Financial Wellness Coordinator

Lockton; Junction City (KS); Hybrid; USD 33,000 - 36,000; Full time

Benefits offered by this job

Health benefits

401(k) with company match

Paid time off

Job summary

BCInsourcing, a Lockton Company, seeks a dedicated retirement services professional to manage client relationships and educate employees on financial wellness offerings. The role focuses on retirement plans, communications, and support for billing, distributions, and deferrals.

You will collaborate with client HR teams, deliver clear guidance on plan options, and ensure accurate reporting while adapting to enrollment cycles and evolving client needs.

Qualifications

• High School Diploma or GED required; related work experience accepted.
• 2–3 years of retirement plan products experience preferred.
• Strong verbal and interpersonal communication; presentation skills.
• Excel proficiency required; data handling and reporting experience.

Responsibilities

• Serves as retirement-plan expert for assigned client(s) and educates employees.
• Gains in-depth knowledge of client retirement and financial wellness plans (401(a), 457(b), 529, HSA, FSA).
• Creates approachable communications to educate employees on benefits and retirement offerings.
• Supports billing, distributions, deferrals, and matches; audits plan data as needed.
• Ensures coverage during enrollment periods; may require extended hours, evenings, or weekends.
• Performs other duties as assigned.

Skills

Group presentation

Communication

Time management

Client services

Education

High School Diploma/GED

Associate’s or Bachelor’s Degree

Tools

Microsoft Excel

Job description

Your Responsibilities

At BCInsourcing, we believe our people are our greatest strength. We strive to hire individuals from diverse backgrounds because different perspectives make us stronger, more innovative, and better equipped to serve others. If you are passionate about helping people and enjoy being part of a dynamic, team-oriented environment, you’ll feel right at home here.

Your Responsibilities

At BCInsourcing, we believe our people are our greatest strength. We strive to hire individuals from diverse backgrounds because different perspectives make us stronger, more innovative, and better equipped to serve others. If you are passionate about helping people and enjoy being part of a dynamic, team-oriented environment, you’ll feel right at home here. BCInsourcing, a Lockton Company, is one of the nation’s leading benefit communication firms. Headquartered in Kansas City, we deliver customized benefit communication and administrative services to employees across the United States, partnering closely with our clients’ HR departments to support both organizations and their employees.

Location: The University of Kansas Health System. This position is hybrid. The days onsite will vary week to week.

Essential Functions

• Client Services: Serves as an ambassador and retirement-plan expert to the assigned client(s) by cultivating effective business relationships and maintaining rapport with all case partners and client’s employees; serves as an administrator following the client’s financial wellness and retirement process while supporting the client HR team, employees and benefit carriers.
• Financial Wellness and Retirement Acumen: Develops a detailed understanding and in-depth working knowledge of the client’s financial wellness and retirement plans, including the 401(a), 457(b), 529, HSA, FSA, and other employer offerings such as Purchasing Power and Identity Theft coverage.
• Communication Services: Creates an approachable group facing environment to engage and educate employees about their financial wellness and retirement offerings; participates in developing communication strategies to achieve the client’s goals in their changing environment while using professional verbal and interpersonal communication and active listening skills in order to effectively educate employees and interact with client partners. Responsible for presenting financial wellness programs, resources, and retirement plan offerings to a client employee audience.
• Benefit Services: Completes various retirement and financial wellness-related services; based on client needs, duties may include (but are not limited to) the auditing and reporting of plan data, support of 401(a) and 457(b) distributions, deferrals, and matches; billing administration; special projects related to retirement and financial wellness.
• Attendance: Regular attendance is required. Hours may fluctuate during open enrollment periods and special projects in order to meet the needs of the client, including preannounced extended work hours, evenings, and/or weekends.
• Performs all other tasks as assigned

Qualifications

• High School Diploma/GED equivalent or related work experience equivalency
• Former experience and demonstrated expertise of retirement plan products - 2-3 years of experience required.
• Confident and articulate verbal and interpersonal communication skills including superior group presentation ability
• Proven professional experience following a step-by-step process while using deductive reasoning to produce positive outcomes
• Advanced proficiency in Microsoft Excel
• Professional experience demonstrating superior service skills while multi-tasking and working under pressure of deadlines
• Professional experience demonstrating self-motivation and result-driven outcomes operating in a small team environment

Preferred Education And Experience

• Advanced expertise and working knowledge of retirement and financial wellness plan products
• Associate’s or Bachelor’s Degree or equivalent combination of education, training, or experience in a related field

Total Rewards Summary

We offer a comprehensive total rewards package designed to support the health, financial well-being, and professional growth of our employees.

• Paid training and ongoing professional development
• Company-provided equipment
• Comprehensive medical, dental, and vision coverage, including a wellness program
• Additional voluntary benefit options
• 100% employer-paid benefits
• 401(k) retirement plan with company match
• Pet insurance
• Immediate vacation accrual
• Paid holidays, effective upon hire, including:
• – 11 company-observed holidays
• – 2 floating holidays
• – 2 personal days
• – 2 volunteer days
• Employee referral bonus program

Compensation

The starting hourly pay range for this position is $24.03 – $26.44 per hour. The listed hourly range represents the anticipated minimum and maximum compensation for this position. Actual pay will be determined based on a variety of job-related factors, including but not limited to the selected candidate’s skills, experience, qualifications, licensure, and internal equity. In most cases, new hires are not brought in at the top of the range, as compensation decisions are evaluated based on the specific circumstances of each hire.