Plan Support Administrator

Public Agency Retirement Services; Newport Beach (CA); On-site; USD 41,000 - 55,000; Full time

Benefits offered by this job

Vacation

Health Insurance (Employee Assistance)

Dental Insurance

Vision Insurance

Disability Insurance

Profit-Sharing Plan

FSA

HSA

Dependent FSA

Supplemental Insurance plans

Group term life insurance

Cellular Telephone Stipend

Paid Sick Leave

Job summary

Public Agency Retirement Services (PARS) is seeking a Plan Support Administrator to deliver exceptional client service to plan participants. You will conduct orientations, assist with enrollments and withdrawals, and coordinate with trustees and annuity providers to ensure smooth distributions.

Travel to client sites for orientations and workshops will be required. The role emphasizes customer-service excellence, data accuracy, and strong communication skills, with a typical workweek involving

Qualifications

• 1–3 years of customer service experience, preferably in a high-volume call center.
• Bachelor's degree or an equivalent combination of education and/or work experience.
• Experience in a financial setting; CA Life Insurance License, CA Annuity Training, CEBS.

Responsibilities

• Assist clients and plan participants with plan support needs.
• Monitor the support contact line and handle 30–40 calls per day with excellent service.
• Manage inquiries via phone, email, fax, mail, and other channels and communicate with clients.

Skills

MS Office

Public speaking

Communication

Time management

Team player

Confidentiality

Organization

Education

Bachelor's degree or equivalent

Tools

SharePoint

Job description

Job Ad – Plan Support Administrator

About Public Agency Retirement Services

Rooted by our mission and driven by our company values, PARS continues to achieve key milestones and establish industry standards as a market leader. Since inception, we have consulted with over a thousand public agencies and administer programs that have cumulatively saved hundreds of millions of dollars in public resources. Our team of highly responsive experts work each day to thoughtfully guide our clients and provide solutions to achieve their goals.

Job Summary

The Plan Support Administrator is instrumental in carrying out the core responsibilities of the Plan Support Department. This individual will be responsible for providing outstanding customer service to plan participants, conducting orientations, facilitating workshops, processing participant separations and withdrawals, managing early retirement incentive plan enrollments, and collaborating with plan trustees and annuity providers to ensure seamless distribution processes. This individual will travel to client sites and present plan information to potential participants, address questions that arise, and assist with enrollment as needed.

Duties and Responsibilities

Client Support (80%)

• Assist clients and plan participants with plan support needs;
• Monitor the support contact line, answering an average of 30-40 calls per day, and provide exceptional service to clients and plan participants;
• Manage multiple inquiries simultaneously and craft communications to clients and plan participants across various channels (telephone, email, fax, mail, etc.);
• Develop and maintain relationships with clients, trustees, annuity representatives, and plan participants and act as their primary resource for items related to their retirement plans; and
• Effectively coordinate with clients, partners and internal departments via phone and email to address all product issues and provide necessary research, problem solving, and support, seeing complex problems through to resolution.

Plan Administration and Enrollment (20%)

• Proactively process enrollment and distribution requests for all plans administered under the Department upon receipt while meticulously maintaining and updating database records;
• Verify client and participant documentation for accuracy and completeness, resolving discrepancies as needed to ensure compliance;
• Travel to agency sites to present informational orientations for potential plan participants and attend enrollment workshops, as needed based on the volume of new business;
• Represent the company to diverse audiences and effectively address questions and provide support to potential plan participants; and
• Perform other duties and special projects as assigned.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee for this job.

Qualifications/Requirements

Required

• One (1) to three (3) years of experience in customer service required, preferably supporting a high-volume call center.

Preferred

• Bachelor's degree or an equivalent combination of education and/or work experience;
• Experience in a financial setting; and
• CA Life Insurance License, CA Annuity Training, CEBS.

Skills

• Proficient with MS Office, including Word, Excel, Outlook, PowerPoint, and SharePoint;
• Working knowledge of all standard office equipment;
• Confident speaking in front of and presenting to large groups of people;
• Ability to effectively deliver presentations and engage with diverse audiences;
• Ability to compose/proof original correspondence including letters, email, etc.;
• Ability to work independently and efficiently manage tasks and time;
• Maintain a professional demeanor;
• Excellent time management, prioritization, multitasking, and problem-solving skills;
• Superior interpersonal and analytical skills;
• Exhibit a high level of confidentiality;
• Demonstrate excellent written and oral communication skills;
• Strong organizational skills and the ability to meet tight deadlines; and
• Be a team player.

Work Environment and Physical Demands

• Ability to travel to various locations;
• Ability to travel via car or plane for sometimes long and continuous periods of time;
• Ability to travel to client sites to represent the company in orientations and workshops;
• Sitting at a desk for sometimes long and continuous periods of time;
• Answering or making calls on the telephone for sometimes long and continuous periods of time;
• Using a keyboard to perform research, and to communicate through written means for sometimes long and continuous periods of time;
• Looking at a computer monitor for sometimes long and continuous periods of time;
• Occasionally standing, walking, reaching, and stooping;
• Lifting up to 40 lbs.; and
• Exposure to moderate noise level.

Benefits:

• Vacation
• Health Insurance (Employee Assistance Program included)
• Dental Insurance
• Vision Insurance
• Disability Insurance
• Profit-Sharing Plan
• FSA
• HSA
• Dependent FSA
• Supplemental Insurance plans
• Group term life insurance
• Cellular Telephone Stipend
• Paid Sick Leave

Job Type: Full-time

Hourly Rate: $35

Public Agency Retirement Services (PARS) provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.

This position will require a background check, including Social Security, address, nationwide criminal database, county criminal, and nationwide sex offender records, as well as employment, education, and professional reference verification. PARS participates in E-Verify. Employment eligibility will be confirmed through E-Verify only after a formal job offer is accepted and Form I-9 is completed. We do not use E-Verify to pre-screen applicants.