Plan Support Administrator

Rooted by our mission and driven by our company values, Public Agency Retirement Services (PARS) continues to achieve key milestones and establish industry standards as a market leader. Since inception, we have consulted with over a thousand public agencies and administer programs that have cumulatively saved hundreds of millions of dollars in public resources. Our team of highly responsive experts work each day to thoughtfully guide our clients and provide solutions to achieve their goals.

About the role

The Plan Support Administrator is instrumental in carrying out the core responsibilities of the Plan Support Department. This individual will provide outstanding customer service to plan participants, conduct orientations, facilitate workshops, process participant separations and withdrawals, manage early retirement incentive plan enrollments, and collaborate with plan trustees and annuity providers to ensure seamless distribution processes. This role involves travel to client sites to present plan information, address participant questions, and assist with enrollment as needed.

Responsibilities

• Client Support (80%)
  • Assist clients and plan participants with plan support needs.
  • Monitor the support contact line, answering an average of 30-40 calls per day, and provide exceptional service.
  • Manage multiple inquiries simultaneously and craft communications across various channels (telephone, email, fax, mail).
  • Develop and maintain relationships with clients, trustees, annuity representatives, and plan participants as their primary resource for retirement plan items.
  • Coordinate with clients, partners, and internal departments to address product issues, providing research, problem-solving, and support to resolve complex problems.
• Plan Administration and Enrollment (20%)
  • Proactively process enrollment and distribution requests while meticulously maintaining and updating database records.
  • Verify client and participant documentation for accuracy and completeness, resolving discrepancies to ensure compliance.
  • Travel to agency sites to present informational orientations for potential plan participants and attend enrollment workshops as needed.
  • Represent the company to diverse audiences, addressing questions and providing support to potential plan participants.
  • Perform other duties and special projects as assigned.

Requirements

• One (1) to three (3) years of experience in customer service required, preferably supporting a high-volume call center.
• Bachelor’s degree or an equivalent combination of education and/or work experience (preferred).
• Experience in a financial setting (preferred).
• CA Life Insurance License, CA Annuity Training, CEBS (preferred).

Skills

• Proficient with MS Office (Word, Excel, Outlook, PowerPoint, SharePoint).
• Working knowledge of standard office equipment.
• Confident speaking in front of and presenting to large groups.
• Ability to effectively deliver presentations and engage with diverse audiences.
• Ability to compose and proof original correspondence (letters, emails, etc.).
• Ability to work independently and efficiently manage tasks and time.
• Professional demeanor.
• Excellent time management, prioritization, multitasking, and problem-solving skills.
• Superior interpersonal and analytical skills.
• High level of confidentiality.
• Excellent written and oral communication skills.
• Strong organizational skills and ability to meet tight deadlines.
• Team player.

Work Environment and Physical Demands

• Ability to travel to various locations, including via car or plane for extended periods.
• Travel to client sites to represent the company in orientations and workshops.
• Sitting at a desk for extended periods.
• Answering or making calls on the telephone for extended periods.
• Using a keyboard for research and written communication for extended periods.
• Looking at a computer monitor for extended periods.
• Occasionally standing, walking, reaching, and stooping.
• Lifting up to 40 lbs.
• Exposure to moderate noise levels.

Benefits

• Vacation
• Health Insurance (includes Employee Assistance Program)
• Dental Insurance
• Vision Insurance
• Disability Insurance
• Profit-Sharing Plan
• Flexible Spending Account (FSA)
• Health Savings Account (HSA)
• Dependent FSA
• Supplemental Insurance plans
• Group term life insurance
• Cellular Telephone Stipend
• Paid Sick Leave

Pay

Hourly Rate: $35

Schedule

Full-time