Associate Client Service Specialist

sentryinsurance; United States; Hybrid; USD 45,000 - 67,000; Full time

Benefits offered by this job

Hybrid flexibility

Tuition reimbursement

Comprehensive benefits

Paid time off

Parental leave

401(k) match

Pet insurance

Job summary

Sentry Insurance is seeking an associate to support the client services management team and designated clients. The role involves gathering information, facilitating client interactions, and using multiple systems to monitor and resolve service items, annual non-discrimination testing, and other compliance tasks.

You will collaborate with 401(k) colleagues to grow 401(k) knowledge. Hybrid flexibility is available, with on-site and remote work options, plus tuition reimbursement and comprehensive

Qualifications

• Minimum associate degree or equivalent work experience.
• 0–2 years of related work experience.
• Prior retirement/401(k) experience desirable.
• Strong verbal and written communication skills required.

Responsibilities

• Monitor and maintain workflow tasks for assigned clients to meet deadlines.
• Monitor incoming email/voicemail and communicate with clients on contributions, payroll, and plan information.
• Collect, verify, and update required customer information in Sentry systems.
• Develop understanding of Sentry's plan documents, contracts, systems, and compliance requirements.
• Perform other job-related duties as assigned.

Skills

Strong verbal and written communicatie

Attention to detail

Prior retirement/401(k) experience

CEBS or ASPPA courses beneficial

Computer skills and math aptitude

Ability to prioritize/work on multiple

Ability to analyze contracts/documents

Education

Associate degree or equivalent work experience

Job description

Supports the client services management team and designated clients through a variety of tasks including gathering information and facilitating general client interactions.

This associate will utilize multiple systems to monitor and resolve service-related items that arise to assist with timely completion of service items, annual non-discrimination testing, and other compliance related items. Works closely with 401(k) colleagues for continued education and development of 401(k) technical knowledge.

What You’ll Do

• 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

What it Takes

• Associate degree or equivalent work experience
• 0-2 years of related work experience
• Prior retirement or 401(k) experience and knowledge is desired
• Strong verbal and written communication skills
• Successful completion of educational courses, such as CEBS or ASPPA, are beneficial
• 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

Positions filled in Freeport, Illinois this position will pay $21.44 - $32.21

Positions filled in Denver, Colorado this position will pay $23.60 - $35.43

Here is what you can look forward to as part of our team:

• Hybrid Flexibility: Enjoy the best of both worlds. With optional work from home on Mondays and Fridays and join your team in the office Tuesday through Thursday to collaborate and learn. We provide the technology and tools you need for both your office and home workspace from day one.
• Dining on Us: Depending on your location, we may provide a stipend that can be used at our on-site cafeteria or a meal allowance to keep you fueled.
• Continuous Learning: Unlock your potential through Sentry University and take advantage of our tuition reimbursement program.
• Comprehensive Benefits: We support your whole self with group medical, dental, and vision insurance along with parental leave, pet insurance, caregiver leave, and wellness resources. Options for HSA, FSA, and Dependent Care FSA are available.
• Work-Life Balance: Enjoy your generous Paid Time Off allowance to rest and take advantage of paid Volunteer Time Off to support your community.
• Investing in Your Future: We're committed to your long-term financial well-being. We offer a 100% company match on the first 8% you contribute to your 401(k) each pay period, and those funds vest immediately.
• Giving Back: Through the Sentry Foundation, we're proud to support the United Way and make a difference in our communities.

Why Join Sentry?

At Sentry, we believe our people are the heart of our success. We're proud to be recognized for the culture we've built, earning spots on Forbes's lists for America's Best Midsize Employers and Best Employers for New Grads , as well as Newsweek's America's Greatest Workplaces for Women and Diversity . These honors reflect our commitment to your professional satisfaction and growth.

Building on a Legacy

Our future is bright, but it's anchored in a long history of stability. Since our founding in 1904, we've dedicated ourselves to helping businesses protect their futures. That trust has made us one of the largest and most financially stable mutual insurance companies in the U.S. We're proud to have maintained an A+ rating from A.M. Best, the industry's leading authority, for over 30 years.

Your Career, Our Community

Whether you're working at our headquarters in Stevens Point, Wisconsin, or one of our many offices across the country, you'll find a challenging and rewarding environment. Explore the Our Teams tab on our Career Page to see the diverse career paths we offer, with a focus on ongoing development and professional growth.

Ready to own your future? Join us at Sentry, opportunities await!

Amelia Sacco

[e-mail]

Equal Employment Opportunity

Sentry is an Equal Opportunity Employer. It 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.