Client Specialist
1 week ago
We are seeking a highly skilled Client Specialist to join our team at Sentry. As a Client Specialist, you will be responsible for providing exceptional customer service and technical expertise to our clients and sales producers. Your primary focus will be on the administration of employer retirement plans, including 401(k) plans.
Key Responsibilities- Provide technical support and guidance to clients and sales producers through phone calls and emails.
- Collaborate with sales producers to communicate compliance test results and recommend alternatives.
- Accurately manage and document processes for a variety of regulatory reports.
- Partner through the installation process of new plans by coordinating the initial contribution processes. Consult on plan design changes.
- Provide support to internal and external auditors.
- Maintain knowledge of Sentry's plan documents, contracts, and systems.
- Manage an assigned book of business and meeting all scheduled service deadlines.
- Assist in staff training and procedure development.
- Prior retirement/401(k) experience is highly desirable.
- Knowledge and experience of ERISA laws and regulations is required for this position.
- Associate Degree or greater preferred, equivalent work experience will be considered.
- Strong verbal and written communication skills.
- Knowledge of accounting procedures.
- Successful completion of educational courses such as CEBS or ASPPA would be highly beneficial, or desire to complete these courses upon employment.
- Computer, math aptitude, and ability to communicate and provide exceptional service to our customers required.
- Ability to prioritize workload and handle several projects simultaneously is necessary.
- Ability to analyze contracts and documents is required.
Sentry is a leading provider of property, casualty, and life insurance products. We are committed to delivering exceptional service and support to our clients and policyholders. Our team is dedicated to helping businesses succeed and protect their futures.
We offer a competitive compensation package, including a 401(k) plan with a dollar-for-dollar match, meal subsidy, and generous paid-time-off plan. We also provide opportunities for professional development and growth, including tuition reimbursement and employee assistance programs.
If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
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