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Retirement Services Specialist at Insperity - ApplyBlast

Retirement Services Specialist

Insperity

3 days ago

3.8 on Glassdoor

Kingwood, Texas, United States

Onsite

Full Time

Medior

0 applicants

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About this role

The Retirement Services Specialist supports the Insperity 401(k) Plan Consulting team and clients by managing daily deliverables and ensuring high-quality service delivery throughout the client lifecycle. This role involves building strong client relationships, resolving plan-related inquiries, coordinating with Plan Consultants on complex issues, and maintaining accurate records in the CRM system. The position also includes handling client communications, running reports, and assisting with mass mailings and email campaigns.

Responsibilities

Support Insperity 401(k) Plan Consulting team with daily deliverables and client service
Develop and maintain client relationships throughout the full customer life cycle
Handle client inquiries, plan amendments, and nondiscrimination testing notifications