Manager, Retirement Services Education

Insperity • Houston, TX

4d

About The Position

This position is responsible for leading a team dedicated to delivering exceptional education and support to clients and plan participants. This role ensures a seamless onboarding experience, promotes ongoing engagement, and fosters understanding of retirement plans. The manager collaborates across departments to enhance processes, drive client satisfaction, and create a positive participant experience aligned with organizational goals.

Requirements

• Bachelor’s Degree in Communications, Education, Marketing or a related field is required.
• Five or more years of experience in the retirement plan or investment industry, specifically focusing on qualified plans is required.
• Solid knowledge of retirement plan industry and participant behavior.
• Ability to understand and translate business needs into effective marketing strategies.
• Expertise in design, development and execution of effective communications plans.
• Collaborative, creative, self-motivated with outstanding written and oral communication skills, and strict attention to detail.
• Good project management skills with ability to drive projects to completion, coordinating activities and resolving issues in a timely manner.
• Ability to work independently and in groups, in a fast paced, multi-task environment.
• Ability to work within established standards, formats, branding, and continuity and accuracy of design.

Nice To Haves

• Experience in training and development is preferred.

Responsibilities

• Manages coaches and develops individual team members responsible for educating participants and clients on 401(k) plans and related systems.
• Collaborates with client implementation teams across the organization to continuously improve the overall client on-boarding experience.
• Monitors satisfaction through quality checks, service observations, and feedback; implement improvements to enhance engagement and retention.
• Demonstrates effective business communication skills, oral and written, to facilitate effective service and service recovery with clients.
• Resolves escalated day-to-day data/customer issues and answers questions related to specific Retirement Services client onboarding or education execution.
• Analyzes effectiveness of participant engagement and education efforts to identify areas for improvement in participant retirement readiness.
• Participate in the department’s leadership team, including efforts to effectively manage the department’s resources and to effect continuous improvement in the department’s performance.
• Identifies and executes strategies that streamline client transitions and improve participant understanding of retirement benefits.
• Oversees creation and maintenance of educational resources and presentations in collaboration with communication teams.
• Sets team goals, conducts evaluations, and provides coaching to support career growth and professional development.
• Facilitate onboarding and ongoing training for new hires within the education team.
• Collaborates with Insperity Contact Center and Service team on initiatives to improve client and participant engagement and satisfaction.
• Creates and fosters productive relationships with internal partners and stakeholders to support initiatives of the team.
• Maintains vendor relationships.
• Assists in the accomplishment of Insperity Company goals.
• Helps other employees to accomplish Insperity Company goals.
• Performs other duties as may be assigned by department supervisor.
• Participates in the Disaster Recovery plan as required.

Benefits

• Flexibility: Over 80% of Insperity’s jobs have flexibility.
• Career Growth: Insperity provides many ways to grow with the company. We offer continuous learning programs, mentorship opportunities and ongoing training.
• Well-Being: Our total rewards package includes generous paid time off, top-tier medical, dental and vision benefits, health & wellness support, paid volunteer hours and much more.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager