Reference #: 16208Status Category:Full-Time

　　Exempt/Non-Exempt:Non-Exempt

　　Scheduled Hours Per Week:37.5

　　Job Code:BI1016

　　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:

　　2022 Best and Brightest Companies to Work for in the Nation2023 Top Workplaces USA2022 America's Best Mid-Size Employers2022 Best and Brightest Companies in Wellness2022 Great 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: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 responseEnsure accuracy in processing and responding within service level guidelinesAssist and resolve retirement plan participant requests and issues:Obtain account informationAnswer questionsExecute transactionsRespond to plan questionsProcess benefit paymentsAdditional responsibilities as assignedPreferred Qualifications:Bachelor's degreeMinimum Qualifications:High School Diploma or GEDZero to Two years of relevant work experience in the retirement planning industryProficient use of applicable technologyAdvanced computer skills in Word, Excel, PowerPoint, and OutlookExperience with digital data management/filling system is an assetAbility to manage multiple projects and deliverables simultaneouslyExcellent written/verbal communication skills and use of grammarExcellent organizational skills and attention to detailAbility to adapt to a changing environmentAbility to follow standard proceduresAbility to work cooperatively with othersAbility to build relationships and trust with internal and external clients and other key stakeholders

　　CBIZ.Jobs Category: Benefits & InsuranceREASONABLE 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 .

　　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 and .

　　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.