Cbiz, Inc. Kansas City , MO 64126
Posted 1 week ago
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 is honored to be the recipient of several national recognitions for 2023:
Best and Brightest Companies to Work for in the Nation
Top Workplaces USA
Best Places to Work in Insurance
Best and Brightest Companies in Wellness
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
Identify and execute targeted data maintenance projects
Review client accounts at regular intervals and work to close data gaps
Build and share reports for local and national business leaders
Provide basic end-user technical support and troubleshooting
Work with commission accounting data maintenance to identify areas for updated training and/or process improvement
Participate in basic client services such as issuing certificates, processing various documents, ordering various reports, assisting with spreadsheets, and invoicing
Research, communicate, and accurately resolve moderately *complex customer service needs according to the commitments and standards set forth by the department
Assist in the preparation and production of professional materials for presentations
Exhibit client-focused behavior and apply knowledge and training to support client needs
Answer calls, research and process customer requests, and documents actions as appropriate
Ensure that all internal controls and procedures are followed
Input data into the appropriate software for vendors/carriers/clients within the required timeframe
Demonstrate expertise when operating all department equipment and software applications
Execute administrative duties as assigned
Additional responsibilities as assigned
Complexity is based on the degree of uncertainty, financial risk, technical requirements, urgency, and volume or size.
Preferred Qualifications
Comfort learning and using new software
Excellent communication skills
Proficiency with Excel or similar database software
Ability to research and collect data
Critical thinking/problem-solving skills
Enthusiasm for ongoing learning and development
At least 1-year prior experience in a customer-facing setting
Minimum Qualifications
High School Diploma or GED required
3-4 years of relevant work experience in the insurance industry
Ability to work in a team environment as well as independently
Must maintain current required licenses and certifications relevant to field of expertise
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
The annual salary target for this job in this market is $45,000 -$55,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.
The compensation above is not representative of an employee's total compensation. Beyond income, you have access to; comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program, and much more.
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Cbiz, Inc.