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CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Minimum Qualifications 

• High School Diploma or GED required
• 3 to 5 years customer service experience in the insurance industry required
• Must maintain current required licenses and certifications relevant to field of expertise
• Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Effective customer service skills
• Proficient use of applicable technology
• Ability to work in team environment as well as independently
• Must be able to travel based on client and business needs

We are seeking a detail-oriented, self-motivated professional to join our team as a Benefit Administrator (BA). The successful candidate will thrive in a client-facing environment and enjoy managing employee benefits programs through our proprietary online enrollment system.

As a Benefit Administrator, you will support assigned clients by overseeing the benefits enrollment platform, facilitating employee benefit elections, and acting as a liaison with carriers. This role is essential in ensuring a seamless experience for our clients and their employees throughout the benefits life cycle.

• Set up and implement annual open enrollment for client benefit plans through our online enrollment system

• Facilitate and coordinate all employee benefit elections, file feeds, and data transmissions with carriers

• Assist clients in navigating benefit changes throughout the year

• Manage manual enrollments for assigned clients via carrier portals

• Process unverified loads and dependents using the CBIZEnroll System

• Track and process employee Evidence of Insurability (EOI) as needed, including regular follow-ups and status updates

• Handle overage dependents as per plan guidelines

• Review and resolve carrier and client census discrepancy reports

• Ensure receipt of hours reports on a scheduled basis

• Manage pending life insurance elections

• Respond to and resolve assigned Jira tickets

• Present a professional demeanor in all interactions with clients and colleagues

• Adhere strictly to HIPAA regulations and maintain the highest level of employee confidentiality

• Communicate clearly and professionally with clients via phone, email, and Teams meetings

• Note: Training will be provided for all tasks related to our proprietary system. This list is not exhaustive, and additional responsibilities may be assigned.

• Experience in employee benefits administration preferred, but not required

• Bachelor's degree preferred, but not required

• Life and Health Insurance license preferred; must be obtained within first 90 days if not already held

• Proficiency in Microsoft Office Suite (Word, Excel required)

• Exceptional attention to detail and organizational skills

• Commitment to maintaining confidentiality and adhering to HIPAA regulations

• Professional appearance and demeanor