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Associate Benefits Specialist - Retirement Plans

CBIZ Retirement and Investment Services

in Philadelphia PA

Logo for CBIZ Retirement and Investment Services

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:

  • Resolve escalations from the Service Center such as payroll errors, plan provision questions and administrative nuances
  • Provide review and oversight of work performed by service center staff such as plan specification documents, benefit calculations and valuation censuses
  • Build benefit calculators 
  • Lead plan implementation including developing and editing plan documents, data conversions and interfaces with third-party vendors 
  • May attend offsite and onsite client meetings
  • Identify and implement processes to increase the efficiency and effectiveness of providing service center support to clients
  • Additional responsibilities as assigned

Preferred Qualifications:

  • Bachelor's degree

Minimum Qualifications: 

  • High School Diploma or GED 
  • Zero to two years of professional, benefits administration experience
  • Possesses fundamental knowledge of industry and professional concepts, principles, practices, and procedures
  • Possesses fundamental 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
  • 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
  • Capacity to adapt and work effectively within a variety of situations, and with various individuals or groups
  • Display innovative ideas and solutions and capacity to identify and eliminate redundant work efforts and inefficient processes
  • Ability to travel as necessary

How to Apply

To apply, please email your resume to sgaither@cbiz.com or use the "Apply Now" link below.

Apply Now


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