Associate Client Services Specialist - 401K

Sentry Insurance Agency • El Paso, TX

19h • Hybrid

About The Position

Supports the client services management team and designated clients through a variety of tasks including gathering information and facilitating general client interactions. Utilizes multiple systems to monitor and resolve service-related items that arise to assist with timely completion of service items, annual non-discrimination testing, and other compliance related items. Works closely with 401(k) colleagues for continued education and development of 401(k) technical knowledge.

Requirements

• Associate degree or equivalent work experience
• 0-2 years of related work experience
• Strong verbal and written communication skills
• Computer skills, math aptitude, and ability to communicate and provide exceptional service to our customers required
• Ability to prioritize workload and handle several projects simultaneously
• Ability to analyze contracts and documents is required

Nice To Haves

• Prior retirement or 401(k) experience and knowledge is desired
• Successful completion of educational courses, such as CEBS or ASPPA, are beneficial

Responsibilities

• Monitor and maintain workflow tasks for assigned clients to ensure requests and services are completed within the required deadlines
• Monitor incoming email and voice messages while corresponding with clients to provide accurate information regarding employer contributions, payroll, and plan information
• Collect, verify, and update required customer information accurately within Sentry systems
• Develop and maintain an understanding of Sentry’s plan documents, contracts, systems, and compliance requirements
• Perform other job-related duties as assigned

Benefits

• Hybrid work model
• In-office workspace and materials for home office
• Laptop provided prior to start
• Equipment for home office provided
• Meal Subsidy available for associates who report to an office
• 401(K) plan with a dollar-for-dollar match on your first eight percent, plus immediate vesting
• Sentry University (SentryU)
• Tuition Reimbursement program
• Generous Paid-Time Off plan
• Volunteer-Time off
• Group Medical, Dental, Vision, Life insurance
• Parental leave
• Health and Wellness benefits
• Well-being and Employee Assistance programs
• Sentry Foundation gift matching program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree
• Number of Employees: 501-1,000 employees