Retirement Plan Specialist

4 weeks ago


Colorado Springs, Colorado, United States HIS Envoys Group Full time
Job Summary

We are seeking a highly skilled Retirement Plan Specialist to join our team at HIS Envoys Group. As a key member of our Client Services department, you will be responsible for delivering exceptional customer service to retirement plan participants and employers.

Key Responsibilities:

  • Account Management: Assist participants with account setup, enrollment, and beneficiary designation. Guide them through updating personal information and adjusting investment allocations to align with their financial goals.
  • Compliance and Regulations: Stay current on retirement plan regulations, tax implications, and industry updates. Ensure all communications and interactions with participants and administrators comply with applicable laws and company policies.
  • Problem Resolution: Effectively address participant and plan administrator concerns, escalating complex issues to the appropriate internal teams when needed. Take ownership of problem resolution and follow up to ensure a satisfactory outcome.
  • Client Outreach: Proactively engage participants and administrators by offering assistance, providing updates, and promoting retirement planning education. Encourage increased contributions and positive savings behaviors.
  • Reporting and Documentation: Maintain accurate records of participant interactions and activities using the CRM system. Generate and analyze reports for plan administrators and participants to identify trends and opportunities for improvement.

Requirements:

  • High school diploma or GED equivalent required; college education preferred.
  • Minimum of 1-3 years of experience in a customer service role, preferably related to benefits or employee benefit administration. Experience in financial services is a plus.
  • Preferred active license in Series 65, 63, 7, or any retirement plan certification.
  • Credentials with ASPPA, such as QKA, CPC, or other certification programs in 401(k) and 403(b) workplace retirement plans, are preferred.
  • Excellent written and verbal communication skills.
  • Experience with CRM programs.
  • Proficient in Microsoft Office.

What We Offer:

  • Personal Benefit Allowance
  • Retirement Benefits
  • Generous PTO
  • Life Insurance
  • Competitive pay scale (DOE - Starting $19-25/hr)


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