Operations, Inc. - Akron, OH

Posted: 7/26/2021 - Expires: 10/24/2021

Job ID: 229891483


Job Description

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 Job Code:

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:

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

Minimum Qualifications:

High School Diploma or GED 

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

Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures

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

Expert 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

Experience in coaching and teaching others

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


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CBIZ is an affirmative action-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.


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:
Education Level:
High school graduate
Work Days:
Mon, Tue, Wed, Thu, Fri
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