Enrollment Liaison: Data-Driven Client Support

Compass Retirement Consulting Group/Compass 360, LLC; New Hampshire; On-site; USD 42,000 - 58,000; Full time

Job summary

Compass Retirement Consulting Group/Compass 360, LLC is seeking an Enrollment Liaison in New Hampshire. You will be the primary contact for 3(16) enrollment services, ensuring timely mailings and accurate enrollment records.

The role involves handling emails and calls, coordinating with plan sponsors, participants, advisors and vendors, and training outsourced staff. You will use Verify, Pension Pro and other systems to determine eligibility, maintain documentation, and support communications

Qualifications

• Excellent verbal and written communication skills are required.
• Strong analytical thinking and attention to detail are essential.
• Ability to problem solve and take initiative.
• Capable of managing time and multi-tasking in a fast-paced environment.
• Comfort with independent work and collaborating with teams.

Responsibilities

• Serve as primary contact for enrollment services for plans tracked by Compass.
• Ensure enrollment mailings are sent timely on each entry date.
• Handle inbound/outbound calls and emails; respond within 24 hours.
• Oversee enrollment processes or supervise outsourced staff.
• Maintain records in Verify and Compass Docs systems.
• Prepare and send paper mailings via external vendors as needed.
• Train outsourced team members on enrollment processes.
• Produce SOPs and stay updated on retirement industry regulations.

Skills

Verbal & written comms

Analytical skills

Problem solving

Attention to detail

Time management

Organization

Team collaboration

Education

High School Diploma

Job description

Compass Retirement Consulting Group/Compass 360, LLC is seeking an Enrollment Liaison in New Hampshire. You will be the primary contact for 3(16) enrollment services, ensuring timely mailings and accurate enrollment records.

The role involves handling emails and calls, coordinating with plan sponsors, participants, advisors and vendors, and training outsourced staff. You will use Verify, Pension Pro and other systems to determine eligibility, maintain documentation, and support communications