Financial Wellness Coordinator

Lockton Companies; Kansas; Hybrid; USD 33,000 - 36,000; Full time

Benefits offered by this job

Paid training and professional devlop.

Company-provided equipment

Medical, dental, vision coverage

Employer-paid benefits

401(k) retirement plan with company-m"

Pet insurance

Vacation and holidays

Volunteer days

Employee referral bonus program

Job summary

Lockton Companies seeks a Financial Wellness Coordinator to operate onsite at a University health system client, serving as the retirement-plan expert. You will communicate with employees, educate them on financial wellness, and support HR teams across locations in a hybrid arrangement.

The role requires knowledge of multiple retirement plans, advanced Excel proficiency, and the ability to present clearly to groups.

Qualifications

• High School Diploma/GED or related work experience equivalency.
• 2-3 years of retirement plan products experience.
• Confident and articulate verbal and interpersonal communication; superior group presentation ability.
• Proven ability to follow a step-by-step process and use deductive reasoning.
• Advanced proficiency in Microsoft Excel.
• Experience delivering superior service while multitasking under deadlines.
• Self-motivated and results-driven in a small team environment.

Responsibilities

• Serves as a retirement-plan expert to the client, building relationships and supporting HR teams and employees.
• Develops in-depth knowledge of client retirement and financial wellness plans (e.g., 401(a), 457(b), 529, HSA, FSA).
• Creates a learner-friendly environment to educate employees about financial wellness and retirement offerings; presents programs to client audiences.
• Performs retirement and financial wellness services such as data auditing, distributions, deferrals, matching, billing, and special projects.
• Regular attendance is required; hours may vary during enrollment periods and special projects, including extended hours, evenings, and weekends.
• Performs other duties as assigned.

Skills

Retirement plan knowledge

Excel proficiency

Communication skills

Presentation skills

Teamwork

Education

High School Diploma or GED

Associate’s or Bachelor’s Degree in related field

Tools

Microsoft Excel

Job description

Kansas City - University of Kansas Hospital, Kansas, United States of America

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

About the Position

The Financial Wellness Coordinator operates onsite at an assigned client to communicate and supports financial wellness services, serving as the retirement-plan expert. Responsibilities include confident employee-facing communication, presentation ability, and adaptability across locations and duties. This role operates effectively in a small team.

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

REQUIRED EDUCATION AND EXPERIENCE

• 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.

Equal Opportunity Statement

Lockton Companies is proud to provide everyone anequal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learnsfrom, celebrates and thrives because of ourbreadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

How We Will Support You

At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.