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Bilingual Plan Support Administrator

3 weeks ago

Newport Beach, California, United States PARS | Public Agency Retirement Services Full time

Job Description
The Plan Support Administrator is instrumental in carrying out the core responsibilities of the Plan Support Department. Responsibilities include providing outstanding customer service to plan participants in both English and Spanish, conducting orientations, facilitating workshops, processing participant separations and withdrawals, managing early retirement incentive plan enrollments, and collaborating with plan trustees and annuity providers to ensure seamless distribution processes. The Plan Support Administrator reports directly to the Manager of Plan Support.

DUTIES & RESPONSIBILITIES:

  • Answer support contact line while providing exceptional service to clients and plan participants (averaging 20-30 calls per day) in both English and Spanish.
  • Travel to agency sites to present informational orientations for potential plan participants and attend enrollment workshops.
  • Systematically manage multiple inquiries and craft communications for clients and plan participants across various channels (telephone, email, fax, mail, etc.) in both English and Spanish.
  • Proactively process enrollment and distribution requests upon receipt while meticulously maintaining and updating database records.
  • Verify client and participant documentation for accuracy and completeness, resolving discrepancies as needed to ensure compliance.
  • Effectively coordinate with clients, partners and internal departments via phone and email to address all product issues and provide necessary research, problem solving, and support; seeing complex problems through to resolution.
  • Develop and maintain relationships with clients, trustee, annuity representatives, and plan participants to become their provider for information and resources related to their retirement plans.
  • Perform other duties and special projects as assigned.
  • Perform at a level to meet and sustain department metrics and expectations.
  • Maintain a professional demeanor.

POSITION QUALIFICATIONS & REQUIREMENTS:

  • Bachelor's degree or equivalent experience preferred.
  • Must be bilingual in Spanish, both written and verbal.
  • 1-3 years experience in customer service required, preferably in a financial setting.
  • Must be at ease with public speaking and display professionalism.
  • Confident in delivering presentations and engaging with audiences.
  • Excellent time management, prioritization with multitasking, and problem-solving skills.
  • Superior interpersonal and analytical skills.
  • Must be proficient with Microsoft Office Suite.
  • Ability to compose/proof original correspondence: letters, email, etc.
  • Ability to work without direct supervision, and efficiently manage tasks and time.

Company Description
Public Agency Retirement Services (PARS) was established in 1983 to provide the analysis, design and implementation of customized retirement solutions for public agencies (schools and cities). We are the largest local agency-controlled, multi-employer, governmental retirement system in the state. A unique blend of financial expertise combined with exceptional products, a flexible approach to problem solving, and conscientious service has enabled us to become a valued benefits consultant to our many clients across the country. We're well positioned to maintain our reputation as an industry leader. And we need you to help keep us there

PARS was founded and built through the entrepreneurial spirit of its founders and team members. We need other motivated team players who are upbeat and proactive as well as able to take direction. Your contribution to our continued success affords opportunities for advancement and rewards, new challenges, as well as the satisfaction of being a productive member of a company that is providing a real, tangible benefit to people. We offer competitive salaries and a company culture that can't be beat.

Public Agency Retirement Services (PARS) was established in 1983 to provide the analysis, design and implementation of customized retirement solutions for public agencies (schools and cities). We are the largest local agency-controlled, multi-employer, governmental retirement system in the state. A unique blend of financial expertise combined with exceptional products, a flexible approach to problem solving, and conscientious service has enabled us to become a valued benefits consultant to our many clients across the country. We're well positioned to maintain our reputation as an industry leader. And we need you to help keep us there PARS was founded and built through the entrepreneurial spirit of its founders and team members. We need other motivated team players who are upbeat and proactive as well as able to take direction. Your contribution to our continued success affords opportunities for advancement and rewards, new challenges, as well as the satisfaction of being a productive member of a company that is providing a real, tangible benefit to people. We offer competitive salaries and a company culture that can't be beat.