Account Coordinator I Employee Benefits

Account Coordinator 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. Compensation for this role will be based on the background of the individual selected for this position. For more details see the "About Us" section. Base Range $20.00 - $25.00 Essential Functions and Primary Duties Client Relationship Management: Provide essential back-end administrative support for client accounts, ensuring smooth operations and timely responses to team requests Collaborate closely with Account Managers and Account Executives to understand client needs and preferences, assisting in the execution of tailored solutions Maintain thorough documentation of client interactions and activities, ensuring all relevant information is accurately recorded and accessible to the client-facing team Communication & Administrative Support: Assist in the preparation and updating of employee benefits communications, including benefit guides, flyers, supplements, etc. Client Data Management: Maintain accurate and up-to-date client records, ensuring the integrity and confidentiality of sensitive information Collaborative Teamwork: Work closely with internal teams, including account managers and account executives, to ensure the seamless execution of client deliverables Participate in team meetings by taking notes, contribute to discussions when necessary, and share insights to enhance overall client satisfaction