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OVERVIEW
At Sentry, our associates take care of our customers with a passion for service and delivering business results. As a Retirement Plan Client Service Tech , you’ll be responsible for supporting our 401(k) Client Service Manager in their administrative duties. We are looking for candidates for the Stevens Point, WI or Scottsdale, AZ office who are passionate about working with customers, building relationships, building knowledge for career growth and providing the support our 401(k) team needs.
This position will be located at our Stevens Point, WI or Scottsdale, AZ office.
WHAT YOU'LL DOAs a 401(k) Client Service Tech, you’ll provide operational and administrative support to our 401(k) Client Service Manager team, ensuring required customer information is received, verified, and updated in a timely manner. In addition, you’ll:
- 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
- High School Diploma
- 0-2 years of related work experience
- Prior retirement or 401(k) experience and knowledge is desired
- Strong verbal and written communication skills
- 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
We take great pride in making Forbes’ list of America’s Best Midsize Employers since 2017. A lot of different factors go into that honor, many of which contribute to your job satisfaction. At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you’ll receive.
- To best support our associates and our culture, Sentry is happy to offer flexibility through a scheduled work from home (Monday and Friday)/in office days (Tuesday through Thursday) after we begin to return to the office.
- Generous Paid-Time Off plan for you to enjoy time out of the office.
- 401(K) plan with a dollar for dollar match on your first eight percent , plus immediate vesting to help strengthen your financial future.
- Group Medical, Dental, Vision and Life insurance to encourage a healthy lifestyle.
- Pretax Dependent Care and Health Expense Reimbursement Accounts to ease taxes on health spending.
- Extensive Work-Life Resources to lend a helping hand.
- Sentry Foundation gift matching program to encourage charitable giving.
- Continue your education and career development through Sentry University (SentryU).
If you are interested in joining Sentry’s team, select the one position that you are most interested in being considered for and complete your online application details. If you have applied with us before, you will only need to provide your email address and password. If this is your first time applying, you’ll need to create an account. Please complete your application and upload your resume online.
ABOUT SENTRYAll of us at Sentry—more than 4,000 associates—have various talents, skills, and backgrounds. We work together to deliver on our promises to our policyholders every day. We’re proud to offer a full line of property, casualty, and life insurance products to help protect businesses, cars, homes, lives, and retirement income.
Our headquarters is in Stevens Point, Wisconsin, with claims and service 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.
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.
Get ready to own your future at Sentry. Opportunities await.
EQUAL EMPLOYMENT OPPORTUNITYIt is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.
TALENT ACQUISITION SPECIALISTThank you for your interest in Sentry!
Jenny Dun
JENNY.DUN@SENTRY.COM