Associate Client Services Specialist - 401K
Sentry, Denver, CO, United States
Supports the client services management team and designated clients through a variety of tasks including gathering information and facilitating general client interactions.
Utilizes multiple systems to monitor and resolve service-related items that arise to assist with timely completion of service items, annual non-discrimination testing, and other compliance related items. Works closely with 401(k) colleagues for continued education and development of 401(k) technical knowledge.
What You'll Do
AsanAssociateClient Services Specialist,you will:
Monitor andmaintainworkflow tasks for assigned clients to ensure requests and services are completed within the required deadlines
Monitor incoming email and voice messages while corresponding with clients to provideaccurateinformationregardingemployer contributions, payroll, and plan information
Collect, verify, and update required customer information accurately within Sentry systems
Develop andmaintainan understanding of Sentry's plan documents, contracts, systems, and compliance requirements
Perform other job-related duties as assigned
What it Takes
Associate degreeor equivalent work experience
0-2 years of related work experience
Prior retirement or 401(k) experience and knowledge is desired
Strong verbal and written communication skills
Successful completion of educational courses, such as CEBS or ASPPA, are beneficial
Computer skills, math aptitude, and ability to communicate and provide exceptional service to our customersrequired
Ability to prioritize workload and handle several projects simultaneously
Ability to analyze contracts and documents isrequired
In the state of Illinois, the hourly rate for this position, dependent on qualifications of experience would be between $21.44 - $32.21
In the state of Colorado, the hourly rate for this position, dependent on qualifications of experience would be between $23.60 - $35.43
What You'll Receive
At Sentry, your total rewards go beyond competitive compensation. Below are some benefits andperksthatyou'llreceive.
Sentry is happy to offer flexibility through a scheduled Hybrid work model. Monday and Friday work from home if you choose to, Tuesday through Thursdayyou'llwork inoffice.
As a Sentry associate, you will have an in-office workspace and materials for your home office. In addition to the laptop, you will receive prior to yourstart,Sentry will provide equipment for your home office.
Meal Subsidy available for associates who report to an office.
401(K)planwith adollar-for-dollarmatch on your first eight percent , plus immediate vesting to help strengthen your financial future.
Continue your education and career development through Sentry University (SentryU) andutilizeour Tuition Reimbursement program
Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time off
Group Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits to encourage a healthy lifestyle.
Well-being and Employee Assistance programs
Sentry Foundation gift matching program to encourage charitable giving.
About Sentry
We takegreat pridein making Forbes' list of America's Best Midsize Employers. A lot ofdifferent factorsgo into that honor, many of which contribute to your job satisfaction.
Our bright future is built on a longtrack recordof success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us,we'reone of the largest and financially strongest mutual insurance companies in the United States.We'rerated A+ by A.M. Best, the industry's leading rating authority.
Our headquarters is in Stevens Point, Wisconsin, with officeslocatedthroughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth.
Get ready to own your future at Sentry. Opportunities await!
Amelia Sacco
Amelia.Sacco@Sentry.com
Equal Employment Opportunity
Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.
Utilizes multiple systems to monitor and resolve service-related items that arise to assist with timely completion of service items, annual non-discrimination testing, and other compliance related items. Works closely with 401(k) colleagues for continued education and development of 401(k) technical knowledge.
What You'll Do
AsanAssociateClient Services Specialist,you will:
Monitor andmaintainworkflow tasks for assigned clients to ensure requests and services are completed within the required deadlines
Monitor incoming email and voice messages while corresponding with clients to provideaccurateinformationregardingemployer contributions, payroll, and plan information
Collect, verify, and update required customer information accurately within Sentry systems
Develop andmaintainan understanding of Sentry's plan documents, contracts, systems, and compliance requirements
Perform other job-related duties as assigned
What it Takes
Associate degreeor equivalent work experience
0-2 years of related work experience
Prior retirement or 401(k) experience and knowledge is desired
Strong verbal and written communication skills
Successful completion of educational courses, such as CEBS or ASPPA, are beneficial
Computer skills, math aptitude, and ability to communicate and provide exceptional service to our customersrequired
Ability to prioritize workload and handle several projects simultaneously
Ability to analyze contracts and documents isrequired
In the state of Illinois, the hourly rate for this position, dependent on qualifications of experience would be between $21.44 - $32.21
In the state of Colorado, the hourly rate for this position, dependent on qualifications of experience would be between $23.60 - $35.43
What You'll Receive
At Sentry, your total rewards go beyond competitive compensation. Below are some benefits andperksthatyou'llreceive.
Sentry is happy to offer flexibility through a scheduled Hybrid work model. Monday and Friday work from home if you choose to, Tuesday through Thursdayyou'llwork inoffice.
As a Sentry associate, you will have an in-office workspace and materials for your home office. In addition to the laptop, you will receive prior to yourstart,Sentry will provide equipment for your home office.
Meal Subsidy available for associates who report to an office.
401(K)planwith adollar-for-dollarmatch on your first eight percent , plus immediate vesting to help strengthen your financial future.
Continue your education and career development through Sentry University (SentryU) andutilizeour Tuition Reimbursement program
Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time off
Group Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits to encourage a healthy lifestyle.
Well-being and Employee Assistance programs
Sentry Foundation gift matching program to encourage charitable giving.
About Sentry
We takegreat pridein making Forbes' list of America's Best Midsize Employers. A lot ofdifferent factorsgo into that honor, many of which contribute to your job satisfaction.
Our bright future is built on a longtrack recordof success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us,we'reone of the largest and financially strongest mutual insurance companies in the United States.We'rerated A+ by A.M. Best, the industry's leading rating authority.
Our headquarters is in Stevens Point, Wisconsin, with officeslocatedthroughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth.
Get ready to own your future at Sentry. Opportunities await!
Amelia Sacco
Amelia.Sacco@Sentry.com
Equal Employment Opportunity
Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.