Supervisor | Client Onboarding

Posted 3 Days Ago
Be an Early Applicant
North Canton, OH, USA
Hybrid
Senior level
Consulting • Financial Services
The Role
Supervise and guide client onboarding staff, assign and review work, hire and administer policies, resolve complex issues, train and motivate team, and ensure service, productivity, and quality standards are met.
Summary Generated by Built In

#LI-JSS #LI-Hybrid

Responsibilities

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

 

  • Bachelor's degree

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

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 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 equivalent
  • More than 5 years customer service experience in the insurance industry
  • 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
  • Strong communication skills both oral and written with all levels of organization
  • Bachelor's degree
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Cleveland, OH
3,512 Employees

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.

Similar Jobs

In-Office
3 Locations
20258 Employees

IMC Trading Logo IMC Trading

ISCA 2026

Fintech • Machine Learning • Software • Financial Services
Remote or Hybrid
United States
1954 Employees

Imprivata Logo Imprivata

Customer Success Manager

Healthtech • Information Technology • Security • Software • Cybersecurity
Remote or Hybrid
United States
1372 Employees
135K-154K Annually

Imprivata Logo Imprivata

Vice President, Mid-Enterprise Healthcare Sales

Healthtech • Information Technology • Security • Software • Cybersecurity
Remote or Hybrid
United States
1372 Employees
420K-480K Annually

Similar Companies Hiring

Granted Thumbnail
Artificial Intelligence • Healthtech • Insurance • Mobile • Financial Services
New York, New York
23 Employees
Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account