Operations Support Technician - 401K

Sentry Insurance; Stevens Point (WI); Híbrido; USD 45.000 - 65.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid work schedule

Tuition reimbursement

Parental leave

401(k) matching

Wellness resources

Paid time off

Descripción de la vacante

Sentry Insurance in Stevens Point, WI seeks an Operations Support Technician - 401K associate to process plan data, validate client information, and support ongoing 401K administration from onboarding to service. This hybrid role blends office collaboration with remote work on select days.

Ideal candidates have a high school diploma or equivalent, strong communication and time-management skills, and the ability to perform data research with accuracy. Prior 401K knowledge is a plus.

Formación

• High school Diploma or equivalent work experience required.
• Excellent verbal and written communications skills.
• Ability to work independently with high accuracy.
• Time management and ability to meet deadlines.
• Ability to perform basic research and analysis to solve discrepancies.
• Previous 401K knowledge or background highly preferred.

Responsabilidades

• Process transactions and manage plan/customer data, validate client data and funding, and maintain census data.
• Respond to questions from customers, producers, and supporting units.
• Prepare, maintain, review, and analyze plan documents and records to ensure compliance.
• Collaborate with other 401K units to meet client needs and provide sales support from point of sale to ongoing administration.
• Support operations and service teams with quality audits, system testing, and documenting procedures; assist with onboarding and training.

Conocimientos

Verbal communication

Written communication

Independence / self-motivation

Time management

Research & analysis

401K knowledge

Educación

High school Diploma or equivalent

Descripción del empleo

vision insurance, parental leave, paid time off, tuition reimbursement, 401(k), remote work

Supports the operational needs of the 401k line of business.

What You'll Do

As an Operations Support Technician - 401K associate you will...

• Process transactions and facilitates plan/customer data management validating client data and funding while maintaining and creating participant census data.
• Respond to questions from customers, producers, and supporting units.
• Prepares, maintains, reviews, and analyzes plan documents and electronic records ensuring that each customer plan administration is compliant according to the plan document.
• Collaborates with other 401K units to meet client needs while providing sales support from point of sale to ongoing plan administration.
• Supports operations and service teams with quality audits, system testing, and document internal procedures as well as assisting with onboarding and informal training for new associates.

What it Takes

• High school Diploma or equivalent work experience
• Excellent verbal and written communications skills
• Ability to work independently and perform duties with a high level of accuracy
• Time management and ability to work within specific time limitations is critical
• Ability to perform basic research and analysis to solve discrepancies is required
• Previous 401K knowledge or background highly preferred

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!

Amelia Sacco

[e-mail]

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.