Operations Support Technician - 401K

About the role

Supports the operational needs of the 401k line of business.

Responsibilities

• Process transactions and facilitate plan/customer data management, validating client data and funding while maintaining and creating participant census data.
• Respond to questions from customers, producers, and supporting units.
• Prepare, maintain, review, and analyze plan documents and electronic records ensuring that each customer plan administration is compliant according to the plan document.
• Collaborate with other 401K units to meet client needs while providing sales support from point of sale to ongoing plan administration.
• Support operations and service teams with quality audits, system testing, and document internal procedures.
• Assist with onboarding and informal training for new associates.

Requirements

• High school diploma or equivalent work experience.
• Excellent verbal and written communication skills.
• Ability to work independently and perform duties with a high level of accuracy.
• Time management and ability to work within specific time limitations is critical.
• Ability to perform basic research and analysis to solve discrepancies.
• Previous 401K knowledge or background highly preferred.

Benefits

• Hybrid Flexibility: Optional work from home on Mondays and Fridays; in-office collaboration Tuesday through Thursday. Technology and tools provided for both office and home workspace from day one.
• Dining on Us: Depending on location, a stipend for on-site cafeteria or a meal allowance.
• Continuous Learning: Access to Sentry University and tuition reimbursement program.
• Comprehensive Benefits: Group medical, dental, and vision insurance; parental leave; pet insurance; caregiver leave; wellness resources; options for HSA, FSA, and Dependent Care FSA.
• Work-Life Balance: Generous Paid Time Off allowance and paid Volunteer Time Off.
• Investing in Your Future: 100% company match on the first 8% contributed to 401(k) each pay period, with immediate vesting.
• Giving Back: Support for United Way through the Sentry Foundation.

Schedule

• Hybrid schedule: optional remote work Mondays and Fridays; in-office Tuesday through Thursday.

About the company

Sentry is recognized for its culture, 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. Founded in 1904, Sentry is one of the largest and most financially stable mutual insurance companies in the U.S., maintaining an A+ rating from A.M. Best for over 30 years. Headquartered in Stevens Point, Wisconsin, with offices across the country, Sentry offers diverse career paths with a focus on ongoing development and professional growth.