Job Description
Plan Support Administrator Public Agency Retirement Services Newport Beach, CA Job Details Full-time From $35 an hour 21 hours ago Benefits Profit sharing Health savings account Disability insurance Health insurance Dental insurance Flexible spending account Vision insurance Life insurance Paid sick time Qualifications Document review (document control) Mid-level Client relationship development Databases Workshop facilitation Client interaction via phone calls Full Job Description Job Ad - Plan Support Administrator About the Phase II Systems, DBA Public Agency Retirement Services (PARS): Rooted by our mission and driven by our company values, PARS continues to achieve key milestones and establish industry standards as a market leader. Since inception, we have consulted with over a thousand public agencies and administer programs that have cumulatively saved hundreds of millions of dollars in public resources. Our team of highly responsive experts work each day to thoughtfully guide our clients and provide solutions to achieve their goals.
Job Summary:
The Plan Support Administrator is instrumental in carrying out the core responsibilities of the Plan Support Department. This individual will be responsible for providing outstanding customer service to plan participants, conducting orientations, facilitating workshops, processing participant separations and withdrawals, managing early retirement incentive plan enrollments, and collaborating with plan trustees and annuity providers to ensure seamless distribution processes. Duties and Responsibilities:
Client Support (80%) Assist clients and plan participants with plan support needs; Monitor the support contact line, answering an average of 20-30 calls per day, and provide exceptional service to clients and plan participants; Manage multiple inquiries simultaneously and craft communications to clients and plan participants across various channels (telephone, email, fax, mail, etc.); Develop and maintain relationships with clients, trustees, annuity representatives, and plan participants and act as their primary resources for items related to their retirement plans; and Effectively coordinate with clients, partners and internal departments via phone and email to address all product issues and provide necessary research, problem solving, and support, seeing complex problems through to resolution. Plan Administration and Enrollment (20%) Proactively process enrollment and distribution requests upon receipt while meticulously maintaining and updating database records; Verify client and participant documentation for accuracy and completeness, resolving discrepancies as needed to ensure compliance; Travel to agency sites to present informational orientations for potential plan participants and attend enrollment workshops, as needed based on the volume of new business; and Perform other duties and special projects as assigned. Other Duties Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee for this job. Benefits :
Vacation, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Profit-Sharing Plan, FSA, HSA, Dependent FSA, Supplemental Insurance plans (Short term disability, long term disability, voluntary life insurance, hospital indemnity, accident, and cancer, Group term life insurance), and Paid Sick Leave (Minimum of 40 hours per year) Job Type :
Full-time Hourly Rate :
$35 Phase II Systems provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.
