Client Onboarding Supervisor | Retirement Plans

CBIZ; North Canton (OH); Hybrid; USD 55,000 - 73,000; Full time

Job summary

CBIZ, Inc. in North Canton, OH, is seeking a supervisor with strong leadership to assign, monitor, and review work, providing technical guidance on complex issues while ensuring policies are followed.

The role emphasizes accountability for subordinate decisions and participation in hiring and disciplinary actions. The position prioritizes achieving productivity, service and quality standards, and administering staff policies.

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.

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 in order to achieve productivity, service, and quality standards.
• Administer and execute policies and procedures affecting staff.
• Analyze and resolve problems interprets policies and demonstrate solid subject matter knowledge.
• Motivate, guide, and train staff.
• Listen and resolve grievances.
• Additional responsibilities as assigned.

Skills

Customer service

Communication

Supervisory

Insurance knowledge

Education

High School Diploma or GED

Job description

• Locations 5399 Lauby Road, Suite 200, North Canton, OH, 44720, US (Hybrid)

Essential Functions and Primary Duties

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 interprets 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

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

#LI-JSS #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 toaccelerate 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.

Notice to Candidates Requiring Sponsorship

At this time, CBIZ is not engaging with applicants who require sponsorship.

Compensation & Benefits

The specific compensation for this role will be determined based on the education, experience, geographical location, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more. This posting will remain open for a minimum of three days and may close at any time thereafter.

Notice to Third-Party Agencies

CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.

Reasonable Accommodation

If you are a qualified individual with a disability, you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to [e-mail] .

Equal Opportunity Employer

CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights .