Section 1: Position SummaryAssists in the coordination and fulfillment of qualified participant communications materials including development of education and enrollment materials, project and timeline management, and oversight of requests by working directly with clients and/or internal associates to ensure achievement of client expectations.Section 2: Job Functions, Essential Duties and Responsibilities
Manages all elements of creating, producing, and distributing employee benefit plan enrollment materials, including updating fund specific data and changes as they occur.
Works with other departments to review employee benefit plan specifications and requirements necessary to complete the enrollment process. Pinpoints and assists in resolving any initial questions, issues, and problems by ensuring all information is stated correctly throughout all enrollment materials satisfying client expectations.
Coordinates the preparation and delivery of completed enrollment kits to clients and/or employees prior to the start of an enrollment period and meetings.
Coordinates large mass mailings by creating mail merge files using document templates and address spreadsheets for mass distribution (both electronic and hard copy).
Monitors project tracking database including new project requests. Creates, maintains and/or updates reports to management on the status of project activity.
Assists in the supervision of outside resources to ensure quality control and on-time delivery when necessary.
Aids departmental management with all projects as needed. Coordinates details, creates records, tracks assignments, and follows up on replies relating to special projects as directed.
Provides backup assistance when needed.
Works under pressure to meet strict due dates/timelines; may work overtime with limited advance notice.
Interacts and communicates clearly with all levels within the organization including senior management.
Works in a fast-paced, dynamic environment with a high degree of urgency and accuracy
Regular, reliable, and punctual attendance
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day-to-day basis showing your support of our organizational culture.
Supervision
None
Section 3: Experience, Skills, Knowledge Requirements
Minimum of 2 years of experience or equivalent combination of education and experience.
Employee benefits industry experience required; retirement plan industry preferred.
Demonstrated skills in conducting conference calls and dealing directly with clients.
Must occasionally lift and carry packages of up to 40 pounds.
May occasionally have to stand or sit for a long periods of time to perform day to day production.
Bachelor’s degree in business is preferred
Microsoft Office, Adobe Acrobat, general database software experience preferred
Mass Email Software (GroupMail, HubSpot) experience preferred
Brainshark experience preferred
GoToMeeting/GoToWebinar experience preferred
Ability to multi-task while working
Must have organization, interpersonal, and verbal/written skills
Must be detail oriented, team player, and personable
Must be able to manage time, be a problem solver and analytical
Travel time up to 5%
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically , it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.We are proud to be an Equal Opportunity EmployerBe aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”).
