Operations Support Technician - 401K

Sentry Insurance Agency • Stevens Point, WI

1d

About The Position

Sentry's Operational Support Technician – 401K supports the operational needs of the 401K line of business. This team member will help the operational needs of the 401K team by processing and/or reviewing client transactions, participating in the setup and maintenance of plans, and responding to customer inquiries and needs.

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.

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

• Competitive compensation to reward you for your hard work every day.
• Generous Paid-Time Off Plan for you to enjoy time out of the office.
• 401(K) plan with a dollar for dollar match on your first eight percent, plus immediate vesting to help fund your future.
• Group Medical, Dental, Vision and Life insurance to encourage a healthy lifestyle.
• Pretax Dependent Care and Health Expense Reimbursement Accounts to ease taxes on health spending.
• Extensive Work-Life Resources to lend a helping hand.
• Volunteer Time Off so you can dedicate time to the community.
• Sentry Foundation gift matching program to encourage charitable giving.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees