Client Success Representative | HCM

Benefits Client Success Representative | HCM

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• Job Identification 4695
• Posting Date 12/19/2025, 05:29 PM
• Locations 110 Franklin Road SE, Suite 300, Roanoke, VA, 24011, US (Hybrid)

Essential Functions and Primary Duties

• Handle a high volume of calls and cases related to Consumer Directed Healthcare Products in Flexible and COBRA Benefits in a call‑center environment.
• Provide prompt and accurate problem resolution for internal and external clients. Own the issue resolution from start to finish
• Coordinate annual benefits enrollment renewal and ongoing administration for clients, participants, COBRA insured, and retirees, etc., in a timely manner.
• Ensure that plans are accurate, current, and meet compliance standards
• Distribute claims and documentation for reimbursements as well as COBRA reinstatements and terminations.
• Educate participants and clients about their benefits related to eligibility and plan requirements.
• Ensure all internal controls and procedures are followed for accuracy
• Provide excellent customer service support for ongoing benefit activity and eligibility. Assure plans are administered in a manner that is compliant with IRS regulations.
• Record necessary changes/updates as appropriate
• Additional responsibilities as assigned

Preferred Qualifications

• Prior benefits knowledge preferably regarding COBRA, Health Savings, or Flexible Spending
• Customer service or call‑center experience

Minimum Qualifications

• High School Diploma or GED
• Acute detail and accuracy skills
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• 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-Hyrbid

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.

Notice to Candidates Requiring Sponsorship

At this time, CBIZ is not engaging with applicants who require sponsorship.

Compensation & Benefits

The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and detail insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

Notice to Third-Party Agencies

CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.

Reasonable Accommodation

If you are a qualified individual with a disability, you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling  (toll free) or send an email to

Equal Opportunity Employer

CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights.