Client Onboarding Supervisor | Retirement Plans

Job Purpose/Objective

• Coordinates and facilitates the plan implementation or transition process for new and existing TPA clients
• Transitions include plan conversions from one recordkeeper to another

Essential Functions And Primary Duties

• Oversee new plan implementation or plan transition process on all levels.
• Primary contact for all onboarding-related activity.
• Facilitate plan design calls.
• Prepare recordkeeper paperwork.
• Update internal systems.
• Communicate with Plan Sponsors, Financial Advisors, and other TPA firms.
• Provide general client service and problem resolution services.
• Assign, monitor, and review progress and accuracy of work; direct efforts and provide technical guidance on more complex issues.
• Assumes accountability for decisions made by subordinate staff.
• May spend a portion of time performing individual tasks related to the unit; however, supervisory activities constitute a primary part of the job.
• Provide major input into hiring decisions.
• Provide major input into rewarding and disciplinary actions.
• Execute annual goals and priorities.
• Ensure subordinates perform work as prescribed by policies and procedures in order to achieve productivity, service, and quality standards.
• Administer and execute policies and procedures affecting staff.
• Analyze and resolve problems, interpret policies, and demonstrate solid subject matter knowledge.
• Motivate, guide, and train staff.
• Listen and resolve grievances.
• Additional responsibilities as assigned.
• Complexity is based on the degree of uncertainty, financial risk, technical requirements, urgency, and volume or size.

Preferred Qualifications

• Bachelor's degree.
• Pension Administrator, Qualified 401(k) Administrator (QKA), or pursuing Qualified Pension Administrator (QPA) and/or Qualified 401(k) Administrator (QKA) credentials.

Minimum Qualifications

• High School Diploma or GED equivalent required
• More than 5 years customer service experience in the insurance industry required
• Must maintain current required licenses and certifications relevant to field of expertise
• Demonstrate industry experience and technical knowledge in area 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
• Strong communication skills both oral and written with all levels of organization, both internally and externally

About Us 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.