Senior Account Manager

1 month ago


St Louis, Missouri, United States CBIZ Full time
Job Summary

CBIZ is seeking a Senior Account Manager to join our team. As a key member of our Benefits & Insurance Services division, you will be responsible for delivering top-level financial and employee business services to organizations of all sizes.

Key Responsibilities
  • Primary contact for a specified block of business and responsible for overall client satisfaction
  • Effectively utilize available resources to resolve client issues, including inquiries on compliance, tax reporting, audits, 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-added 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
Requirements
  • Bachelor's degree
  • 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 (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

#LI-Hybrid #LI-OD1



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