Manager, Retirement Services Education
Insperity, Houston, TX, United States
Insperity
provides the most comprehensive suite of scalable HR solutions available in the marketplace with an optimal blend of premium HR service and technology. With more than 90 locations throughout the U.S., Insperity is currently making a difference for thousands of businesses and communities nationwide.
Behind our success is the unshakeable belief in the value of our people. We value diversity, inclusivity and a sense of belonging. We celebrate work and life events, and we partner with our clients and communities to make great things happen.
We have received recognition numerous times as a top place to work, most recently ranking on Glassdoor’s "Best Places to Work in the U.S. 2024" list, and U.S. News & World Report’s "Best Companies to Work for 2024" list. In addition, we have been recognized for having one of the country’s Top 50 Midsize Early Talent Programs by RippleMatch’s 2024 Campus Forward Awards. There is no better time to be a part of Insperity, and our best work is yet to come. Learn more at Insperity.com.
Why Insperity? Flexibility:
Over 80% of Insperity’s jobs have flexibility. We want your time to have balance, whether it’s spent with coworkers, clients, family or your community.
Career Growth:
Insperity provides many ways to grow with the company. We offer continuous learning programs, mentorship opportunities and ongoing training.
Well-Being:
Our total rewards package includes generous paid time off, top-tier medical, dental and vision benefits, health & wellness support, paid volunteer hours and much more. We take care of our people so that you can do your best work.
Manager, Retirement Services Education Summary This position is responsible for leading a team dedicated to delivering exceptional education and support to clients and plan participants. This role ensures a seamless onboarding experience, promotes ongoing engagement, and fosters understanding of retirement plans. The manager collaborates across departments to enhance processes, drive client satisfaction, and create a positive participant experience aligned with organizational goals.
Essential Functions
Manages coaches and develops individual team members responsible for educating participants and clients on 401(k) plans and related systems.
Collaborates with client implementation teams across the organization to continuously improve the overall client onboarding experience.
Monitors satisfaction through quality checks, service observations, and feedback; implement improvements to enhance engagement and retention.
Demonstrates effective business communication skills, oral and written, to facilitate effective service and service recovery with clients.
Resolves escalated day-to-day data/customer issues and answers questions related to specific Retirement Services client onboarding or education execution.
Analyzes effectiveness of participant engagement and education efforts to identify areas for improvement in participant retirement readiness.
Participates in the department’s leadership team, including efforts to effectively manage the department’s resources and to effect continuous improvement in the department’s performance.
Identifies and executes strategies that streamline client transitions and improve participant understanding of retirement benefits.
Oversees creation and maintenance of educational resources and presentations in collaboration with communication teams.
Sets team goals, conducts evaluations, and provides coaching to support career growth and professional development.
Facilitates onboarding and ongoing training for new hires within the education team.
Collaborates with Insperity Contact Center and Service team on initiatives to improve client and participant engagement and satisfaction. Creates and fosters productive relationships with internal partners and stakeholders to support initiatives of the team.
Maintains vendor relationships.
SUPERVISORY RESPONSIBILITY Supervises others: Yes
Other Responsibilities
Assists in the accomplishment of Insperity Company goals.
Helps other employees to accomplish Insperity Company goals.
Performs other duties as may be assigned by department supervisor.
Participates in the Disaster Recovery plan as required.
Education/Experience Requirements
Bachelor’s Degree in Communications, Education, Marketing or a related field is required.
Five or more years of experience in the retirement plan or investment industry, specifically focusing on qualified plans is required.
Experience in training and development is preferred.
Knowledge / Skills
Solid knowledge of retirement plan industry and participant behavior.
Ability to understand and translate business needs into effective marketing strategies.
Expertise in design, development and execution of effective communications plans.
Collaborative, creative, self‑motivated with outstanding written and oral communication skills, and strict attention to detail.
Good project management skills with ability to drive projects to completion, coordinating activities and resolving issues in a timely manner.
Ability to work independently and in groups, in a fast paced, multi‑task environment.
Ability to work within established standards, formats, branding, and continuity and accuracy of design.
At Insperity, we celebrate the diversity of our employees and our leadership. Insperity is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
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provides the most comprehensive suite of scalable HR solutions available in the marketplace with an optimal blend of premium HR service and technology. With more than 90 locations throughout the U.S., Insperity is currently making a difference for thousands of businesses and communities nationwide.
Behind our success is the unshakeable belief in the value of our people. We value diversity, inclusivity and a sense of belonging. We celebrate work and life events, and we partner with our clients and communities to make great things happen.
We have received recognition numerous times as a top place to work, most recently ranking on Glassdoor’s "Best Places to Work in the U.S. 2024" list, and U.S. News & World Report’s "Best Companies to Work for 2024" list. In addition, we have been recognized for having one of the country’s Top 50 Midsize Early Talent Programs by RippleMatch’s 2024 Campus Forward Awards. There is no better time to be a part of Insperity, and our best work is yet to come. Learn more at Insperity.com.
Why Insperity? Flexibility:
Over 80% of Insperity’s jobs have flexibility. We want your time to have balance, whether it’s spent with coworkers, clients, family or your community.
Career Growth:
Insperity provides many ways to grow with the company. We offer continuous learning programs, mentorship opportunities and ongoing training.
Well-Being:
Our total rewards package includes generous paid time off, top-tier medical, dental and vision benefits, health & wellness support, paid volunteer hours and much more. We take care of our people so that you can do your best work.
Manager, Retirement Services Education Summary This position is responsible for leading a team dedicated to delivering exceptional education and support to clients and plan participants. This role ensures a seamless onboarding experience, promotes ongoing engagement, and fosters understanding of retirement plans. The manager collaborates across departments to enhance processes, drive client satisfaction, and create a positive participant experience aligned with organizational goals.
Essential Functions
Manages coaches and develops individual team members responsible for educating participants and clients on 401(k) plans and related systems.
Collaborates with client implementation teams across the organization to continuously improve the overall client onboarding experience.
Monitors satisfaction through quality checks, service observations, and feedback; implement improvements to enhance engagement and retention.
Demonstrates effective business communication skills, oral and written, to facilitate effective service and service recovery with clients.
Resolves escalated day-to-day data/customer issues and answers questions related to specific Retirement Services client onboarding or education execution.
Analyzes effectiveness of participant engagement and education efforts to identify areas for improvement in participant retirement readiness.
Participates in the department’s leadership team, including efforts to effectively manage the department’s resources and to effect continuous improvement in the department’s performance.
Identifies and executes strategies that streamline client transitions and improve participant understanding of retirement benefits.
Oversees creation and maintenance of educational resources and presentations in collaboration with communication teams.
Sets team goals, conducts evaluations, and provides coaching to support career growth and professional development.
Facilitates onboarding and ongoing training for new hires within the education team.
Collaborates with Insperity Contact Center and Service team on initiatives to improve client and participant engagement and satisfaction. Creates and fosters productive relationships with internal partners and stakeholders to support initiatives of the team.
Maintains vendor relationships.
SUPERVISORY RESPONSIBILITY Supervises others: Yes
Other Responsibilities
Assists in the accomplishment of Insperity Company goals.
Helps other employees to accomplish Insperity Company goals.
Performs other duties as may be assigned by department supervisor.
Participates in the Disaster Recovery plan as required.
Education/Experience Requirements
Bachelor’s Degree in Communications, Education, Marketing or a related field is required.
Five or more years of experience in the retirement plan or investment industry, specifically focusing on qualified plans is required.
Experience in training and development is preferred.
Knowledge / Skills
Solid knowledge of retirement plan industry and participant behavior.
Ability to understand and translate business needs into effective marketing strategies.
Expertise in design, development and execution of effective communications plans.
Collaborative, creative, self‑motivated with outstanding written and oral communication skills, and strict attention to detail.
Good project management skills with ability to drive projects to completion, coordinating activities and resolving issues in a timely manner.
Ability to work independently and in groups, in a fast paced, multi‑task environment.
Ability to work within established standards, formats, branding, and continuity and accuracy of design.
At Insperity, we celebrate the diversity of our employees and our leadership. Insperity is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
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