Retirement Benefits Analyst

uhaul; Phoenix (AZ); On-site; USD 25,000 - 28,000; Full time

Benefits offered by this job

Medical insurance

Dental & Vision plan

Onsite medical clinic

Tuition Reimbursement Program

401(k) Savings Plan

Employee Stock Ownership Plan (ESOP)

Job summary

U-Haul is seeking a motivated individual to join the Retirement Benefits Department in Phoenix. You will learn and teach about retirement benefit plans, support teammates with retirement accounts, and help colleagues retire with dignity.

Responsibilities include handling calls and emails, maintaining records, and coordinating with Fidelity. A high school diploma and a customer-service mindset are essential for success in this role.

Qualifications

• High School Diploma or Equivalent is required.
• Willingness to learn retirement benefit plans.
• Excellent written and verbal communication.

Responsibilities

• Work everyday in office, Monday–Friday during regular business hours at our Phoenix headquarters.
• Handle inbound/outbound calls and emails.
• Administer the Dealer Financial Security Program for retired dealers and the 401(k) and ESOP for U-Haul team members.
• Assist team members with their retirement benefits needs.
• Update records and track account activity.
• Weekly processing, documentation and research on data errors and activity on company accounts.
• Communicate regularly with Fidelity, the third-party administrator.

Skills

Interpersonal skills

Communication

Attention to detail

Time management

Education

High School Diploma or Equivalent

Tools

Word

Excel

PowerPoint

Outlook

Job description

United States This position is not eligible for employer sponsorship. Applicants must be legally authorized to work and must not require employer sponsorship.

Location:

20 E Thomas Rd, Phoenix, Arizona 85012 United States of America

To ensure a fair and consistent evaluation process, candidates are expected to complete all interviews and assessments independently and without the use of artificial intelligence tools (including AI-generated responses, prompts, or real-time assistance). Use of AI throughout the application and recruiting process may result in removal from consideration. Our goal is to get to know your authentic experiences, communication style, and problem-solving approach.

Are you proactive, detail-oriented and enthusiastic to learn new things in a corporate environment? The U-Haul Retirement Benefits Department (within Finance) is looking for a motivated, friendly, fast-learning individual to join the retirement benefits team. In this role, you will learn and teach others about the U-Haul Retirement Benefit Plans, provide support to fellow team members regarding their retirement benefit accounts, and help those same team members on their journeys to Retire with Dignity.

Job responsibilities :

• Expected to work everyday in office, Monday through Friday during regular business hours at the corporate headquarters in Phoenix, Arizona.
• Handle inbound/outbound calls and e-mails.
• Administrate the Dealer Financial Security Program for retired dealers and the 401(k) and ESOP for U-Haul team members.
• Assist team members with their retirement benefits needs.
• Update records and track account activity.
• Weekly processing, documentation and research on data errors and activity on company accounts.
• Communicate regularly with third-party administrator (Fidelity)Maintain high levels of confidentiality.

Ideal candidates will possess the following :

• Excellent interpersonal skills and the ability to effectively communicate both in writing and orally.
• Experience or a desire to learn software such as Word, Excel, PowerPoint and Outlook.
• Friendly, patient, approachable, humble and can-do attitude.
• Attention to detail and accuracy.
• Superior organization skills.
• Curiosity, and willingness to learn and explore.
• The ability to be punctual to a work schedule and routine tasks.
• A team player attitude and strong work ethic.
• The ability to work in a collaborative team environment, but also work independently.
• High School Diploma or Equivalent.
• Professional decorum and trustworthiness.
• Excellent written and verbal communication.
• Ability and willingness to work overtime, when needed.

Desired Skills- Not Required :

• 1-2 years of work experience related to customer service.
• Knowledge of retirement benefit plans.
• Financial-industry related experience.
• Ability to speak a second language.

Additional Information:

This position is offered between $18-$20 per hour.

U‑Haul Offers:

• Medical insurance
• Prescription drug plans
• Dental & Vision plan with hearing care discounts
• Onsite medical clinic for team members and eligible family members
• New indoor fitness gym (Midtown Phoenix campus)
• Get Fit Gym Reimbursement Program
• Registered Dietitian Program
• WeightWatchers®
• CVS Virtual Care
• U‑Haul Kids Program
• 24‑Hour Nurse Line
• Wellness Program (Healthier You initiatives & challenges)
• Mindset App Reimbursement
• Pet Insurance & Wellness plans
• Career stability
• Opportunities for advancement
• Valuable on‑the‑job training
• Tuition Reimbursement Program
• Free online courses for personal and professional development at U‑Haul University®
• 401(k) Savings Plan
• Employee Stock Ownership Plan (ESOP)
• Company‑paid life insurance
• Voluntary life insurance options
• Short-Term and Long‑Term Disability
• Critical Illness, Accident & Hospital Indemnity plans
• Business & business travel insurance
• MetLaw Legal Program
• MetLife Auto & Home Insurance
• LifeLock Identity Theft Protection
• Dave Ramsey's SmartDollar® Financial Wellness Program
• U‑Haul Federal Credit Union
• Paid holidays, vacation, and sick time
• You Matter Employee Assistance Program (EAP)
• Discounts on cell phone plans, hotels, computers, vehicles & more
• Community involvement & volunteer opportunities
• U‑Haul Mothers Program (Paid maternity leave)

U‑Haul Holding Company, and its family of companies including U‑Haul International, Inc. ("U‑Haul"), continually strives to create a culture of health and wellness. Consistent with applicable state law, U‑Haul will not hire or re-hire individuals who use nicotine products. The states in which U‑Haul will decline to hire nicotine users are: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Pennsylvania, Texas, Utah, Vermont, Virginia, and Washington. U‑Haul has observed this hiring practice since February 1, 2020 as part of our commitment to a healthy work environment for our team.

U‑Haul is an equal opportunity employer. All applicants for employment will be considered without