Retirement Benefits Analyst

About the role

The U-Haul Retirement Benefits Department (within Finance) is looking for a motivated, friendly, fast-learning individual to join the retirement benefits team. In this role, you will learn and teach others about the U-Haul Retirement Benefit Plans, provide support to fellow team members regarding their retirement benefit accounts, and help those same team members on their journeys to Retire with Dignity.

Responsibilities

• Work everyday in office, Monday through Friday during regular business hours at the corporate headquarters in Phoenix, Arizona.
• Handle inbound/outbound calls and e-mails.
• Administer the Dealer Financial Security Program for retired dealers and the 401(k) and ESOP for U-Haul team members.
• Assist team members with their retirement benefits needs.
• Update records and track account activity.
• Weekly processing, documentation and research on data errors and activity on company accounts.
• Communicate regularly with third-party administrator (Fidelity).
• Maintain high levels of confidentiality.

Requirements

• Excellent interpersonal skills and the ability to effectively communicate both in writing and orally.
• Experience or a desire to learn software such as Word, Excel, PowerPoint and Outlook.
• Friendly, patient, approachable, humble and can-do attitude.
• Attention to detail and accuracy.
• Superior organization skills.
• Curiosity, and willingness to learn and explore.
• Ability to be punctual to a work schedule and routine tasks.
• Team player attitude and strong work ethic.
• Ability to work in a collaborative team environment, but also work independently.
• High School Diploma or Equivalent.
• Professional decorum and trustworthiness.
• Excellent written and verbal communication.
• Ability and willingness to work overtime, when needed.

Skills

• 1-2 years of work experience related to customer service.
• Knowledge of retirement benefit plans.
• Financial-industry related experience.
• Ability to speak a second language.

Benefits

• Medical insurance
• Prescription drug plans
• Dental & Vision plan with hearing care discounts
• Onsite medical clinic for team members and eligible family members
• New indoor fitness gym (Midtown Phoenix campus)
• Get Fit Gym Reimbursement Program
• Registered Dietitian Program
• WeightWatchers®
• CVS Virtual Care
• U‑Haul Kids Program
• 24‑Hour Nurse Line
• Wellness Program (Healthier You initiatives & challenges)
• Mindset App Reimbursement
• Pet Insurance & Wellness plans
• Career stability
• Opportunities for advancement
• Valuable on‑the‑job training
• Tuition Reimbursement Program
• Free online courses for personal and professional development at U‑Haul University®
• 401(k) Savings Plan
• Employee Stock Ownership Plan (ESOP)
• Company‑paid life insurance
• Voluntary life insurance options
• Short-Term and Long‑Term Disability
• Critical Illness, Accident & Hospital Indemnity plans
• Business & business travel insurance
• MetLaw Legal Program
• MetLife Auto & Home Insurance
• LifeLock Identity Theft Protection
• Dave Ramsey’s SmartDollar® Financial Wellness Program
• U‑Haul Federal Credit Union
• Paid holidays, vacation, and sick time
• You Matter Employee Assistance Program (EAP)
• Discounts on cell phone plans, hotels, computers, vehicles & more
• Community involvement & volunteer opportunities
• U‑Haul Mothers Program (Paid maternity leave)

Schedule

Expected to work everyday in office, Monday through Friday during regular business hours at the corporate headquarters in Phoenix, Arizona.