What are the responsibilities and job description for the Retirement Services Representative position at Concordia Plans?
Retirement Services Representative
At Concordia Plans we care for those who serve by providing excellent retirement, healthcare, and benefit services. We have an exciting opportunity for someone to combine their experience, talent, and passion as part of our team at Concordia Plans serving the workers of The Lutheran Church— Missouri Synod.
Concordia Plans has a reputation for outstanding culture, most recently winning the 2025 Top Workplaces USA award, with additional special awards for Work-Life Flexibility, Compensation & Benefits and Purpose & Values. This honor goes to the country’s best employers with high performing people-first cultures. Our recent history of employment excellence also includes being awarded the 2023-2025 Top Workplaces USA award, the Top Workplaces 2021 - 2024 St. Louis Post-Dispatch awards and the St. Louis Area Business Health Coalition’s 2020 Business Health Culture Award. Established more than 50 years ago providing service in 6,000 communities throughout the United States, we are mission focused professionals united to care for those caring for our community.
At Concordia Plans we are focused and flexible. Embracing the new normal, pioneering ways to continue to support work life balance in our family first culture. We offer competitive compensation with a benefit package, including a pension plan, 403(b), health insurance at no cost to the employee, and much more. With this exciting opportunity you can combine experience, talent, and passion as part of our team at Concordia Plans serving the workers of The Lutheran Church— Missouri Synod.
Essential Job Functions
At Concordia Plans we care for those who serve by providing excellent retirement, healthcare, and benefit services. We have an exciting opportunity for someone to combine their experience, talent, and passion as part of our team at Concordia Plans serving the workers of The Lutheran Church— Missouri Synod.
Concordia Plans has a reputation for outstanding culture, most recently winning the 2025 Top Workplaces USA award, with additional special awards for Work-Life Flexibility, Compensation & Benefits and Purpose & Values. This honor goes to the country’s best employers with high performing people-first cultures. Our recent history of employment excellence also includes being awarded the 2023-2025 Top Workplaces USA award, the Top Workplaces 2021 - 2024 St. Louis Post-Dispatch awards and the St. Louis Area Business Health Coalition’s 2020 Business Health Culture Award. Established more than 50 years ago providing service in 6,000 communities throughout the United States, we are mission focused professionals united to care for those caring for our community.
At Concordia Plans we are focused and flexible. Embracing the new normal, pioneering ways to continue to support work life balance in our family first culture. We offer competitive compensation with a benefit package, including a pension plan, 403(b), health insurance at no cost to the employee, and much more. With this exciting opportunity you can combine experience, talent, and passion as part of our team at Concordia Plans serving the workers of The Lutheran Church— Missouri Synod.
Essential Job Functions
- Ensures that LCMS employers and plan members are knowledgeable in Concordia Retirement Savings Plan (CRSP) features and related IRS rules using phone, email and written communication.
- Seen as a recognized resource for the CRSP.
- Anticipates and responds to CRSP-specific inquiries from employers and members.
- Actively participates in multiple audits and calculations to ensure accuracy and compliance with CRSP procedures / plan.
- Devises, evaluates and employs methods and tools to complete the work cycle and ensure excellent service delivery.
- Serves as a day-to-day contact for outside vendors.
- Serves as a contact person for other CPS departments relating to CRSP plan processes.
- Ensures confidentiality in handing sensitive payroll and benefit information.
- Utilizes standard operating procedures for the purpose of quality assurance, process integrity and stewardship.
Education and Experience
- Associate Degree or related work experience, required; Bachelor's degree, preferred.
- Knowledge of 401(k) and/or 403(b) regulations and terminology, preferred.
- Demonstrated delivery of accurate financial calculations, required.
- Successful participation on collaborative team(s).
- Experience managing time-sensitive processes, deadlines, etc., with empathy and compassion.
- Experience in a customer service role, preferred.
- Experience using workflow management technology, preferred.
Competencies
- Organizational savvy: ability to navigate in a regulated industry and with complex organizations.
- Systems fluency: proficiency with MS Office suite; experience with system and collaborative tools (Pinnacle, Infor [Lawson], SharePoint or industry equivalents), preferred.
- Communications: ability to articulate information simply and concisely in person, over the phone and in writing, and to reflect CPS values (integrity, compassion, excellence, stewardship, accountability) in all internal and external communications.
- Flexibility: is energized by change and welcomes new opportunities, quickly learns and adapts to change, manages uncertainty and stress during change and rallies behind change initiatives.
- Performance management and development: with guidance, sets clear goals and objectives, cooperates and participates fully in the coaching process, and actively seeks continuous learning to improve individual and team performance.
- Team work: participates fully on assigned and adjunct teams, fosters a collaborative spirit, and builds collaborative networks with internal staff and vendor representatives.
- Customer orientation: demonstrates a high commitment to concepts and principles of the Integrity Service program or similar values-based customer service program; is dedicated to meeting the expectations and requirements of internal and external customers.
- Learning agility: learns new skills easily, climbs learning curve rapidly and applies new knowledge quickly.
- Problem solving: uses logic and methods to solve difficult problems, provides objective analysis, and engages others in analyzing and developing solutions.
- Results oriented: steadfastly pushes self for results, self-motivated with the ability to effectively prioritize and execute tasks with minimal supervision, maintains focus on organizational goals.
- Sensitivity: practices high level of confidentiality, able to work comfortably with individuals in life transition, understands the impact of decisions and actions on customers.
