Enrollment & Client Communications Lead

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

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