Retirement Specialist Supervisor

• Handles escalations from employees, clients, and internal stakeholders.
• Provides coaching, training, and development of retirement specialist employees.
• Develops and presents training materials associated with department initiatives as needed (e.g., contribution submission training, new hire training, reconciliation/audit training.)
• Creates and implements initiatives on company-wide training regarding G&A Retirement plan offerings.
• Serves as a subject matter expert (SME) for the retirement services team on retirement plans, administration, and customer service, answering day-to-day questions as needed.
• Establishes and maintains relationships with carriers/vendors.
• Implements, documents, and maintains administrative procedures for assigned retirement processes and audits.
• Manages and ensures new hires and terminations on team are completed promptly.
• Oversees implementation/transfer process for G&A clients, identifying and training the necessary resources needed to implement a new client.
• Oversees the quarterly reconciliation process, coordinating the necessary resources and project managing between accounting team and vendor contacts.
• Maintains overall responsibility for the accuracy of all retirement related data.
• Must be able to travel occasionally.

• Responsible for servicing key accounts as their Retirement Specialist.
• Responds to employee and/or client inquiries with the company guidelines for appropriate response times (4 business hours).
• Identifies projects and inefficiencies in department.
• Identifies and implements opportunities to improve, create, and simplify department processes.
• Performs other duties as assigned.

• Communication – Promotes an environment of open communication within and outside of G&A. Inspires employees at all levels through his/her communication. Encourages open communication and builds consensus with internal team members and clients. Uses tact and discretion in dealing with sensitive information. Communicates orally and in writing in a clear and concise manner. Takes time to listen to, understand the perspectives of others, and proposes solutions.
• Trust and Respect – Behaves and expresses oneself in an open and honest manner. Is consistent in word and actions. Tells the truth even with it is difficult. Shares information accurately, completely, and appropriately. Genuinely seeking to understand and respect others’ perspectives and emotions, encouraging a culture of compassion, empathy, and support both at G&A and with our clients. Establishes trust can respect through consistent honesty and professionalism in all interactions.
• Problem Solving – Ability to solve problems at root cause rather than at symptom level. Assumes new and difficult challenges and manages them as opportunities. Presents problem analysis and recommended solutions, rather than just identifying or describing the problem itself. Identifies the problem and considers potential solutions to solve operational and interpersonal issues. Equally adept at solving simple and complex problems with multiple different strategies. Anticipates and identifies problems and works diligently to ensure the problem is solved quickly and efficiently. Seeks assistance, as necessary.
• Accountability – Sets high standards of performance and holds self and others accountable for measurable high quality, timely, and cost-effective results. Determines objectives, sets priorities, and delegates work appropriately. Accepts responsibility for their and team’s mistakes. Complies with established processes and rules. Takes responsibility for all activities and follows through on commitments. Implements decisions that have been agreed upon. Maintains confidentiality with sensitive information. Acknowledges and learns from mistakes. Follows through on commitments and acts with a clear sense of ownership. Takes personal responsibility for decisions, actions, and failures.
• Client Focus – Examines internal and external client plans and develops services and options to support ongoing relationships. Develops solutions that add value to the client and/or G&A’s programs and operations. Promotes a world class service mindset. Helps internal and external clients to analyze their needs. Seeks to understand service needs from the stakeholder’s perspective and ensure that their standards are met. Establishes effective relationships with internal and external clients to understand and meet or exceed their needs.
• Developing Others – Develops the ability of others to perform and contribute to the organization by providing ongoing feedback, coaching and support, and by providing opportunities to learn through formal and informal methods.

• A high school diploma or equivalent is required.
• An associate or bachelor's degree is preferred.
• Equivalent training/experience will be considered.

• 5 plus years of related benefits experience and/or training is required.
• Bilingual (Spanish/English) is a plus.
• Must be able to communicate with all levels.

• Proficiency in Microsoft Word, Excel, and PowerPoint is required.
• Experience in PrismHR System is a plus.

• Retirement Plan Fundamentals certification is required. Must be able to obtain certification within 24 months. ASPPA, ERPA, OR other Retirement Plan Licensures a plus.

Equal Opportunity Employer Statement