Job Purpose
Serve as Compliance contact for a diverse portfolio of clients both internal stakeholders and external clients
This role will be responsible for monitoring and interpreting legislation impacting Employee Benefit Plans ( ERISA, ACA, HIPAA, COBRA, etc.) and provide actionable compliance recommendations to ensure clients remain fully aligned with current laws and best practices. This will apply to internal and external clients and will be in collaboration with our in-house ERISA attorney.
Essential Functions and Primary Duties
Client Engagement & Advisory
- Serve as the primary compliance contact for a diverse portfolio of clients, delivering exceptional service and trusted expertise.
- Build and maintain strong, long-term client relationships through consistent communication, proactive outreach, and strategic support.
- Translate complex federal and state benefits regulations into practical, client-ready guidance.
Compliance Strategy & Support
Monitor and interpret evolving legislation impacting employee benefits (ERISA, ACA, HIPAA, COBRA, etc.).Provide clear, actionable compliance recommendations to ensure clients remain fully aligned with current laws and best practices.Identify potential compliance gaps and develop tailored strategies to mitigate risk.Collaboration & Cross-Functional Partnership
Partner closely with internal benefits, legal, and compliance teams to deliver seamless client solutions.Coordinate and lead client meetings to discuss emerging compliance topics, strategy updates, and action plans.Work hand-in-hand with our in-house ERISA attorney to create high-quality, client-facing educational content.Education, Training & Thought Leadership
Develop and deliver engaging training sessions, webinars, and workshops on new compliance requirements and industry trends.Contribute to the development of compliance-related media-such as articles, podcasts, and communication campaigns-to expand CBIZ's thought leadership footprint.Support marketing and communication initiatives that reinforce CBIZ's reputation as a leading voice in employee benefits compliance.Preferred Qualifications
Bachelor's degree in Business Administration or Law5 years of Benefits and compliance experience and or consultingDegrees, certifications, required credentialsStrong problem-solving skills, client service, and critical thinking skillsSubject matter expert in compliance surrounding Employee Benefit plansPreferred CEBS, SHRM, or law degreeStrong written and presentation skillsAbilities required to perform the essential functions of the job, such as training, management of staff (essential functions must have qualifications listed for success in this section)body { font-family : Arial, sans-serif; line-height : 1.6; padding : 20px; } strong { font-weight : bold; color : black; } ul, ol { margin-left : 20px; }
Minimum Qualifications
High School Diploma or GED required; Bachelor's degree preferred with emphasis in math, statistics or finance.Over 8 years of experience in benefit analysis for group employee benefits.Must have the ability to compile, analyze, present, interpret financial and statistical information to facilitate decision making.Must maintain current required licenses and certifications relevant to field of expertise.Demonstrate industry experience; product knowledge, proposal process, underwriting, regulatory trends and presentations skills.Expertise in managing clients with alternative funding arrangements.Advanced skill in using computer application software for financial modeling, statistical analysis and spreadsheet calculations.Expert knowledge of state and federal benefits legislation.Sets priorities and manages work flow to ensure efficient, timely and accurate deliverables.Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally.Advanced problem solving and critical thinking skills.Must be able to travel based on client and business needs.#LI-CM #LI-Hybrid
ABOUT US
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.
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.