Plan Support Administrator

Duties And Responsibilities

• Assist clients and plan participants with plan support needs;
• Monitor the support contact line, answering an average of 20-30 calls per day, and provide exceptional service to clients and plan participants;
• Manage multiple inquiries simultaneously and craft communications to clients and plan participants across various channels (telephone, email, fax, mail, etc.);
• Develop and maintain relationships with clients, trustees, annuity representatives, and plan participants and act as their primary resources for items related to their retirement plans;
• 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.

Plan Administration and Enrollment

• 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;
• Travel to agency sites to present informational orientations for potential plan participants and attend enrollment workshops, as needed based on the volume of new business;
• Perform other duties and special projects as assigned.