Client Liaison, Enrollments

Compass Retirement Consulting Group/Compass 360, LLC; Oregon; Hybrid; USD 30,000 - 48,000; Full time

Job summary

Compass Retirement Consulting Group/Compass 360, LLC is seeking an Enrollment Liaison to serve as the primary contact for 3(16) enrollment services. The role ensures timely enrollment mailings, handles emails and calls, and collaborates with internal teams to address sponsor, participant, advisor and vendor needs.

Strong communication, data analysis and attention to detail are essential. The position involves data entry, documentation maintenance and training of outsourced staff, with a focus on

Qualifications

• Strong verbal and written communications are required.
• Experience with enrollment processes and data accuracy is essential.
• Ability to handle inbound/outbound calls and emails within 24 hours.
• Knowledge of retirement plans is helpful.

Responsibilities

• Meet service standards when interacting with plan sponsors, participants, advisors and vendors.
• Respond to plan sponsor, participant and vendor inquiries within 24 hours.
• Oversee enrollment process and manage enrollment materials for assigned books of business.
• Use Verify and recordkeeping systems to determine newly eligible participants for each entry date.
• Maintain enrollment documentation and prepare mailings.
• Train outsourced team on enrollment processes and new assignments.

Skills

Communication

Analytical thinking

Detail oriented

Time management

Problem solving

Teamwork

Education

High School Diploma

Tools

Verify system

Pension Pro

FT William

Card File

Job description

Job Summary

The Enrollment Liaison will serve as the primary point of contact, both internally and externally, for 3(16) enrollment services. They must determine newly eligible participants are ensure all enrollment mailings are sent timely each entry date. This position is required to use email and handle inbound and outbound phone calls, collaborating internally with other teams to address plan sponsor, participant, advisor and vendor service needs. This will require effective verbal and written communication skills, someone who enjoys data analysis and has a strong attention to detail.

Duties/Responsibilities

• Meet Compass Service Agreement standards when interacting with plan sponsors, participants, advisors and vendors, including addressing inquiries efficiently, professionally and accurately.


• Respond to plan sponsor, participant, advisor and vendor emails and calls within 24 hours.?


• Oversee the enrollment process for all plans which Compass tracks eligibility and distributes enrollment materials by either completing the below tasks for an assigned book of business or overseeing the tasks completed by outsourced staff for their assigned book of business


• Use Verify system to determine newly eligible participants for each entry date for select plans.


• Use recordkeeping system to determine newly eligible participants for each entry date for certain plans.


• Create list of newly eligible participants for each entry date.


• Maintain current enrollment documentation on Verify and Compass Docs system.


• Execute electronic enrollment notice deliver for applicable plans and participants.


• Prepare and send paper mailings via external mailing vendor, as applicable.


• Train new members of outsourced team on enrollment processes and new assignments from onboarding


• Maintain email templates in Verify system for electronic delivery.


• Assist in the disbursement process of other participant communications including annual notices, blackout notices, fee disclosures, QDIA Notices, Safe Harbor Notices, and other custom communications as requested. These notices may be distributed via email or other electronic means as well as regular mail.


• Enter billing for mailing and other billable tasks timely and accurately.


• Update document amendments, source changes, etc. in Verify system and in other systems as required.


• Maintain accurate records of enrollments, client interactions and transactions in the appropriate storage locations.


• Protect and secure all confidential data held by Compass to prevent unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to the company or our plan sponsors, participants, advisors and vendors.


• Use designated software and tools to complete all assigned tasks. This includes but is not limited to Verify, FT William, Pension Pro and Card File.


• Develop SOPs for processes in which you are determined to be a SME. This includes writing the SOP as well as recoding the SOP overview.


• Stay updated on industry trends and changes in benefit regulations by actively seeking to maintain and enhance comprehensive knowledge and understanding of retirement industry rules.


• Stay informed about Compass business and product offerings in order to provide informed assistance to plan sponsors and advisors and to ensure compliance with industry regulations and best practices.


• Perform additional job duties/special projects as assigned.??

Requirements Required Skills/Abilities/Certifications

• Strong verbal and written communications skills using clear and grammatically correct language.


• Proven analytical skills and the ability to critically think.


• The ability to problem solve, be pro-active, and demonstrate initiative.


• Strong attention to detail.


• Robust time management and organizational skills with the ability to multi-task required.


• A base knowledge and understanding of retirement plans and payroll processing platforms with the ability and drive to expand that knowledge.


• Ability to work both independently and in a collaborative team environment.


• High School Diploma is required.

Working Conditions and Physical Requirements

• Requires the ability to:


• Sit at a desk and work on a computer for a prolonged period of time


• Operate a computer, phone, keyboard, mouse, copier, scanner, postage machine and other related office equipment.


• Communicate and exchange information to others over phone or video conferencing software.


• See and observe printed or electronic information on computer monitors.


• Communicate and interact cordially and professionally with other staff members.


• Follow all company policies as outlined in the employee handbook.


• Working conditions include a normal indoor office environment. If remote in employee's home, the space should be free of interruptions with minimal background noise.


• Regular work hours should match those hours the clients and other employees are working, which is Monday through Friday in the 7:00am - 6:00pm range.