401(k) Plan Client Success Specialist

Insperity; Houston (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Insperity is seeking a Retirement Services Specialist to support the 401(k) Plan consulting team and deliver day-to-day service to clients. The role focuses on building long-term relationships, addressing plan questions, and coordinating with Plan Consultants on complex matters.

Responsibilities include client communication, data analysis, and CRM documentation, with travel up to 15% to serve clients effectively and ensure compliance with IRS regulations and Form 5500 requirements.

Qualifications

• High School Diploma or equivalent is required.
• Bachelor’s Degree is preferred.
• One to two years of retirement benefits and/or 401(k) experience or in a professional environment is preferred.
• Professional designations (e.g., CPC, QPA, QKA, CEBS, CPA, APA) are preferred.

Responsibilities

• Develops and maintains relationships with Insperity 401(k) Plan clients through full life cycle of customer from plan initiation to exit.
• Supports a book of clients, ensuring touch calls are made to build long-term relationships and maintains a high level of client satisfaction.
• Handles general client issues and client-specific projects such as plan amendments.
• Notifies clients of required nondiscrimination testing and partners with Plan Consultant for more complex client discussions as needed.
• Answers client inquiries on their current plan provisions and potential amendments to their plan.
• Assists with client issues and acts as liaison between other areas of Retirement Services and the company to resolve operational plan inquiries.
• Monitors client termination notices with 401(k) Plan and forwards to their assigned Plan Consultant.
• Assigns new 401(k) clients to Plan Consultants.

Job description

Insperity is seeking a Retirement Services Specialist to support the 401(k) Plan consulting team and deliver day-to-day service to clients. The role focuses on building long-term relationships, addressing plan questions, and coordinating with Plan Consultants on complex matters.

Responsibilities include client communication, data analysis, and CRM documentation, with travel up to 15% to serve clients effectively and ensure compliance with IRS regulations and Form 5500 requirements.