ACA Client Specialist

• Support day-to-day delivery of client Affordable Care Act reporting services
• Prepare, format, consolidate, and review client data for import into approved technology solutions
• Use Excel lookup functions and convert source content into structured Excel files
• Create employer census and offer-of-coverage files for CBIZ ACA Check Point
• Correct formatting and data-quality issues before import
• Load client data into reporting platforms and maintain processing records
• Review and audit Forms 1095-C for accuracy and completeness
• Retrieve documents, records, and reports from the shared ACA database
• Prepare reports, correspondence, spreadsheets, presentations, and other business documents
• Review incoming communications, identify required actions, and respond or route items
• Maintain client and employee dashboard-access contact lists
• Communicate with clients about reporting progress, data needs, deadlines, and system access
• Coordinate and lead client webinars and demonstrations
• Collaborate with CBIZ reporting units to resolve issues and support consistent service delivery
• Track annual client reporting progress and update tracking files weekly
• Track renewals, new business, consulting engagements, and related revenue
• Provide weekly manager and business-leader updates, with daily updates during renewal season
• Manage competing priorities and deliver accurate work within reporting deadlines
• Apply ACA reporting requirements and established procedures
• Use and review AI-assisted work for accuracy, compliance, confidentiality, privacy, and security

• High school diploma or GED required
• 3 to 5 years of insurance claims related experience
• Must maintain current required licenses and certifications relevant to field of expertise
• Effective verbal and written communication skills
• Effective customer service skills
• Proficient use of applicable technology
• Ability to work independently and in a team environment
• Ability to analyze and prioritize multiple responsibilities
• Proficiency in Microsoft Word, Excel, Outlook, and Teams
• Experience using Excel to organize, review, and reconcile data
• Ability to learn and 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: knowledge of employee benefit plans, health care, or benefits administration
• Preferred: at least three years' experience working in or managing a help desk environment for benefits-related platforms
• Preferred: experience with reporting, data analysis, HR information systems, Affordable Care Act reporting or compliance, or business data

Demonstrates proficiency in Affordable Care Act reporting, data management, and client communication. Capable of utilizing Microsoft Excel for data organization and analysis while ensuring compliance with confidentiality and security standards.

• Affordable Care Act Reporting
• Data Analysis
• Microsoft Excel Proficiency
• Client Communication
• Insurance Claims Experience

• Data Formatting
• Data Quality Assurance
• Excel Lookup Functions
• Report Preparation
• Data Importing
• Form 1095-C Review
• Client Dashboard Management
• AI-Assisted Work Review
• Data Reconciliation
• Business Document Preparation

• Effective Communication
• Customer Service
• Team Collaboration
• Independent Work
• Prioritization

• Required Licenses and Certifications

• Employee Benefit Plans
• Health Care
• Benefits Administration
• Compliance
• HR Information Systems

• Microsoft Word
• Microsoft Outlook
• Microsoft Teams
• ACA Reporting Platforms
• Client-Facing Dashboards