Retirement Benefits Analyst

U-Haul•Phoenix, AZ

1d•Onsite

About The Position

The U-Haul Retirement Benefits Department (within Finance) is looking for a motivated, friendly, fast-learning individual to join the retirement benefits team. In this role, you will learn and teach others about the U-Haul Retirement Benefit Plans, provide support to fellow team members regarding their retirement benefit accounts, and help those same team members on their journeys to Retire with Dignity.

Requirements

Excellent interpersonal skills and the ability to effectively communicate both in writing and orally.
Experience or a desire to learn software such as Word, Excel, PowerPoint and Outlook.
Friendly, patient, approachable, humble and can-do attitude.
Attention to detail and accuracy.
Superior organization skills.
Curiosity, and willingness to learn and explore.
The ability to be punctual to a work schedule and routine tasks.
A team player attitude and strong work ethic.
The ability to work in a collaborative team environment, but also work independently.
High School Diploma or Equivalent.
Professional decorum and trustworthiness.
Excellent written and verbal communication.
Ability and willingness to work overtime, when needed.

Nice To Haves

1-2 years of work experience related to customer service.
Knowledge of retirement benefit plans.
Financial-industry related experience.
Ability to speak a second language.

Responsibilities

Expected to work everyday in office, Monday through Friday during regular business hours at the corporate headquarters in Phoenix, Arizona.
Handle inbound/outbound calls and e-mails.
Administrate the Dealer Financial Security Program for retired dealers and the 401(k) and ESOP for U-Haul team members.
Assist team members with their retirement benefits needs.
Update records and track account activity.
Weekly processing, documentation and research on data errors and activity on company accounts.
Communicate regularly with third-party administrator (Fidelity)
Maintain high levels of confidentiality.

Benefits

Medical insurance
Prescription drug plans
Dental & Vision plan with hearing care discounts
Onsite medical clinic for team members and eligible family members
New indoor fitness gym (Midtown Phoenix campus)
Get Fit Gym Reimbursement Program
Registered Dietitian Program
WeightWatchers®
CVS Virtual Care
U‑Haul Kids Program
24‑Hour Nurse Line
Wellness Program (Healthier You initiatives & challenges)
Mindset App Reimbursement
Pet Insurance & Wellness plans
Career stability
Opportunities for advancement
Valuable on‑the‑job training
Tuition Reimbursement Program
Free online courses for personal and professional development at U‑Haul University®
401(k) Savings Plan
Employee Stock Ownership Plan (ESOP)
Company‑paid life insurance
Voluntary life insurance options
Short-Term and Long‑Term Disability
Critical Illness, Accident & Hospital Indemnity plans
Business & business travel insurance
MetLaw Legal Program
MetLife Auto & Home Insurance
LifeLock Identity Theft Protection
Dave Ramsey’s SmartDollar® Financial Wellness Program
U‑Haul Federal Credit Union
Paid holidays, vacation, and sick time
You Matter Employee Assistance Program (EAP)
Discounts on cell phone plans, hotels, computers, vehicles & more
Community involvement & volunteer opportunities
U‑Haul Mothers Program (Paid maternity leave)