Client Technician - 401K

Sentry Insurance • Goldsboro, NC

359d • Hybrid

About The Position

As a 401(k) Client Services Tech, you'll provide operational and administrative support to our 401(k) Client Services Manager team, ensuring required customer information is received, verified, and updated in a timely manner. You will be responsible for various tasks including monitoring workflow tasks for assigned clients, maintaining communication with clients, and ensuring compliance with service agreements. Your role will involve analyzing census data, preparing IRS/DOL forms, and facilitating e-filing processes. You will also be expected to develop a strong understanding of Sentry's plan documents and compliance requirements.

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 customers
• 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

• Provide operational and administrative support to the 401(k) Client Services Manager team.
• Monitor and maintain workflow tasks for assigned clients to ensure requests and services are completed within 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.
• Complete timely and accurate analysis of census data, review status, compensation, contributions, and account balances for qualified retirement plan participants.
• Prepare annual reviews for safe harbor plans.
• Complete IRS/DOL forms, facilitate e-filing, monitor filing deadlines, prepare filing extensions, and support other governmental reporting processes.
• Perform other job-related duties as assigned.

Benefits

• Hybrid work model with flexibility to work from home on Mondays and Fridays
• 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
• Tuition Reimbursement program for continued education and career development
• Generous Paid-Time Off plan and Volunteer-Time off
• Group Medical, Dental, Vision, Life insurance, Parental leave, and Health and Wellness benefits
• Well-being and Employee Assistance programs
• Sentry Foundation gift matching program to encourage charitable giving

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Associate degree
• Number of Employees: 5,001-10,000 employees