Retirement Plan Client Services Specialist
Company: Sentry Insurance
Location: El Paso
Posted on: May 4, 2024
Job Description:
Serves as the primary point of contact for Sentry's Retirement
Plan customers. Provides proactive technical guidance and
consultative support for designated customers in the areas of: plan
design, interpretation of plan documents, recommendation and
implementation of plan amendments, contributions, plan limits, loan
administration and other facets of plan administration. Conducts
periodic reviews of assigned plans and proactively provides Sentry
field 401(K) associates, sales associates and customers insights
into plan operations, new compliance requirements, and alternative
plan design or administrative approaches to improve the plan.
Proactively intervenes with supporting service staff to ensure
deadlines and special client needs are met, while maintaining
sufficient contact with assigned customers to avoid or mitigate
compliance issues. Responds to customer and field associate
questions and requests with emphasis on sensitive or larger
service/relationship issues.Job Description** This role can be
filled at our Stevens Point, WI , El Paso, TX, Goldsboro, NC or our
Denver, CO , Madison, WI or Milwaukee, WI Offices following a
hybrid work model **As a Retirement Plan Client Services Specialist
you will be responsible for answering a variety of technical 401(k)
and service questions that come in from clients and employers who
purchase our 401(k) products. We are looking for a team member who
is passionate about working with customers, building relationships
and providing the technical expertise our clients need.What You'll
DoYou will support the administration of employer retirement plans
and regularly review 401(k) plans. Retirement Plan Client Services
Specialist provide the customer with best practice insights in plan
operations, review new compliance requirements, and alternate plan
design to improve the plan.
- Provide technical support and guidance to customers and sales
producers through phone calls and e-mails, while building strong
relationships.
- Collaborate with sales producers to communicate compliance test
results and recommend alternatives.
- Accurately manage and document processes for a variety of
regulatory reports.
- Partner through the installation process of new plans by
coordinating the initial contribution processes. Consult on plan
design changes.
- Provide support to internal and external auditors.
- Maintain knowledge of Sentry's plan documents, contracts and
systems.
- Manage an assigned book of business and meeting all scheduled
service deadlines.
- Assist in staff training and procedure development.What it
Takes
- Associate Degree or greater preferred, equivalent work
experience will be considered.
- Prior retirement/401(k) experience and knowledge of
retirement/401(k) laws and regulations.
- Strong verbal and written communication skills.
- Knowledge of accounting procedures.
- Successful completion of educational courses such as CEBS or
ASPPA would be highly beneficial, or desire to complete these
courses upon employment.
- Computer, math aptitude, and ability to communicate and provide
exceptional service to our customers required.
- Ability to prioritize workload and handle several projects
simultaneously is necessary.
- Ability to analyze contracts and documents is required.
- Based on qualifications and experience, the Denver role can be
filled at $24.73 - $33.97What You'll ReceiveAt Sentry, your total
rewards go beyond competitive compensation. Below are some benefits
and perks that you'll receive.
- Sentry is happy to offer flexibility through a scheduled Hybrid
work model. Monday and Friday work from home if you choose to,
Tuesday through Thursday in office.
- As a Sentry associate, you will have an in-office workspace and
materials for your home office. In addition to the laptop, you will
receive prior to your start, Sentry will provide equipment for your
home office.
- Meal Subsidy available for associates who report to an office:
- Offices without a cafeteria, $15.00 weekly stipend
- 401(K) plan with a dollar for dollar match on your first eight
percent, plus immediate vesting to help strengthen your financial
future.
- Continue your education and career development through Sentry
University (SentryU) and utilize our Tuition Reimbursement
program
- Generous Paid-Time Off plan for you to enjoy time out of the
office as well as Volunteer-Time off
- Group Medical, Dental, Vision, Life insurance, Parental leave,
and our Health and Wellness benefits to encourage a healthy
lifestyle.
- Well-being and Employee Assistance programs
- Sentry Foundation gift matching program to encourage charitable
giving.About SentryAll of us at Sentry-more than 4,000
associates-have various talents, skills, and backgrounds. We work
together to deliver on our promises to our policyholders every day.
We're proud to offer a full line of property, casualty, and life
insurance products to help protect businesses, cars, homes, lives,
and retirement income.Our headquarters is in Stevens Point,
Wisconsin, with claims and service offices located throughout the
United States. From sales to claims, and information technology to
marketing, we enjoy a rewarding and challenging work environment
with opportunities for ongoing professional development and growth.
Our bright future is built on a long track record of success. We
got our start in 1904 and have been helping businesses succeed and
protect their futures ever since. Because of the trust placed in
us, we're one of the largest and financially strongest mutual
insurance companies in the United States. We're rated A+ by A.M.
Best, the industry's leading rating authority.Get ready to own your
future at Sentry. Opportunities await.Thank you for your interest
in Sentry!Amelia SaccoEqual Employment OpportunitySentry is an
Equal Opportunity Employer. It is our policy that there be no
discrimination in employment based on race, color, national origin,
religion, sex, disability, age, marital status, or sexual
orientation.
Keywords: Sentry Insurance, El Paso , Retirement Plan Client Services Specialist, Other , El Paso, Texas
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