ACA Client Specialist – Employee Benefits

Jobtailor; Kansas; On-site; USD 55,000 - 75,000; Full time

Job summary

CBIZ is seeking a detail-oriented ACA reporting specialist to support daily client deliverables, data formatting, and accuracy checks. You will prepare data for ACA platforms, review Form 1095-C, and collaborate with client dashboards while maintaining secrecy and privacy standards.

The role emphasizes Excel data manipulation, cross-functional teamwork, and managing multiple priorities in a client-facing environment with AI-enabled tools.

Qualifications

• High school diploma or GED required.
• 3 to 5 years of insurance claims related experience.
• Must maintain current licenses and certifications relevant to field of expertise.
• Effective verbal and written communication skills.
• Effective customer service skills.
• Proficient use of applicable technology.
• Ability to work independently and in a team environment.
• Ability to analyze and prioritize multiple responsibilities.
• Experience using Excel to organize, review, and reconcile data.
• Ability to learn ACA reporting platforms, client-facing dashboards, and AI-enabled tools.
• Commitment to confidentiality and data privacy.

Responsibilities

• Support day-to-day delivery of client ACA reporting services.
• Prepare, format, consolidate, and review client data for import into approved tech solutions.
• Use Excel lookup functions and convert source content into structured Excel files.
• Create employer census and offer-of-coverage files for ACA checks.
• Correct formatting and data-quality issues before import.
• Load client data into reporting platforms and maintain processing records.
• Review and audit Forms 1095-C for accuracy and completeness.
• Retrieve documents, records, and reports from the ACA database.
• Prepare reports, correspondence, spreadsheets, presentations, and other business documents.
• Review messages, identify actions, and respond or route items.
• Maintain client and employee dashboard-access contact lists.
• Communicate reporting progress, data needs, deadlines, and system access.
• Coordinate and lead client webinars and demonstrations.
• Collaborate with CBIZ reporting units to resolve issues and ensure consistent service.
• Track annual client reporting progress and update tracking files weekly.
• Track renewals, new business, consulting engagements, and related revenue.
• Provide weekly manager updates, with daily updates during renewal season.
• Manage competing priorities and deliver accurate work within deadlines.
• Apply ACA reporting requirements and established procedures.
• Use and review AI-assisted work for accuracy, confidentiality, privacy, and security.

Tools

Microsoft Word

Microsoft Outlook

Microsoft Teams

ACA Reporting Platforms

Client-Facing Dashboards

Data Importing

Data Reconciliation

Job description

• Support day-to-day delivery of client Affordable Care Act reporting services
• Prepare, format, consolidate, and review client data for import into approved technology solutions
• Use Excel lookup functions and convert source content into structured Excel files
• Create employer census and offer-of-coverage files for CBIZ ACA CheckPoint
• Correct formatting and data-quality issues before import
• Load client data into reporting platforms and maintain processing records
• Review and audit Forms 1095-C for accuracy and completeness
• Retrieve documents, records, and reports from the shared ACA database
• Prepare reports, correspondence, spreadsheets, presentations, and other business documents
• Review incoming communications, identify required actions, and respond or route items
• Maintain client and employee dashboard-access contact lists
• Communicate with clients about reporting progress, data needs, deadlines, and system access
• Coordinate and lead client webinars and demonstrations
• Collaborate with CBIZ reporting units to resolve issues and support consistent service delivery
• Track annual client reporting progress and update tracking files weekly
• Track renewals, new business, consulting engagements, and related revenue
• Provide weekly manager and business-leader updates, with daily updates during renewal season
• Manage competing priorities and deliver accurate work within reporting deadlines
• Apply ACA reporting requirements and established procedures
• Use and review AI-assisted work for accuracy, compliance, confidentiality, privacy, and security

Requirements

• High school diploma or GED required
• 3 to 5 years of insurance claims related experience
• Must maintain current required licenses and certifications relevant to field of expertise
• Effective verbal and written communication skills
• Effective customer service skills
• Proficient use of applicable technology
• Ability to work independently and in a team environment
• Ability to analyze and prioritize multiple responsibilities
• Proficiency in Microsoft Word, Excel, Outlook, and Teams
• Experience using Excel to organize, review, and reconcile data
• Ability to learn and use ACA reporting platforms, client-facing dashboards, and approved AI-enabled productivity tools
• Commitment to confidentiality, data privacy, information security, and responsible review of AI-assisted work
• Preferred: knowledge of employee benefit plans, health care, or benefits administration
• Preferred: at least three years' experience working in or managing a help desk environment for benefits-related platforms
• Preferred: experience with reporting, data analysis, HR information systems, Affordable Care Act reporting or compliance, or business data

Core Competencies

Demonstrates proficiency in Affordable Care Act reporting, data management, and client communication. Capable of utilizing Microsoft Excel for data organization and analysis while ensuring compliance with confidentiality and security standards.

Highest-signal resume keywords

• Affordable Care Act Reporting
• Data Analysis
• Microsoft Excel Proficiency
• Client Communication
• Insurance Claims Experience

Hard Skills

• Data Formatting
• Data Quality Assurance
• Excel Lookup Functions
• Report Preparation
• Data Importing
• Form 1095-C Review
• Client Dashboard Management
• AI-Assisted Work Review
• Data Reconciliation
• Business Document Preparation

Soft Skills

• Effective Communication
• Customer Service
• Team Collaboration
• Independent Work
• Prioritization

Certifications & Qualifications

• Required Licenses and Certifications

Industry Keywords

• Employee Benefit Plans
• Health Care
• Benefits Administration
• Compliance
• HR Information Systems

Tools & Technologies

• Microsoft Word
• Microsoft Outlook
• Microsoft Teams
• ACA Reporting Platforms
• Client-Facing Dashboards