Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Retirement Plan Consultant

July Business Services
(Remote)

July Business Services logo

Retirement Plan Administrator

Retirement Solutions Specialists
(Remote / Jacksonville FL / Hybrid)

Retirement Solutions Specialists logo

Retirement Account Manager

Fringe Benefit Group
(Remote / Austin TX)

Fringe Benefit Group logo

Senior Specialist 401k Recordkeeping

T Bank N.A.
(Dallas TX)

T Bank N.A. logo

Defined Contribution Account Manager

Nova 401(k) Associates
(Remote)

Nova 401(k) Associates logo

Client Service Manager

July Business Services
(Remote)

July Business Services logo

Compliance Officer

New York City District Council of Carpenters Benefit Funds
(New York NY)

New York City District Council of Carpenters Benefit Funds logo

Retirement Plan Relationship Manager

ERISA Services, Inc.
(Remote)

ERISA Services, Inc. logo

Regional Sales Director (West)

July Business Services
(CA)

July Business Services logo

Defined Contributions Compliance Consultant

Loren D. Stark Company (LDSCO)
(Remote)

Loren D. Stark Company (LDSCO) logo

TPA Retirement Plan Consultant

EPIC RPS (TPA/DPS)
(Remote)

EPIC RPS (TPA/DPS) logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile app icon
LinkedIn icon     Twitter icon     Facebook icon

View All Jobs, Sorted by Date


Participant Services Supervisor

U.S. Retirement & Benefits Partners

in Harrisburg PA / Lakeland FL / Hybrid

Logo for U.S. Retirement & Benefits Partners

COMPANY OVERVIEW

U.S. Retirement & Benefits Partners (USRBP) is an independent national financial services firm specializing in public school, governmental and corporate employee benefits plans and employer-sponsored retirement plans. The business was formed in 2008 and today is the largest independent specialist serving the K-12 market with over two million clients nationally. USRBP is the market leader with our dominant position in the educational and government sectors. https://usrbpartners.com/

USRBP is looking for a Participant Services Supervisor for one of our Call Centers https://www.usenrollmentservices.com/benefitscenter/ located in:

  • Harrisburg, PA
  • Lakeland, FL

Position Overview:

Reporting to the Director of Participant Services. The Participant Services Supervisor is primarily responsible for the day-to-day oversight and operations of a team of 13 - 15 Associates, ensuring its staff provide efficient, high-quality customer service to clients on a consistent basis. The ability to work in a fast-paced and deadline driven environment is essential.

The candidate must have the knowledge and skills to successfully lead a segment of the Participant Services Team. This position provides day-to-day leadership and coaching of Participant Services Associates so that they are successful in exceeding expectations regarding customer plans and benefits.

Responsibilities:

  • Monitor team performance, assist with hiring, identify training opportunities, and provide coaching to improve performance.
  • Review, implement, and enforce call center policies and procedures.
  • Demonstrate leadership, ownership, development oversight, and performance accountability for a designated team of Participant Services Representatives.
  • Conduct weekly 1:1 coaching sessions with team members to track professional development, address performance opportunities, and monitor progress/provide guidance on achieving performance targets.
  • Monitor, coach, and reinforce team accountabilities, Quality Assurance expectations, and other issues as they arise.
  • Actively monitor and take action on counseling and disciplinary actions (i.e. corrective action).
  • Handle complex customer inquiries and escalations and ensure they are seen through to resolution.
  • Coordinate team scheduling and ensure adequate coverage exists to manage call volume effectively.
  • Through strong listening skills answer participant and questions from the team in a timely, accurate manner.
  • Have a thorough understanding of all product offerings in order to accurately respond to escalated queries and assist the team.
  • Assist in training development and facilitation in partnership with the business partners Learning & Development department.
  • Continuously evaluate and identify opportunities to drive process improvements that positively impact the business.
  • Ability to provide professional and articulate written and verbal communication.
  • Must routinely meet daily, weekly, and monthly deadlines. Maintain a pleasant, patient, and friendly attitude during all internal and external interactions.

Qualifications:

  • Must have 3-5 years of successful leadership experience working in a fast-paced call center environment.
  • The ability to develop and motivate staff to meet or exceed established goals and metrics.
  • Ability to work and make decisions in a timely manner both independently as well as collaboratively with team members that are in the best interest of the client and the company.
  • Competent in reading, analyzing, and interpreting statistical data and reporting on data as needed.
  • Consistently maintain a positive, approachable, and friendly attitude.
  • Regular attendance is required.
  • Proven capabilities with a thorough understanding of all system applications including all Microsoft Office Applications.
  • Retirement industry experience preferred with exposure to retirement fund types (403b, 401k, 457 or 401a funds), Health Reimbursement/Flexible Spending Account experience (medical billing, EOB’s, 213 eligible medical expenses, FSA debit cards, Dependent care eligibility).
  • Working knowledge of IRS retirement regulations.
  • Ability to measure KPI’s.
  • Solid understanding of all plan offerings and guidelines.
  • Ability to interact effectively with all levels of staff.

Essential Physical Requirements:

  • Ability to read, analyze and interpret written information such as procedure manuals, Company communications or governmental regulations.
  • Ability to frequently use hands to use keyboard and mouse, handle papers, and write.
  • Occasional travel may be required.
  • While performing the duties of this job, the employee is required to stand and sit, which may be restricted to the employee’s workstation, talk, and hear.
  • Specific vision abilities required by this job include close vision requirements due to substantial amount of computer work.
  • Regular, predictable attendance is required.

Compensation:

  • Salary between $50,000 to $65,000.

Benefits:

  • Health insurance
  • Dental
  • Vision
  • Paid Time Off & Holidays
  • Life Insurance

and much more!!!

How to Apply

To submit an application, please sent an updated resume to furtecho@usrbpartners.com.


A Verified Employer
U.S. Retirement & Benefits Partners has trusted BenefitsLink to help reach qualified candidates for this opening.

View All Jobs, Sorted by Date


Manage This Listing (employer only)

© 2024 BenefitsLink.com, Inc.