Client Specialist - 401K

Serves as the primary point of contact for Sentry's retirement plan sponsors. By leveraging individual expertise and collaborating with other internal resources, provides proactive technical guidance and consultative support for assigned customers in all facets of plan administration. Builds relationships with plan sponsors to drive plan success. Conducts periodic reviews of assigned plans and proactively provides Sentry field 401(k) associates, sales associates, and sponsors insights into plan operations, new compliance requirements, and alternative plan design or administrative approaches to improve the plans.

This role can be filled at our Stevens Point, WI, El Paso, TX, Goldsboro, NC, or our Denver, CO Offices following a hybrid work model

As a Client Specialist with our 401K team, you will be responsible for answering a variety of technical 401(k) and service questions that come in from clients and employers who purchase our 401(k) products. We are looking for a team member who is passionate about working with customers, building relationships, and providing the technical expertise our clients need.

What You’ll Do

You will support the administration of employer retirement plans and regularly review 401(k) plans. Client Specialists provide the customer with best practice insights in plan operations, review new compliance requirements, and alternate plan design to improve the plan.

• Provide technical support and guidance to customers and sales producers through phone calls and e-mails, while building strong relationships.
• Collaborate with sales producers to communicate compliance test results and recommend alternatives.
• Accurately manage and document processes for a variety of regulatory reports.
• Partner through the installation process of new plans by coordinating the initial contribution processes. Consult on plan design changes.
• Provide support to internal and external auditors.
• Maintain knowledge of Sentry’s plan documents, contracts, and systems.
• Manage an assigned book of business and meeting all scheduled service deadlines.
• Assist in staff training and procedure development.

What it Takes

• Prior retirement/401(k) experience is highly desirable
• Knowledge and experience of ERISA laws and regulations is required for this position.
• Associate degree or greater preferred, equivalent work experience will be considered.
• Strong verbal and written communication skills.
• Knowledge of accounting procedures.
• Successful completion of educational courses such as CEBS or ASPPA would be highly beneficial, or desire to complete these courses upon employment.
• Computer, math aptitude, and ability to communicate and provide exceptional service to our customers required.
• Ability to prioritize workload and handle several projects simultaneously is necessary.
• Ability to analyze contracts and documents is required.

What You’ll Receive

At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you’ll receive.

• Sentry is happy to offer flexibility through a scheduled Hybrid work model. Monday and Friday work from home if you choose to, Tuesday through Thursday in-office.
• As a Sentry associate, you will have an in-office workspace and materials for your home office. In addition to the laptop, you will receive prior to your start, Sentry will provide equipment for your home office.
• Meal Subsidy available for associates who report to an office.
• 401(K) plan with a dollar-for-dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future.
• Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement program.
• Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time off.
• Group Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits to encourage a healthy lifestyle.
• Well-being and Employee Assistance programs.
• Sentry Foundation gift matching program to encourage charitable giving.

About Sentry

All of us at Sentry—more than 4,000 associates—have various talents, skills, and backgrounds. We work together to deliver on our promises to our policyholders every day. We’re proud to offer a full line of property, casualty, and life insurance products to help protect businesses, cars, homes, lives, and retirement income.

Our headquarters is in Stevens Point, Wisconsin, with claims and service offices located throughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth.

Our bright future is built on a long track record of success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us, we’re one of the largest and financially strongest mutual insurance companies in the United States. We’re rated A+ by A.M. Best, the industry's leading rating authority.

Get ready to own your future at Sentry. Opportunities await.