CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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.
Essential Functions and Primary Duties
- Communicate/follow-up with clients to obtain non-payroll data necessary for ACA service implementation and assist with ongoing maintenance to keep client data current.
- Using import templates, perform non-payroll data unloads into ACA tabs of Millinieum3 software. Set up automatic reports and create custom reports as necessary.
- Use data queries to perform weekly and monthly data audits of all clients enrolled in ACA Service. Analyze reports and work with client to correct any discrepancies.
- Thoroughly maintain sensitive client data in excel spreadsheets. Perform auditing tasks and track process steps using excel spreadsheets.
- Create and use email templates and other client communications as necessary.
- Assist with producing, generating, printing, shipping, tracking, and filing ACA forms with IRS.
- Provide exceptional customer service to our clients through both phone and email support channels. Receive infrequent inbound calls and make outbound calls as necessary.
- Answer general inquiries from clients concerning ACA Legislation and report analytics. Provide guidance on data maintenance tasks.
- Assist the ACA Department in meeting project deadlines and adhere to deadlines set by the Internal Revenue Service and other federal government agencies.
- Other Duties/Projects as assigned.
Preferred Qualifications
- Have strong organizational skills and implement new operating procedures that maintain or enhance the fluidity of the department and ACA Service.
- Have strong time management skills.
- Prior payroll experience is a plus.
- Prior ACA Knowledge is a plus.
Minimum Qualifications
- High School Diploma or GED required
- Acute detail and accuracy skills
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Excellent customer relation skills
- Proficient use of applicable technology
- Ability to work in a team environment as well as independently
- Ability to prioritize multiple responsibilities and pay close attention to detail on many, varied tasks
#LI-OD1 #LI-Hybrid
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