401k Services Manager

Company: Sentry Insurance
Location: Stevens Point
Posted on: April 10, 2025

Job Description:

Responsible for leading a team in relationship management, technical expertise and problem-solving for relevant aspects of retirement plan administration, which may include one or more of the following areas of concentration: plan installation & takeover, plan/contract issuance and termination, plan testing and reporting, customer relationship management.

Maintains capabilities and professionalism of assigned team's interactions with employers, plan participants, auditors, attorneys, government agencies, and Sentry field and home office personnel.

Successfully balances requirements of achieving Sentry's business objectives within legal, administrative, practical, compliance and system capabilities for qualified plan administrationThis position will be located in our Stevens Point - Strongs location. What You'll DoAs a 401k Service Manager, you will:

• Manages overall schedules, procedures, and policies for team's functions, ensuring that all Sentry contractual or business obligations are fulfilled adequately. Ensures that team's reports are accurately and timely prepared and distributed to affected areas.
• In conjunction with Director and other managers, establishes and monitors departmental goals, objectives and policies that complement overall company objectives.
• Identifies, recommends, and implements changes in products, procedures and processes which are required by government regulations that impact Sentry's retirement products or business, or which are necessary to remain competitive in the retirement marketplace.
• Ensures that applicable control documents and procedures are consistently updated and reflect current business practices and Sentry requirements. Monitors quality through periodic audit processes and measures service and productivity through various unit reports.Additional Responsibilities:
  • Develops team's relationship management, communication, and technical skills to anticipate and address service issues and resolve problems quickly and effectively.
  • Assists in the development and implementation of acceptability guidelines for new and takeover business, including profitability
  • Provides training and technical support to staff and sales force as needed.
  • Maintains expert knowledge of current and proposed rules and regulations affecting retirement plans.
  • Develops and maintains effective working relationships with other business units.
  • Provides leadership and technical expertise in implementation of new technologies, services, policies and procedures.
  • Assists with review and assessment of special plan administration and compliance needs in competitive bidding situations.
  • Participates in projects, involvement in marketing direction and product development as requested.
  • Administers human resource-related activities including timely performance and salary reviews and ensures all subordinates adhere to human resources policies and practices. Selects, develops, motivates, and recognizes staff.
  • May manage financial resources including developing, administering, and assuring conformance to the annual department budget.
  • Performs other job-related duties as assigned from time to time.What it Takes:
    • Bachelor's Degree or equivalent work experience.
    • Minimum 2 years of related work experience.
    • CEBS or ASPPA designation highly desirable.
    • Extensive qualified retirement plan, insurance and investment knowledge.
    • Previous successful management experience and analytical abilities to develop, implement, and monitor pension programs.
    • Experience with PC, internet and LAN-based systems.
    • Understanding of government regulations and taxation of pension products.
    • Knowledge of Sentry's organization and distribution systems beneficial.
    • Ability to organize and coordinate various activities related to planning, developing and implementing pension programs beneficial.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 for those who work in an office. 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!Donna PaschallTalent Acquisition Specialist...@sentry.comEqual Employment OpportunitySentry 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. Associated topics: customer care manager, customer service team manager, expertise, guide, guidance, leadership, management experience, manager, operations manager, senior

Keywords: Sentry Insurance, Waukesha , 401k Services Manager, Accounting, Auditing , Stevens Point, Wisconsin