Plan Support Administrator

Public Agency Retirement Services•Newport Beach, CA

5d•Hybrid

About The Position

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. This individual will travel to client sites and present plan information to potential participants, address questions that arise, and assist with enrollment as needed.

Requirements

One (1) to three (3) years of experience in customer service required, preferably supporting a high-volume call center
Proficient with MS Office, including Word, Excel, Outlook, PowerPoint, and SharePoint
Working knowledge of all standard office equipment
Confident speaking in front of and presenting to large groups of people
Ability to effectively deliver presentations and engage with diverse audiences
Ability to compose/proof original correspondence including letters, email, etc.
Ability to work independently and efficiently manage tasks and time
Maintain a professional demeanor
Excellent time management, prioritization, multitasking, and problem-solving skills
Superior interpersonal and analytical skills
Exhibit a high level of confidentiality
Demonstrate excellent written and oral communication skills
Strong organizational skills and the ability to meet tight deadlines
Be a team player

Nice To Haves

Bachelor's degree or an equivalent combination of education and/or work experience
Experience in a financial setting
CA Life Insurance License, CA Annuity Training, CEBS

Responsibilities

Assist clients and plan participants with plan support needs
Monitor the support contact line, answering an average of 30-40 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 resource 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 for all plans administered under the Department 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
Represent the company to diverse audiences and effectively address questions and provide support to potential plan participants
Perform other duties and special projects as assigned