Operations Support Technician - 401k

Sentry Insurance • Stevens Point, WI

8d • Hybrid

About The Position

Sentry's Operational Support Technician – 401K supports the operational needs by processing and responding to customer inquiries and needs. As an Operations Support Technician – 401K associate you will process transactions and facilitates plan/customer data management validating client data and funding while maintaining and creating participant census data. Respond to questions from customers, producers, and supporting units. Prepares, maintains, reviews, and analyzes plan documents and electronic records ensuring that each customer plan administration is compliant according to the plan document. Collaborates with other 401K units to meet client needs while providing sales support from point of sale to ongoing plan administration. Supports operations and service teams with quality audits, system testing, and document internal procedures as well as assisting with onboarding and informal training for new associates.

Requirements

• High school Diploma or equivalent work experience
• Math, personal computer and Excel skills
• Excellent verbal and written communications skills
• Ability to work independently and perform duties with a high level of accuracy
• Time management and ability to work within specific time limitations is critical
• Ability to perform basic research and analysis to solve discrepancies is required

Nice To Haves

• Previous 401K processing, knowledge of 401K practices, and procedures is highly beneficial.

Responsibilities

• Process transactions and facilitates plan/customer data management validating client data and funding while maintaining and creating participant census data.
• Respond to questions from customers, producers, and supporting units.
• Prepares, maintains, reviews, and analyzes plan documents and electronic records ensuring that each customer plan administration is compliant according to the plan document.
• Collaborates with other 401K units to meet client needs while providing sales support from point of sale to ongoing plan administration.
• Supports operations and service teams with quality audits, system testing, and document internal procedures as well as assisting with onboarding and informal training for new associates.

Benefits

• 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 to help strengthen your financial future.
• Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement program
• Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time off
• Group Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits to encourage a healthy lifestyle.
• 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: Mid Level
• Education Level: High school or GED