CBIZ
Senior Account Manager | Retirement & Investment
CBIZ, Cleveland, Ohio, us, 44101
Status Category:Full-Time
Exempt/Non-Exempt:Exempt
Scheduled Hours Per Week:40
Job Code:BI0976
With over 120 offices and nearly 7,000 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 for 2023:Best and Brightest Companies to Work for in the NationTop Workplaces USATop Places to Work in InsuranceBest and Brightest Companies in WellnessGreat Place to Work Certification
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 businessEffectively uses available resources to resolve a variety of issues with clients, including inquiries on compliance, tax reporting, audits, re-pricing of contracts, and IRS guidelinesRespond to Plan sponsors in a professional and timely manner concerning issues or questionsPromote client retention and identify opportunities to build existing relationships through timely service qualityProvide value add solutions to increase operational efficienciesCollaborate with internal partners in the delivery of timely and accurate information in response to inquiries and/or service issuesAssist with the introduction of new products and servicesResolve complex situations or requestsCreate plan communications focusing on compliance and educationAttend client meetings and prepares materials for meetingsAchieve service goals established by departmentAdditional responsibilities as assigned
Preferred Qualifications:Bachelor's degree
Minimum Qualifications:High School Diploma or GEDAt least five years of professional, retirement plan administration, and compliance experiencePossesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and proceduresPossesses expert knowledge of pertinent laws, regulations, and professional standardsExpert use of applicable technologyProficient 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 skillsExperience in coaching and teaching othersQualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)Ability to anticipate and elicit customer needsAbility to self-learn and develop business and technical knowledge quicklyMotivated team player with demonstrated interpersonal skillsComfortable working with quick turnaround times and deadlinesExcellent communication skills with the ability to effectively interact with individuals at all levels of the organizationAbility to travel as necessary
#LI-Hybrid #LI-OD1CBIZ.Jobs Category: Client ManagementREASONABLE ACCOMMODATIONIf 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 accom@cbiz.com.EQUAL OPPORTUNITY EMPLOYERCBIZ 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.PAY TRANSPARENCY PROTECTION NOTIFICATIONNotice to Third-Party AgenciesCBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.
Exempt/Non-Exempt:Exempt
Scheduled Hours Per Week:40
Job Code:BI0976
With over 120 offices and nearly 7,000 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 for 2023:Best and Brightest Companies to Work for in the NationTop Workplaces USATop Places to Work in InsuranceBest and Brightest Companies in WellnessGreat Place to Work Certification
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 businessEffectively uses available resources to resolve a variety of issues with clients, including inquiries on compliance, tax reporting, audits, re-pricing of contracts, and IRS guidelinesRespond to Plan sponsors in a professional and timely manner concerning issues or questionsPromote client retention and identify opportunities to build existing relationships through timely service qualityProvide value add solutions to increase operational efficienciesCollaborate with internal partners in the delivery of timely and accurate information in response to inquiries and/or service issuesAssist with the introduction of new products and servicesResolve complex situations or requestsCreate plan communications focusing on compliance and educationAttend client meetings and prepares materials for meetingsAchieve service goals established by departmentAdditional responsibilities as assigned
Preferred Qualifications:Bachelor's degree
Minimum Qualifications:High School Diploma or GEDAt least five years of professional, retirement plan administration, and compliance experiencePossesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and proceduresPossesses expert knowledge of pertinent laws, regulations, and professional standardsExpert use of applicable technologyProficient 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 skillsExperience in coaching and teaching othersQualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)Ability to anticipate and elicit customer needsAbility to self-learn and develop business and technical knowledge quicklyMotivated team player with demonstrated interpersonal skillsComfortable working with quick turnaround times and deadlinesExcellent communication skills with the ability to effectively interact with individuals at all levels of the organizationAbility to travel as necessary
#LI-Hybrid #LI-OD1CBIZ.Jobs Category: Client ManagementREASONABLE ACCOMMODATIONIf 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 accom@cbiz.com.EQUAL OPPORTUNITY EMPLOYERCBIZ 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.PAY TRANSPARENCY PROTECTION NOTIFICATIONNotice to Third-Party AgenciesCBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.