Associate Client Service Specialist
Sentry · Stevens Point, WI · 1 mo ago
$21.44–$32.21/hrFull-time
We need to output HTML fragment with sections: About the role? The posting includes description of role and responsibilities. We need headings: for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use only sections that have real content.
We need to parse the posting.
First paragraph: "Supports the client services management team and designated clients through a variety of tasks including gathering information and facilitating general client interactions. This associate will utilize 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."
That's a description of role. Could be "About the role". Then "What You'll Do As an Associate Client Services Specialist, you will:" then bullet list of duties. That's responsibilities.
Then "What It Takes" list of qualifications: Associate degree or equivalent work experience, 0-2 years related work experience, prior retirement or 401(k) experience desired, strong verbal and written communication skills, successful completion of educational courses such as CEBS or ASPPA beneficial, computer skills, math aptitude, ability to communicate and provide exceptional service required, ability to prioritize workload and handle several projects simultaneously, ability to analyze contracts and documents required. Also "Positions filled in Freeport, Illinois this position will pay $21.44 - $32.21 Positions filled in Denver, Colorado this position will pay $23.60 - $35.43". That's pay info.
Then "Here is what you can look forward to as part of our team:" then benefits description: Hybrid Flexibility, Dining on Us, Continuous Learning, Comprehensive Benefits, Work-Life Balance, Investing in Your Future, Giving Back. That's benefits.
Then "Why Join Sentry?" etc. That's more about company culture; could be part of About the role or maybe separate but not required. We can include as part of About the role or maybe a separate section like "About Sentry". But we only have allowed headings list; we could put under About the role or maybe "About the role" includes that. However we need to avoid filler. The "Why Join Sentry?" includes recognition etc. Could be considered part of About the role or maybe a separate "About the company". Not in allowed headings but we could still include as part of About the role. The instruction: Use
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use only sections that have real content.
We need to parse the posting.
First paragraph: "Supports the client services management team and designated clients through a variety of tasks including gathering information and facilitating general client interactions. This associate will utilize 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."
That's a description of role. Could be "About the role". Then "What You'll Do As an Associate Client Services Specialist, you will:" then bullet list of duties. That's responsibilities.
Then "What It Takes" list of qualifications: Associate degree or equivalent work experience, 0-2 years related work experience, prior retirement or 401(k) experience desired, strong verbal and written communication skills, successful completion of educational courses such as CEBS or ASPPA beneficial, computer skills, math aptitude, ability to communicate and provide exceptional service required, ability to prioritize workload and handle several projects simultaneously, ability to analyze contracts and documents required. Also "Positions filled in Freeport, Illinois this position will pay $21.44 - $32.21 Positions filled in Denver, Colorado this position will pay $23.60 - $35.43". That's pay info.
Then "Here is what you can look forward to as part of our team:" then benefits description: Hybrid Flexibility, Dining on Us, Continuous Learning, Comprehensive Benefits, Work-Life Balance, Investing in Your Future, Giving Back. That's benefits.
Then "Why Join Sentry?" etc. That's more about company culture; could be part of About the role or maybe separate but not required. We can include as part of About the role or maybe a separate section like "About Sentry". But we only have allowed headings list; we could put under About the role or maybe "About the role" includes that. However we need to avoid filler. The "Why Join Sentry?" includes recognition etc. Could be considered part of About the role or maybe a separate "About the company". Not in allowed headings but we could still include as part of About the role. The instruction: Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says e.g., not limited to those? It says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Likely they expect those headings. We'll include those that have content.
We have:
- About the role: description paragraph + maybe Why Join Sentry? Could be separate but we can include in About the role.
- Responsibilities: bullet list under "What You'll Do".
- Requirements: maybe combine "What It Takes" (education/experience) and also "Ability to analyze contracts and documents is required". That's requirements.
- Qualifications: maybe similar to Requirements; but we could separate: Requirements (education/experience) and Qualifications (skills, certifications). However we have both "Requirements" and "Qualifications" as possible headings. We need to decide.
The posting includes: "Associate degree or 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 customers required Ability to prioritize workload and handle several projects simultaneously Ability to analyze contracts and documents is required"
We could split: Requirements: Associate degree or equivalent work experience, 0-2 years of related work experience. Qualifications: Prior retirement or 401(k) experience desired, strong verbal/written communication, CEBS/ASPPA beneficial, computer skills, math aptitude, ability to communicate exceptional service, ability to prioritize workload, ability to analyze contracts.
Skills: maybe computer skills, math aptitude, communication, prioritization, analysis. But we can keep simple.
Benefits: list of benefits.
Pay: the pay ranges for two locations.
Schedule: maybe hybrid flexibility? Could be schedule: Hybrid Flexibility: optional work from home Mondays and Fridays, office Tue-Thu. That's schedule info. So we can create Schedule section.
Thus sections: About the role, Responsibilities, Requirements, Qualifications, Benefits, Pay, Schedule.
We must not repeat job title as heading. Not include Job ID etc. Remove boilerplate: EEO, application instructions, contact info, etc. Also remove "Amelia Sacco Amelia.Sacco@Sentry.com" and EEO statement.
We must preserve all substantive information. So we need to include all bullet points from responsibilities, all qualification points, all benefits points, pay ranges, schedule details.
Let's extract.
Responsibilities bullet list:
- Monitor and maintain workflow 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 provide accurate information regarding employer contributions, payroll, and plan information
- Collect, verify, and update required customer information accurately within Sentry systems
- Develop and maintain an understanding of Sentry’s plan documents, contracts, systems, and compliance requirements
- Perform other job-related duties as assigned
Qualifications/Requirements:
From "What It Takes":
- Associate degree or equivalent work experience
- 0-2 years of related work experience
- Prior retirement or 401(k) experience and knowledge is desired (actually "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 customers required
- Ability to prioritize workload and handle several projects simultaneously
- Ability to analyze contracts and documents is required
We could separate Requirements (education/experience) and Qualifications (skills/experience). Let's do:
Requirements:
- Associate degree or equivalent work experience
- 0-2 years of related work experience
Qualifications:
- 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 customers required
- Ability to prioritize workload and handle several projects simultaneously
- Ability to analyze contracts and documents is required
Benefits: list from "Here is what you can look forward to as part of our team:" includes:
- Hybrid Flexibility: Enjoy the best of both worlds. With optional work from home on Mondays and Fridays and join your team in the office Tuesday through Thursday to collaborate and learn. We provide the technology and tools you need for both your office and home workspace from day one.
- Dining on Us: Depending on your location, we may provide a stipend that can be used at our on-site cafeteria or a meal allowance to keep you fueled.
- Continuous Learning: Unlock your potential through Sentry University and take advantage of our tuition reimbursement program.
- Comprehensive Benefits: We support your whole self with group medical, dental, and vision insurance along with parental leave, pet insurance, caregiver leave, and wellness resources. Options for HSA, FSA, and Dependent Care FSA are available.
- Work-Life Balance: Enjoy your generous Paid Time Off allowance to rest and take advantage of paid Volunteer Time Off to support your community.
- Investing in Your Future: We’re committed to your long-term financial well-being. We offer a 100% company match on the first 8% you contribute to your 401(k) each pay period, and those funds vest immediately.
- Giving Back: Through the Sentry Foundation, we’re proud to support the United Way and make a difference in our communities.
We could also include "Why Join Sentry?" but that's more about company culture; maybe we can incorporate into About the role.
Pay: two lines:
- Positions filled in Freeport, Illinois this position will pay $21.44 - $32.21
- Positions filled in Denver, Colorado this position will pay $23.60 - $35.43
Schedule: Hybrid Flexibility details could be schedule; but we already used Hybrid Flexibility under Benefits. However schedule could be separate: maybe we can put schedule info under Schedule heading: "Hybrid Flexibility: optional work from home Mondays and Fridays, office Tuesday-Thursday." But we already used that in Benefits. To avoid duplication, we could keep schedule separate and not duplicate. But the instruction says preserve ALL substantive information; we cannot omit. If we put schedule in Benefits, we still need schedule section? Not required if we already covered schedule info under Benefits. But they said "Prefer a few substantive sections over many thin ones." So we could merge schedule into Benefits or keep separate but not duplicate. Let's keep schedule separate and remove from Benefits to avoid duplication. However the benefits list includes Hybrid Flexibility description; if we move that to Schedule, we need to keep the rest of benefits without that line. That's okay.
Thus Benefits section will exclude Hybrid Flexibility; we will keep other benefits.
Schedule section will contain Hybrid Flexibility description.
Now About the role: include initial paragraph plus maybe "Why Join Sentry?" and "Building on a Legacy" etc. But we need to avoid filler. The "Why Join Sentry?" includes recognition, etc. That's substantive about company. Could be included in About the role. Also "Building on a Legacy" etc. That's also substantive. We'll include them.
But we must not include boilerplate like EEO, contact, application instructions. Also remove "Amelia Sacco Amelia.Sacco@Sentry.com". Also remove "Equal Employment Opportunity Sentry is an Equal Opportunity Employer..." etc.
Now craft HTML.
We'll have:
About the role
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Likely they expect those headings. We'll include those that have content.
We have:
- About the role: description paragraph + maybe Why Join Sentry? Could be separate but we can include in About the role.
- Responsibilities: bullet list under "What You'll Do".
- Requirements: maybe combine "What It Takes" (education/experience) and also "Ability to analyze contracts and documents is required". That's requirements.
- Qualifications: maybe similar to Requirements; but we could separate: Requirements (education/experience) and Qualifications (skills, certifications). However we have both "Requirements" and "Qualifications" as possible headings. We need to decide.
The posting includes: "Associate degree or 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 customers required Ability to prioritize workload and handle several projects simultaneously Ability to analyze contracts and documents is required"
We could split: Requirements: Associate degree or equivalent work experience, 0-2 years of related work experience. Qualifications: Prior retirement or 401(k) experience desired, strong verbal/written communication, CEBS/ASPPA beneficial, computer skills, math aptitude, ability to communicate exceptional service, ability to prioritize workload, ability to analyze contracts.
Skills: maybe computer skills, math aptitude, communication, prioritization, analysis. But we can keep simple.
Benefits: list of benefits.
Pay: the pay ranges for two locations.
Schedule: maybe hybrid flexibility? Could be schedule: Hybrid Flexibility: optional work from home Mondays and Fridays, office Tue-Thu. That's schedule info. So we can create Schedule section.
Thus sections: About the role, Responsibilities, Requirements, Qualifications, Benefits, Pay, Schedule.
We must not repeat job title as heading. Not include Job ID etc. Remove boilerplate: EEO, application instructions, contact info, etc. Also remove "Amelia Sacco Amelia.Sacco@Sentry.com" and EEO statement.
We must preserve all substantive information. So we need to include all bullet points from responsibilities, all qualification points, all benefits points, pay ranges, schedule details.
Let's extract.
Responsibilities bullet list:
- Monitor and maintain workflow 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 provide accurate information regarding employer contributions, payroll, and plan information
- Collect, verify, and update required customer information accurately within Sentry systems
- Develop and maintain an understanding of Sentry’s plan documents, contracts, systems, and compliance requirements
- Perform other job-related duties as assigned
Qualifications/Requirements:
From "What It Takes":
- Associate degree or equivalent work experience
- 0-2 years of related work experience
- Prior retirement or 401(k) experience and knowledge is desired (actually "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 customers required
- Ability to prioritize workload and handle several projects simultaneously
- Ability to analyze contracts and documents is required
We could separate Requirements (education/experience) and Qualifications (skills/experience). Let's do:
Requirements:
- Associate degree or equivalent work experience
- 0-2 years of related work experience
Qualifications:
- 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 customers required
- Ability to prioritize workload and handle several projects simultaneously
- Ability to analyze contracts and documents is required
Benefits: list from "Here is what you can look forward to as part of our team:" includes:
- Hybrid Flexibility: Enjoy the best of both worlds. With optional work from home on Mondays and Fridays and join your team in the office Tuesday through Thursday to collaborate and learn. We provide the technology and tools you need for both your office and home workspace from day one.
- Dining on Us: Depending on your location, we may provide a stipend that can be used at our on-site cafeteria or a meal allowance to keep you fueled.
- Continuous Learning: Unlock your potential through Sentry University and take advantage of our tuition reimbursement program.
- Comprehensive Benefits: We support your whole self with group medical, dental, and vision insurance along with parental leave, pet insurance, caregiver leave, and wellness resources. Options for HSA, FSA, and Dependent Care FSA are available.
- Work-Life Balance: Enjoy your generous Paid Time Off allowance to rest and take advantage of paid Volunteer Time Off to support your community.
- Investing in Your Future: We’re committed to your long-term financial well-being. We offer a 100% company match on the first 8% you contribute to your 401(k) each pay period, and those funds vest immediately.
- Giving Back: Through the Sentry Foundation, we’re proud to support the United Way and make a difference in our communities.
We could also include "Why Join Sentry?" but that's more about company culture; maybe we can incorporate into About the role.
Pay: two lines:
- Positions filled in Freeport, Illinois this position will pay $21.44 - $32.21
- Positions filled in Denver, Colorado this position will pay $23.60 - $35.43
Schedule: Hybrid Flexibility details could be schedule; but we already used Hybrid Flexibility under Benefits. However schedule could be separate: maybe we can put schedule info under Schedule heading: "Hybrid Flexibility: optional work from home Mondays and Fridays, office Tuesday-Thursday." But we already used that in Benefits. To avoid duplication, we could keep schedule separate and not duplicate. But the instruction says preserve ALL substantive information; we cannot omit. If we put schedule in Benefits, we still need schedule section? Not required if we already covered schedule info under Benefits. But they said "Prefer a few substantive sections over many thin ones." So we could merge schedule into Benefits or keep separate but not duplicate. Let's keep schedule separate and remove from Benefits to avoid duplication. However the benefits list includes Hybrid Flexibility description; if we move that to Schedule, we need to keep the rest of benefits without that line. That's okay.
Thus Benefits section will exclude Hybrid Flexibility; we will keep other benefits.
Schedule section will contain Hybrid Flexibility description.
Now About the role: include initial paragraph plus maybe "Why Join Sentry?" and "Building on a Legacy" etc. But we need to avoid filler. The "Why Join Sentry?" includes recognition, etc. That's substantive about company. Could be included in About the role. Also "Building on a Legacy" etc. That's also substantive. We'll include them.
But we must not include boilerplate like EEO, contact, application instructions. Also remove "Amelia Sacco Amelia.Sacco@Sentry.com". Also remove "Equal Employment Opportunity Sentry is an Equal Opportunity Employer..." etc.
Now craft HTML.
We'll have:
About the role
Supports the client services management team and designated clients through a variety of tasks including gathering information and facilitating general client interactions. This associate will utilize 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.
Why Join Sentry? At Sentry, we believe our people are the heart of our success. We’re proud to be recognized for the culture we’ve built, earning spots on Forbes’ lists for America’s Best Midsize Employers and Best Employers for New Grads, as well as Newsweek’s America’s Greatest Workplaces for Women and Diversity. These honors reflect our commitment to your professional satisfaction and growth.
Building on a Legacy Our future is bright, but it’s anchored in a long history of stability. Since our founding in 1904, we’ve dedicated ourselves to helping businesses protect their futures. That trust has made us one of the largest and most financially stable mutual insurance companies in the U.S. We’re proud to have maintained an A+ rating from A.M. Best, the industry’s leading authority, for over 30 years.
Your Career, Our Community Whether you’re working at our headquarters in Stevens Point, Wisconsin, or one of our many offices across the country, you’ll find a challenging and rewarding environment. Explore the Our Teams tab on our Career Page to see the diverse career paths we offer, with a focus on ongoing development and professional growth. Ready to own your future? Join us at Sentry, opportunities await!
But note: The last paragraph includes "Explore the Our Teams tab on our Career Page". That's maybe okay.