ACA Client Specialist | Employee Benefits

CBIZ; Kansas City (MO); Remote; USD 65,000 - 90,000; Full time

Job summary

CBIZ seeks an ACA Specialist to support day-to-day Affordable Care Act reporting for clients. Based in Kansas City with the option to work remotely from anywhere in the U.S., you'll prepare and review data, maintain reporting workflows, and provide responsive client service.

You will handle client data formatting, ACA CheckPoint submissions, and reconciliation of Excel files; coordinate webinars and training while ensuring data privacy and compliance across platforms.

Qualifications

• Bachelor's degree in human resources, business, or a related field.
• Knowledge of employee benefit plans, health care, or benefits administration.
• At least three years' experience in a help desk environment for benefits-related platforms (BenAdmin, payroll, HRIS, ACA reporting).
• Experience with reporting, data analysis, or HR information systems.
• Experience with Affordable Care Act reporting or compliance.
• Demonstrated experience supporting, reviewing, or maintaining business data.

Responsibilities

• Prepare and format client data for import into approved technology solutions; consolidate data from multiple sources; use Excel lookups to create structured files.
• Create employer census and offer-of-coverage files for CBIZ ACA CheckPoint submissions.
• Review client-provided Excel files for formatting or data-quality issues; correct as needed before import.
• Load client data into the reporting platform and maintain accurate processing records.
• Review Form 1095-C for accuracy and completeness generated by the reporting platform.
• Prepare reports, correspondence, spreadsheets, and presentations as needed.
• Host and lead daily client training webinars; coordinate recurring client webinars and demonstrations.

Education

Bachelor's degree in HR or related field

Knowledge of employee benefits/health care

Tools

Excel

Word

Outlook

Teams

ACA CheckPoint

Job description

The ACA Specialist supports the day-to-day delivery of client Affordable Care Act reporting services by preparing and reviewing data, maintaining reporting workflows, resolving issues, and providing responsive client service. Although the position is based in Kansas City, the role may be performed remotely from any location in the United States.

Essential Functions and Primary Duties

Client Data and Reporting

• Prepare and format client data for import into approved technology solutions, including consolidating information from multiple sources, using Excel lookup functions, and converting source content into structured Excel files.
• Create employer census and offer-of-coverage files required for client data submission through CBIZ ACA CheckPoint.
• Review client-provided Excel files; correct formatting or data-quality issues before import.
• Load client data into the reporting platform and maintain accurate processing records.
• Review and audit Forms 1095-C generated through the reporting platform for accuracy and completeness.
• Retrieve documents, records, and reports from the shared ACA database.
• Prepare reports, correspondence, spreadsheets, presentations, and other business documents as needed.

Client Service and Communication

• Review incoming emails, memoranda, and reports; identify required actions; and respond or route items appropriately.
• Maintain current contact lists for clients and employees who have access to the CBIZ ACA CheckPoint dashboard.
• Communicate with clients regarding reporting progress, data needs, deadlines, and system access.
• Coordinate recurring client webinars and demonstrations, maintain related calendars, and exercise independent judgment when handling client data and employment and benefits administration matters.
• Prepare for, host, and lead daily client training webinars.
• Collaborate with other CBIZ reporting units to resolve issues and support consistent service delivery, as well as assist in the education of benefits account teams internal to CBIZ.

Workflow and Business Tracking

• Track each client's annual reporting progress and update the designated tracking file weekly to support timely reminders and direct follow-up.
• Track renewals, new business, consulting engagements, and related revenue; provide weekly updates to the manager and business leader and daily updates during renewal season.
• Independently manage competing priorities and deliver accurate work within reporting deadlines.
• Perform additional duties as assigned by manager or business leader.

Technology, Compliance, and Quality Control

• Develop and maintain proficiency in CBIZ ACA CheckPoint and other approved reporting platforms.
• Apply ACA reporting requirements and established procedures when processing and reviewing client data.
• Use approved AI and automation tools to support drafting, summarization, data review, quality control, workflow organization, and process improvement.
• Review all AI-assisted work for accuracy, appropriateness, compliance, confidentiality, data privacy, and information security before use or distribution.

Knowledge, Skills, and Abilities

Strong customer service and client-facing communication skills.

Ability to communicate clearly and professionally in writing and verbally with internal and external stakeholders at all organizational levels.

Ability to analyze information, identify issues, and prioritize multiple responsibilities.

Ability to work independently and collaboratively in a deadline-driven environment, including during peak reporting season.

Proficiency in Microsoft Word, Excel, Outlook, and Teams, including experience using Excel to organize, review, and reconcile data.

Ability to learn and effectively 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 Qualifications

• Bachelor's degree in human resources, business, or a related field.
• Knowledge of employee benefit plans, health care, or benefits administration.
• At least three years' experience in working in or managing a help desk environment for benefits-related platforms, such as BenAdmin, payroll, HRIS or ACA reporting services.
• Experience with reporting, data analysis, or HR information systems.
• Experience with Affordable Care Act reporting or compliance.
• Demonstrated experience supporting, reviewing, or maintaining business data.

Minimum Qualifications

High school diploma or GED required. Bachelor's degree preferred3 to 5 years of insurance claims related experienceMust maintain current required licenses and certifications relevant to field of expertiseDemonstrates the ability to communicate verbally and in writing throughout all levels of the organization, both internally and externallyEffective customer service skillsProficient use of applicable technologyAbility to work in a team environment as well as independentlyAbility to analyze and prioritize multiple responsibilities #LI-KW1 #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.