Financial Wellness Coordinator
About The Position
BCInsourcing, a Lockton Company, is a benefit communication firm headquartered in Kansas City that provides customized benefit communication and administrative services to employees across the United States. The Financial Wellness Coordinator will be based at The University of Kansas Health System in a hybrid arrangement, with onsite days varying week to week. The role serves as an ambassador and retirement-plan expert to the assigned client, supporting the client’s HR team, employees, and benefit carriers through administration and education related to financial wellness and retirement offerings. The coordinator develops in-depth knowledge of the client’s financial wellness and retirement plans, including 401(a), 457(b), 529, HSA, and FSA plans, as well as other employer offerings. The position creates an approachable group-facing environment, presents financial wellness programs and retirement resources to employees, and contributes to communication strategies that support the client’s goals. Depending on client needs, the role may also perform plan-data audits and reporting, support distributions, deferrals, and matches, administer billing, and complete related special projects. Regular attendance is required. Hours may fluctuate during open enrollment and special projects, including preannounced extended hours, evenings, and/or weekends, to meet client needs. Other tasks may be assigned.
Requirements
- High school diploma/GED equivalent or related work experience equivalency.
- Two to three years of experience with demonstrated expertise in retirement plan products.
- Confident, articulate verbal and interpersonal communication skills, including strong group presentation ability.
- Professional experience following step-by-step processes and using deductive reasoning to produce positive outcomes.
- Advanced proficiency in Microsoft Excel.
- Professional experience demonstrating strong service skills while multitasking and working under deadline pressure.
- Professional experience demonstrating self-motivation and results-driven outcomes in a small team environment.
Nice To Haves
- Advanced expertise and working knowledge of retirement and financial wellness plan products.
- Associate’s or bachelor’s degree, or an equivalent combination of education, training, or experience in a related field.
Responsibilities
- Serve as an ambassador and retirement-plan expert for assigned clients, cultivating business relationships and maintaining rapport with case partners and client employees.
- Administer the client’s financial wellness and retirement processes while supporting the client HR team, employees, and benefit carriers.
- Develop detailed working knowledge of client financial wellness and retirement plans, including 401(a), 457(b), 529, HSA, and FSA plans and other employer offerings.
- Create an approachable group-facing environment to engage and educate employees about financial wellness and retirement offerings.
- Participate in developing communication strategies to support the client’s goals and changing environment.
- Present financial wellness programs, resources, and retirement plan offerings to client employees.
- Complete retirement- and financial-wellness-related services based on client needs, which may include plan-data auditing and reporting; support for 401(a) and 457(b) distributions, deferrals, and matches; billing administration; and special projects.
- Maintain regular attendance and adjust hours during open enrollment and special projects as needed, including preannounced extended hours, evenings, and/or weekends.
- Perform other tasks as assigned.
Benefits
- Paid training and ongoing professional development.
- Company-provided equipment.
- Comprehensive medical, dental, and vision coverage, including a wellness program.
- Additional voluntary benefit options.
- 100% employer-paid benefits.
- 401(k) retirement plan with company match.
- Pet insurance.
- Immediate vacation accrual.
- Paid holidays effective upon hire, including 11 company-observed holidays, 2 floating holidays, 2 personal days, and 2 volunteer days.
- Employee referral bonus program.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
