Retirement Benefits Analyst

U-Haul International, Inc.; Phoenix (AZ); On-site; USD 17,000 - 28,000; Full time

Benefits offered by this job

Medical insurance

Dental & Vision plan

Onsite medical clinic

New indoor fitness gym

Tuition Reimbursement

401(k) Savings Plan

Employee Stock Ownership Plan (ESOP)

Job summary

U-Haul Retirement Benefits Department in Phoenix, AZ is seeking a detail-oriented, customer-focused individual to join the retirement benefits team. You will learn and explain U-Haul retirement plans, support teammates, and assist with benefit accounts during day-to-day operations.

This in-office role requires strong communication, basic MS Office skills, and the ability to handle confidential information. You will work Monday–Friday, enjoy comprehensive benefits, tuition reimbursement, 401(k),

Qualifications

• Excellent interpersonal and written/oral communication skills.
• Experience or willingness to learn software such as Word, Excel, PowerPoint and Outlook.
• Attention to detail and accuracy.
• Ability to work in a collaborative team environment, but also independently.

Responsibilities

• Work everyday in office, Monday through Friday during regular business hours at the corporate headquarters in Phoenix, AZ.
• 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.

Skills

Interpersonal skills

Communication

Attention to detail

Team player

Punctuality

Willingness to learn

Education

High School Diploma or Equivalent

Tools

Word

Excel

PowerPoint

Outlook

Job description

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.
• 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.
• 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.
• Medical insurance
• Dental & Vision plan with hearing care discounts
• Onsite medical clinic for team members and eligible family members
• New indoor fitness gym (Midtown Phoenix campus)
• CVS Virtual Care
• 24-Hour Nurse Line
• Wellness Program (Healthier You initiatives & challenges)
• Mindset App Reimbursement
• Pet Insurance & Wellness plans
• 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
• 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 is an equal opportunity employer. All applications for employment will be considered without regard to race, color, religion, sex, national origin, physical or mental disability, veteran status, or any other basis protected by applicable federal, provincial, state, or local law. Individual accommodations are available on requests for applicants taking part in all aspects of the selection process. Information obtained during this process will only be shared on a need to know basis.

Since 1945, U-Haul has been serving do-it-yourself movers and their households. Like many other successful ventures, the concept for U-Haul was generated out of need. After World War II, there existed the widespread need for do-it-yourself moving equipment that would be available on a one-way, nationwide basis.

U-Haul co-founders L.S. "Sam" Shoen and his wife, Anna Mary Carty Shoen, recognized that need and acted upon it. Their visionary approach spread the cost of ownership among many users, facilitating the mobility of the populations of the U.S. and Canada. The covered wagon of the pioneers morphed into orange U-Haul trailers. In the process, an industry was born.

U-Haul Holding Company and its family of companies, including U-Haul, have strived to create a culture of health and wellness. As of February 1, 2020, and consistent with applicable law, no U-Haul Holding Company or its family of companies will hire individuals in states where it may lawfully decline to hire individuals who use nicotine products (Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Pennsylvania, Texas, Utah, Vermont, Virginia and Washington). This policy will not apply to team members hired before February 1, 2020.