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Sr. Account Manager - Retirement

CBIZ

in Remote

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 & investment solutions 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

How to Apply

Please apply directly using the link below, or email sgaither@cbiz.com

Apply Now

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