Plan Support Administrator

Public Agency Retirement Services • Newport Beach, CA

8d

About The Position

Rooted by our mission and driven by our company values, PARS continues to achieve key milestones and establish industry standards as a market leader. Since inception, we have consulted with over a thousand public agencies and administer programs that have cumulatively saved hundreds of millions of dollars in public resources. Our team of highly responsive experts work each day to thoughtfully guide our clients and provide solutions to achieve their goals.

Requirements

• Provide outstanding customer service to plan participants
• Conduct orientations
• Facilitate workshops
• Process participant separations and withdrawals
• Manage early retirement incentive plan enrollments
• Collaborate with plan trustees and annuity providers to ensure seamless distribution processes

Responsibilities

• Assist clients and plan participants with plan support needs
• Monitor the support contact line, answering an average of 20-30 calls per day, and provide exceptional service to clients and plan participants
• Manage multiple inquiries simultaneously and craft communications to clients and plan participants across various channels (telephone, email, fax, mail, etc.)
• Develop and maintain relationships with clients, trustees, annuity representatives, and plan participants and act as their primary resources for items related to their retirement plans
• Effectively coordinate with clients, partners and internal departments via phone and email to address all product issues and provide necessary research, problem solving, and support, seeing complex problems through to resolution
• Proactively process enrollment and distribution requests upon receipt while meticulously maintaining and updating database records
• Verify client and participant documentation for accuracy and completeness, resolving discrepancies as needed to ensure compliance
• Travel to agency sites to present informational orientations for potential plan participants and attend enrollment workshops, as needed based on the volume of new business
• Perform other duties and special projects as assigned

Benefits

• Vacation
• Health Insurance
• Dental Insurance
• Vision Insurance
• Disability Insurance
• Profit-Sharing Plan
• FSA
• HSA
• Dependent FSA
• Supplemental Insurance plans (Short term disability, long term disability, voluntary life insurance, hospital indemnity, accident, and cancer, Group term life insurance)
• Paid Sick Leave (Minimum of 40 hours per year)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed