Plan Support Administrator

Public Agency Retirement Services•Newport Beach, CA

3d•Onsite

About The Position

About the Phase II Systems, DBA Public Agency Retirement Services (PARS): 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. Job Summary: The Plan Support Administrator is instrumental in carrying out the core responsibilities of the Plan Support Department. This individual will be responsible for providing outstanding customer service to plan participants, conducting orientations, facilitating workshops, processing participant separations and withdrawals, managing early retirement incentive plan enrollments, and collaborating with plan trustees and annuity providers to ensure seamless distribution processes.

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
Answer an average of 20-30 calls per day
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
Act as primary resources for items related to retirement plans
Coordinate with clients, partners and internal departments via phone and email to address all product issues
Provide necessary research, problem solving, and support
See complex problems through to resolution
Process enrollment and distribution requests upon receipt
Meticulously maintain and update database records
Verify client and participant documentation for accuracy and completeness
Resolve discrepancies as needed to ensure compliance
Travel to agency sites to present informational orientations for potential plan participants
Attend enrollment workshops, as needed based on the volume of new business

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)