#LI-KW1 #LI-Hybrid
ResponsibilitiesThe 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.
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Minimum Qualifications
- High school diploma or GED required. Bachelor's degree preferred
- 3 to 5 years of insurance claims related experience
- Must maintain current required licenses and certifications relevant to field of expertise
- Demonstrates the ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
- Effective customer service skills
- Proficient use of applicable technology
- Ability to work in a team environment as well as independently
- Ability to analyze and prioritize multiple responsibilities
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.
Skills Required
- High school diploma or GED
- Three to five years of insurance claims-related experience
- Maintain current required licenses and certifications relevant to the field of expertise
- Strong verbal and written communication skills
- Effective customer service skills
- Proficiency with applicable technology, including Microsoft Office tools
- Ability to work independently and in a team environment
- Ability to analyze information and prioritize multiple responsibilities
- 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 of experience working in or managing a benefits-platform help desk, 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
- Experience supporting, reviewing, or maintaining business data
What We Do
Named one of the "Best & Brightest Places to Work for" in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.
