Customer Service Representative - 401K & L&A

Sentry Insurance; United States; Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Hybrid work options

Tuition reimbursement

401(k) match program

Medical, dental, vision benefits

Paid time off

Parental leave

Wellness resources

Job summary

Sentry is seeking a Customer Service Representative – 401K & L&A to ensure quality service for participants and policy owners. The role is based in Stevens Point with a hybrid work model, offering a balance of office collaboration and remote work.

Responsibilities include handling inquiries, resolving issues with empathy, and documenting actions in appropriate systems. The position emphasizes attendance reliability and proficiency in Excel/Word.

Qualifications

• Associates degree or related work experience is required.
• Strong written and verbal communication with professional demeanor.
• Proficient computer skills and experience with Excel and Word.
• Ability to navigate multiple systems and document actions accurately.

Responsibilities

• Provide quality customer experience for participants and policy owners, reducing friction.
• Listen to customer needs and take appropriate action to fulfill requests.
• Be the main contact, build relationships and resolve requests with empathy and sound judgment.
• Handle calls, locate information, route or process tasks to service participants and owners.

Skills

Customer service

Communication

Computer skills

Excel knowledge

Education

Associates degree or related work experience

Tools

Excel

Word

Job description

Provides quality customer service to participants and policy owners.

This role can be filled at our Stevens Point Office following a hybrid work model

What You'll Do

As a Customer Service Representative – 401K & L&A you will:

• Ensure a quality customer experience for our participants and policy owners by reducing friction points and ensuring an effortless process.
• Listen to and assesses customer needs to take appropriate action to fulfill their requests.
• Be a key point of contact for customers, builds positive relationships and creates customer confidence, loyalty, and retention by resolving requests using knowledge, empathy, and sound judgment. Provides timely customer service meeting or exceeding specified service standards.
• Receives telephone calls for assigned line of business and provides upfront assistance to our participants and policy owners in need of service. These needs may include locating, providing, or obtaining information or documentation, answering questions, routing, or transferring calls as appropriate, entering data, or creating or processing tasks to service participants and or policy owners.

Additionally, you will:

• Navigate multiple systems and technologies to provide and gather information, document actions taken, and accurately resolve service situations in support of participants and or policy owners.
• Record and file provided information from each request in the appropriate system application.

What it Takes

• Associates degree or related work experience
• Good human relations skills to deal effectively with customer issues in a professional manner. Ability to communicate effectively and accurately verbally and in writing.
• Knowledge of how to use a computer, keyboard skills, and familiarity with software applications such as Excel and Word.
• Ability to navigate through various technology software to research and accurately resolve service situations is critical to the success of this position.
• Ability to meet or exceed attendance requirements, providing reliable and predictable attendance
• Hours of the position can be 8:30 AM - 5:00 PM CST

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

At Sentry, your total rewards go beyond competitive compensation. We’re committed to supporting the whole you, which is why we offer a comprehensive package designed to help you thrive both professionally and personally.

• 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’ 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 theOur Teamstab 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!

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.