Associate Client Services Specialist - 401K

Utilizes multiple systems to monitor and resolve service-related items that arise to assist with timely completion of service items, annual non-discrimination testing, and other compliance related items. Works closely with 401(k) colleagues for continued education and development of 401(k) technical knowledge.

What You'll Do 

As an Associate Client Services Specialist, you will: 

• Monitor and maintain workflow tasks for assigned clients to ensure requests and services are completed within the required deadlines 

• Monitor incoming email and voice messages while corresponding with clients to provide accurate information regarding employer contributions, payroll, and plan information 

• Collect, verify, and update required customer information accurately within Sentry systems 

• Develop and maintain an understanding of Sentry’s plan documents, contracts, systems, and compliance requirements 

• Perform other job-related duties as assigned 

What it Takes 

• Associate degree or equivalent work experience 

• 0-2 years of related work experience 

• Prior retirement or 401(k) experience and knowledge is desired 

• Strong verbal and written communication skills 

• Successful completion of educational courses, such as CEBS or ASPPA, are beneficial 

• Computer skills, math aptitude, and ability to communicate and provide exceptional service to our customers required 

• Ability to prioritize workload and handle several projects simultaneously 

• Ability to analyze contracts and documents is required 

In the state of Illinois, the hourly rate for this position, dependent on qualifications of experience would be between $21.44 - $32.21

In the state of Colorado, the hourly rate for this position, dependent on qualifications of experience would be between $23.60 - $35.43

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 you’ll work 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 

We take great pride in making Forbes’ list of America’s Best Midsize Employers. A lot of different factors go into that honor, many of which contribute to your job satisfaction.  

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. 

Our headquarters is in Stevens Point, Wisconsin, with 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.  

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

Amelia Sacco

[email protected] 

Equal Employment Opportunity

Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.