Job Description
Retirement Transition Program Manager U-Haul - 3.4 Phoenix, AZ Job Details Full-time 8 hours ago Benefits Wellness program Paid holidays Health insurance Dental insurance 401(k) Tuition reimbursement On-the-job training Employee assistance program Vision insurance Gym membership Employee stock ownership plan Opportunities for advancement Life insurance Qualifications Benefits administration Investment Retirement account customer support Confidential information handling Program management Video tutorial instructional content development Email customer support Microsoft Outlook Medicare Health education Healthcare benefits management Phone communication Coaching Presentations for conferences or internal meetings Public speaking Health insurance plan information Mid-level 3 years Video communication Educational video Budgeting Outbound calling Debt management Webinars (training delivery method) Cross-functional collaboration Communication skills Marketing Health insurance management Cross-functional communication Office record organization Full Job Description Retirement Transition Program Manager 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. This position is fully on-site in Phoenix, Arizona. U-Haul International is seeking a goal-oriented individual to join an enthusiastic, high-energy, problem-solving team in assisting our internal team members as they transition to retirement. Candidate should have a passion for educating a diverse team member population about their retirement tools and benefits.
Job responsibilities:
Effectively and accurately administer the retiree health reimbursement benefit and life policies. Provide in-depth guidance on Medicare and Social Security benefits. Work with SmartDollar team and assist team members on personal finance budget & retirement planning. Handle inbound/outbound calls and e-mails. Produce and present webinars, educational courses, video presentations and other benefit marketing materials. Conduct in-person presentations and provide one-on-one, private personalized coaching to those planning retirement or struggling with debt. Maintain knowledge of company benefits, including Medical, Financial Wellness, 401(k) and ESOP, and understand how these benefits coordinate with Medicare and Social Security. Perform cross functional tasks in a highly dynamic environment. Coordinate and collaborate with other team members and departments. Perform both complex and routine administrative work in a timely manner. Maintain high accuracy on recordkeeping and organization. Maintain high levels of confidentiality and integrity. Provide backup support to other Financial Wellness programs. Other related tasks that may be assigned. Ideal candidates will possess the following qualities: Professional decorum and trustworthiness. Proven success on program management. A keen understanding of Medicare and Social Security benefits. Approachable, humble, and can-do attitude. Excellent written and verbal communication. A genuine compassion for people and financial wellness. Organized self-starter, innovative and creative. Ability to thrive in an independent work environment with minimal monitoring. Adoration for problem solving. Curiosity and willingness to learn and explore new ideas. A strong work ethic. The ability to work in a collaborative team environment, but also work independently. Enjoyment of a corporate office environment. Accuracy oriented mindset and ability to follow directions. Comfortable with public speaking and video recording. Strong computer skills and ability to use software such as Word, Excel, PowerPoint, and Outlook. Ability to be punctual to a work schedule and routine tasks. Ability and willingness to work overtime, when needed. Preferred Qualifications:
Possess Social Security, Medicare and Budgeting knowledge, or willing and capable to learn and become the topic expert. At least 3 years of related industry experience - Investment, Insurance, Retirement, or Human Resources. Expected to work everyday in the office Monday through Friday during regular business hours, at the Corporate Headquarters in Phoenix, Arizona. Why U-Haul?: Full Medical coverage Prescription plans Dental & Vision Plans New indoor fitness gym Gym Reimbursement Program Registered Dietitian Program Weight Watchers Onsite medical clinic for you and your family Career stability Opportunities for advancement Valuable on-the-job training Tuition reimbursement program Free online courses for personal and professional development at U-Haul University® Business and travel insurance You Matter Employee Assistance Program Paid holidays, vacation, and sick days Employee Stock Ownership Plan (ESOP) 401(k) Savings Plan Life insurance Critical Illness/Group Accident 24-hour physician available for kids MetLaw Legal program MetLife auto and home insurance Mindset App Program Discounts on cell phone plans, hotels, and more LifeLock Identity Theft Savvy consumer wellness programs - from health care tips to financial wellness Dave Ramsey's SmartDollar Program U-Haul Federal Credit Union Wellness Program 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. About Us 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.
