Retirement Services Specialist

Insperity•Houston, TX

About The Position

This position supports the Insperity 401(k) Plan Consulting team and its clients by assisting with daily deliverables and activities. The specialist supports a book of clients throughout the customer lifecycle, from plan initiation to exit, and helps ensure effective service delivery and client satisfaction. The role handles general client issues and plan-related inquiries, coordinates with Plan Consultants and other Retirement Services teams, and assists with client projects, reporting, communications, and team activities. Travel is up to 15% of the time.

Requirements

High school diploma or equivalent is required.
Travel up to 15% of the time.

Nice To Haves

Bachelor’s degree is preferred.
One to two years of retirement benefits and/or 401(k) experience, or experience in a professional environment, is preferred.
Professional designations such as CPC, QPA, QKA, CEBS, CPA, or APA are preferred.

Responsibilities

Develop and maintain relationships with Insperity 401(k) Plan clients throughout the customer lifecycle, from plan initiation to exit.
Support a book of clients, making touch calls to build long-term relationships and maintain a high level of client satisfaction.
Handle general client issues and client-specific projects, such as plan amendments.
Notify clients of required nondiscrimination testing and partner with a Plan Consultant on more complex client discussions as needed.
Answer client inquiries about current plan provisions and potential plan amendments.
Assist with client issues and liaise between Retirement Services areas and the company to resolve operational plan inquiries.
Monitor client termination notices for 401(k) Plans and forward them to the assigned Plan Consultant.
Assign new 401(k) clients to Plan Consultants.
Respond to general client questions about ownership structure, potential mergers and acquisitions, and other business transactions or changes.
Participate in Plan Consulting team projects and client data analysis as assigned.
Escalate complex client issues as needed.
Manage the team mailbox, respond to questions, and assign more complex issues to a Plan Consultant for further assistance.
Run and provide client reports as needed.
Document client activities in Insperity’s CRM system.
Assist with mass mailings and Eloqua emails notifying clients of updates or testing results, including creating CRM activities or tasks for Plan Consultants.
Answer incoming client calls and emails requesting information about Insperity 401(k) Plans, including general questions about nondiscrimination testing, Form 5500, invoices, and IRS regulations.