{bc}
Apply
oracle

Client Onboarding Supervisor | Retirement Plans

CBIZ, Inc.
St. Louis, USA
Mid · 5+ years experience
Hybrid
Discovered 3 weeks ago

Full Job Posting

Qualifications

  • 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

Responsibilities

  • 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.

Apply for this job in 1 click

Skip the repetitive application forms

Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.

Sarah M.James T.Maya R.

Trusted by over 500,000 job seekers on Base Career

Start Free Today

More from this employer

More jobs at CBIZ, Inc.

DC Investment Analyst

Dallas, USA

Discovered Today

Field Service Technician | Network Solutions

Cleveland, USA

Discovered Today

Staff Accountant

Baltimore, USA

Discovered Today

Investment Analyst - Defined Contributions | Institutional Retirement Plans

Cleveland, USA

Discovered Today

Field Service Technician | Network Solutions

Cleveland, USA

Discovered Today

Investment Analyst - Defined Contributions | Institutional Retirement Plans

Cleveland, USA

Discovered Today

Accounting Intern - Harrisburg, PA (Summer 2027)

Harrisburg, USA

Discovered 2 days agoFull-time

Account Manager | Retirement Plan Administrator

Cedar Rapids, USA

Discovered 4 days ago