Benefits Client Success Representative | HCM

Job Info

Essential Functions and Primary Duties

• Handle a high volume of calls and cases related to Consumer Directed Healthcare Products in Flexible and COBRA Benefits in a call-center environment.
• Provide prompt and accurate problem resolution for internal and external clients. Own the issue resolution from start to finish
• Coordinate annual benefits enrollment renewal and ongoing administration for clients, participants, COBRA insured, and retirees, etc., in a timely manner.
• Ensure that plans are accurate, current, and meet compliance standards
• Distribute claims and documentation for reimbursements as well as COBRA reinstatements and terminations.
• Educate participants and clients about their benefits related to eligibility and plan requirements.
• Ensure all internal controls and procedures are followed for accuracy
• Provide excellent customer service support for ongoing benefit activity and eligibility. Assure plans are administered in a manner that is compliant with IRS regulations.
• Record necessary changes/updates as appropriate
• Additional responsibilities as assigned

Preferred Qualifications

• Prior benefits knowledge preferably regarding COBRA, Health Savings, or Flexible Spending
• Customer service or call-center experience

Minimum Qualifications

• High School Diploma or GED
• Acute detail and accuracy skills
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Excellent customer relation skills
• Proficient use of applicable technology
• Ability to work in a team environment as well as independently
• Ability to prioritize multiple responsibilities and pay close attention to detail on many, varied tasks

#LI-OD1 #LI-Hybrid

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.