Senior Client Onboarding Lead, Retirement Plans

CBIZ; North Canton (OH); On-site; USD 65,000 - 90,000; Full time

Job summary

CBIZ, Inc. in the United States, North Canton, Ohio, seeks a seasoned supervisor to lead a customer service unit within the insurance division. You will assign, monitor, and review work, provide technical guidance on complex issues, and drive productivity while upholding policy standards.

You will influence hiring, rewards, and disciplinary actions, execute annual goals, and mentor staff to ensure accurate service delivery and client satisfaction across levels.

Qualifications

• Bachelor's degree required.
• Over 5 years customer service experience in insurance required.
• Demonstrate industry experience and technical knowledge in area of expertise.
• Proficient use of applicable technology.
• Demonstrated ability to communicate verbally and in writing at all levels of the organization.

Responsibilities

• 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 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.

Skills

Leadership

Communication

Insurance Experience

Tech Knowledge

Policy Adherence

Education

Bachelor's degree

Job description

CBIZ, Inc. in the United States, North Canton, Ohio, seeks a seasoned supervisor to lead a customer service unit within the insurance division. You will assign, monitor, and review work, provide technical guidance on complex issues, and drive productivity while upholding policy standards.

You will influence hiring, rewards, and disciplinary actions, execute annual goals, and mentor staff to ensure accurate service delivery and client satisfaction across levels.