Retirement Plan Client Services Specialist
Sentry Insurance | |
life insurance, parental leave, tuition reimbursement, 401(k), retirement plan, remote work | |
United States, North Carolina, Goldsboro | |
May 02, 2024 | |
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 Do You 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.
What it Takes
What You'll Receive At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you'll receive.
About Sentry All 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 Sacco Amelia.Sacco@Sentry.com Equal Employment Opportunity Sentry 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. |