Retirement Plan Payroll Consultant I (Hybrid)

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition

Job Purpose:  

This position requires excellent client facing customer service including on camera while working with different retirement plan types and different retirement roles. The role is responsible for educating clients on the importance of accurate data reported on payroll spreadsheets, helping the client know what to correspond with their payroll provider to confirm the correct information is being transferred between systems,  presenting the service our website system will provide to prospective and existing clients in maintaining the compliance of their retirement plan, the ability to research to identify what the client is needing and explaining in terms the client can understand within a specific level of service.  This role has day to day contact with Employers, Financial Advisors, Payroll Providers, third party aggregators, and internal partners to assist with the payroll process. This position must ensure client satisfaction while working with clients who are unknown on how to process payroll and helping clients understand their role.   The proper coordination of services with several different parties and create a friendly environment to meet client expectations resulting in continued retirement plan growth and contribution to the company's surplus. The individual should have a working knowledge of excellent phone skills, working multiple systems, attention to detail, knowledge to know when to prioritize, and continue to help grow their colleagues. The daily career will involve knowledge in census data on payroll files including plan compensation, eligibility, census dates, and how to report excluded employees. This job opportunity will require motivation within a team, self-discipline of meeting goals, and teamwork skills.

Job Responsibilities:  

• Provide expertise and guidance in the reporting of payroll information for several different retirement plan types.

• Act as an advocate for all TruStage clients representing their needs by listening to their concerns.  Create an environment of excellent customer service with external and internal clients. 

• Meet or exceed the written Service Level we state to our clients and providing timely assistance to help support our clients. 

• Serve as help to external clients and internal colleagues in a clear and positive manner.

• Provide face to face assistance on camera daily during conference calls and team meetings

• Share knowledge and provide feedback to continue efficiencies within the role.

• Continue to learn with a positive attitude and know when to ask for help

• The ability to multi-task in handling several phone calls, email correspondence, meetings, and system capabilities.

• Meet deadlines by coming to work timely and strong work ethic

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time. 

Job Requirements: 

• Bachelor's degree in Business or Insurance or equivalent trade-off in related professional work experience. 

• 4 years of retirement plan experience.