Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Quality Assurance Manager

Bates & Company
(Remote / Winter Park FL)

Bates & Company logo

Retirement Plan Relationship Manager

ERISA Services, Inc.
(Remote)

ERISA Services, Inc. logo

Attorney

Central Pension Fund of the IUOE
(Washington DC)

Central Pension Fund of the IUOE logo

Defined Benefit Calculation Specialist/Actuary

The Angell Pension Group, Inc.
(Remote / East Providence RI)

The Angell Pension Group, Inc. logo

DB/DC Plan Administrator

Benefit Associates, Inc.
(Remote / Huntington Beach CA / NY)

Benefit Associates, Inc. logo

DPS Retirement Plan Consultant

EPIC Retirement Plan Services
(Remote)

EPIC Retirement Plan Services logo

Retirement Plan Administrator

Nicholas Pension Consultants
(Remote / Corona CA / Rancho Cordova CA)

Nicholas Pension Consultants logo

Relationship Manager

Compass Retirement Consulting Group, Inc.
(Remote / NH)

Compass Retirement Consulting Group, Inc. logo

Client Service Manager

United 401(k) Plans, Inc.
(Remote)

United 401(k) Plans, Inc. logo

Retirement Plan Legal Specialist

Pentegra
(Remote / West Harrison NY)

Pentegra logo

Associate General Counsel

Central Pension Fund of the IUOE
(Washington DC)

Central Pension Fund of the IUOE logo

Retirement Plan Consultant

Carpenter Morse Group
(Remote)

Carpenter Morse Group logo

401(k) Distribution Manager

Nova 401(k) Associates
(Remote)

Nova 401(k) Associates logo

Executive Compensation Lawyer

Trucker Huss, A Professional Corporation
(Remote / San Francisco CA)

Trucker Huss, A Professional Corporation logo

Enrolled Actuary

Prime Pensions, Inc.
(Remote)

Prime Pensions, Inc. logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

View All Jobs, Sorted by Date


Sr. Account Manager - Retirement Plans

CBIZ

in OH

Logo for CBIZ

With over 100 offices and nearly 6,000 associates 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:  

  • Top 101 2021 Best and Brightest Companies to Work For in the Nation
  • 2022 Top Workplaces USA
  • 2021 America's Best Mid-Size Employers
  • 2021 Best and Brightest Companies in Wellness
  • 2022 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:

  • 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 or email your resume to Sam Gaither at SGaither@cbiz.com.

Apply Now


View All Jobs, Sorted by Date


Manage This Listing (employer only)

© 2023 BenefitsLink.com, Inc.