Client Liaison, Enrollments

Compass Retirement Consulting Group/Compass 360, LLC•Stratham, NH

6d•$55,000 - $60,000

About The Position

The Enrollment Liaison serves as the primary internal and external point of contact for 3(16) enrollment services. The role determines newly eligible participants and ensures enrollment materials are sent on time for each entry date. It involves email and inbound and outbound phone communication, collaboration with internal teams, and responding to the service needs of plan sponsors, participants, advisors, and vendors. Strong verbal and written communication, analytical ability, and attention to detail are important.

Requirements

Strong verbal and written communication skills, using clear and grammatically correct language.
Proven analytical skills and the ability to think critically.
Ability to solve problems, be proactive, and demonstrate initiative.
Strong attention to detail.
Robust time-management and organizational skills, with the ability to multitask.
Basic knowledge and understanding of retirement plans and payroll processing platforms, with the ability and motivation to expand that knowledge.
Ability to work independently and collaboratively in a team environment.
High school diploma.

Responsibilities

Meet Compass Service Agreement standards when interacting with plan sponsors, participants, advisors, and vendors by addressing inquiries efficiently, professionally, and accurately.
Respond to plan sponsor, participant, advisor, and vendor emails and calls within 24 hours.
Oversee the enrollment process for plans where Compass tracks eligibility and distributes enrollment materials, either by completing tasks for an assigned book of business or overseeing outsourced staff performing those tasks.
Use the Verify system to determine newly eligible participants for each entry date for select plans.
Use the recordkeeping system to determine newly eligible participants for each entry date for certain plans.
Create lists of newly eligible participants for each entry date.
Maintain current enrollment documentation in Verify and Compass Docs.
Execute electronic enrollment notice delivery for applicable plans and participants.
Prepare and send paper mailings through an external mailing vendor, as applicable.
Train new outsourced team members on enrollment processes and assignments during onboarding.
Maintain email templates in the Verify system for electronic delivery.
Assist with distributing other participant communications, including annual notices, blackout notices, fee disclosures, QDIA notices, Safe Harbor notices, and custom communications, by email, other electronic means, or regular mail.
Enter billing for mailing and other billable tasks accurately and on time.
Update document amendments, source changes, and other required information in Verify and other systems.
Maintain accurate records of enrollments, client interactions, and transactions in appropriate storage locations.
Protect and secure confidential company data to prevent unauthorized access, improper transmission, or unapproved disclosure.
Use designated software and tools to complete assigned tasks, including Verify, FT William, Pension Pro, and Card File.
Develop SOPs for processes in which the employee is a subject-matter expert, including writing the SOP and recording an SOP overview.
Stay updated on industry trends and benefit-regulation changes by maintaining and enhancing knowledge of retirement-industry rules.
Stay informed about Compass business and product offerings to provide informed assistance and support compliance with industry regulations and best practices.
Perform additional job duties and special projects as assigned.