Associate Client Service Specialist

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.

Responsibilities

• 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

• 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

Pay

• Positions filled in Freeport, Illinois: $21.44 - $32.21
• Positions filled in Denver, Colorado: $23.60 - $35.43

Benefits

• Scheduled Hybrid work model (Monday and Friday work from home, Tuesday through Thursday in office) with in-office workspace and materials for your home office
• Meal Subsidy available for associates who report to an office
• 401(K) plan with a dollar-for-dollar match on your first eight percent, plus immediate vesting
• Tuition Reimbursement program
• Generous Paid-Time Off plan and Volunteer-Time Off
• Group Medical, Dental, Vision, Life insurance, Parental leave, and Health and Wellness benefits
• Well-being and Employee Assistance programs
• Sentry Foundation gift matching program

About Sentry

We take great pride in making Forbes' list of America's Best Midsize Employers. Our bright future is built on a long track record of 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're one of the largest and financially strongest mutual insurance companies in the United States. We're rated A+ by A.M. Best, the industry's leading rating authority. Our headquarters is in Stevens Point, Wisconsin, with offices located throughout 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.