Associate Benefit Administrator

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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.

Position Summary:
We are seeking a detail-oriented, self-motivated team player to join our organization as an Associate Benefit Administrator. In this role, you will provide vital support to multiple Senior Benefit Administrators (BA's), ensuring the smooth management of client benefit programs through our proprietary benefit enrollment system. The ideal candidate will excel at routine processes, thrive in a collaborative environment, and demonstrate a proactive approach to learning. Comprehensive training will be provided.

Essential Functions and Primary Duties

• Support benefits consultants and senior administrators in servicing client accounts across a portfolio of mid-to-large sized businesses.
• Support Sr. Benefit Administrators by performing ongoing, scheduled tasks and reporting progress
• Manage manual benefit enrollments for assigned clients via applicable carrier portals
• Review and resolve carrier and client census discrepancy reports
• Verify receipt of hours reports on a scheduled basis
• Process pending life insurance elections and unverified loads in the CBIZEnroll System
• Manage and track unverified dependents and employee Evidence of Insurability (EOI), including follow-up and client updates
• Process overage dependents and Proof of Other Coverage submissions for assigned clients
• Respond professionally to employee benefit inquiries via email, providing accurate and clear information
• Attend client service calls to report on work progress and develop client relationships
• Assist with the implementation and renewal process of group benefit plans, including preparation of materials, client data collection, and coordination with insurance carriers.
• Maintain and update benefit plan records and databases to ensure data accuracy and compliance with regulatory requirements (e.g., ERISA, ACA, HIPAA).
• Respond to client and employee inquiries regarding benefits enrollment, eligibility, claims, and coverage details in a timely and professional manner.
• Help coordinate open enrollment processes, including system setup, communication distribution, and enrollment tracking.
• Conduct audits of enrollment and billing data to ensure accuracy, identify discrepancies, and support issue resolution.
• Prepare benefit-related reports and analytics for internal teams and clients as requested.
• Assist with the preparation of compliance documents such as Summary Plan Descriptions (SPDs), Form 5500 filings, and nondiscrimination testing.
• Stay informed on industry trends, legislation, and best practices in employee benefits to support client compliance and satisfaction.
• Collaborate cross-functionally with internal departments such as payroll, finance, HRIS, and compliance.

Preferred Qualifications

• Bachelor’s degree in Business Administration, Human Resources, or related field; or equivalent combination of education and experience.
• Life and Health Insurance license preferred (must be obtained within first 90 days, if not already held)
• 1–3 years of experience in employee benefits administration, preferably in a brokerage, insurance, or HR consulting environment.
• Basic knowledge of group insurance products and regulatory requirements (ACA, COBRA, HIPAA, ERISA).
• Strong organizational and time management skills with attention to detail.
• Excellent communication and customer service skills, both written and verbal.
• Proficient in Microsoft Office Suite (Excel, Word, PowerPoint); familiarity with benefits administration platforms (e.g., Employee Navigator, Applied EPIC, Workday, ADP, bswift, or similar) is a plus.
• Ability to maintain confidentiality and handle sensitive information with integrity.

Minimum Qualifications

• High School diploma or GED required
• Less than 3 years customer service experience in the insurance industry required
• Must maintain current required licenses and certifications relevant to field of expertise
• Demonstrates the ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
• Effective customer service skills
• Proficient use of applicable technology
• Ability to work in team environment as well as independently
• Must be able to travel based on client and business needs