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Retirement Plan Services Representative

Location: Indianapolis, IN
Job # 9720326
Date Posted: 08-04-2017
Artemis Search Partners, Inc. is currently seeking an experienced Retirement Services Representative for its client, a well established insurance company based in Indianapolis, IN.
Position Title: Retirement Plan Service Representative 

Location: This position is based in Indianapolis, IN.  Will consider relocation assistance for select candidates.

Position Type:  Full time, permanent position

Compensation:  Competitive base salary commensurate with experience level.  Additional bonus opportunity available.  Full benefits, 401k match, 100% employer paid pension, on-site medical clinic, fitness center and cafeteria. Competitive PTO and additional perks and incentives offered.

Position Responsibilities:
  • Provides superior level of client/customer support to both internal and external customers in reference to various retirement plans.
  • Main responsibilities include client service, managing accurate and complete data records and providing timely communication to customers.
  • Communicates across the organization and relays information to internal customers as necessary.
  • Escalates appropriate issues to direct management as needed.
  • Works to prioritize workload and stays in compliance with department timelines as established.
Position Requirements:
  • Minimum High School Diploma required.  Prefer Associates and/or Bachelor's degrees. Will accept experience in lieu of Associates and/or Bachelors degrees.  
  • Prior experience working with retirement plans and providing customer service to internal and/or external customers.
  • Preferred: ASPPA QKA or QPA; CEBS or RPA designations.
  • Upon hire, this position may require new employees to obtain a Series 6 license.
  • Must hold strong analytical, mathematics and customer service skills.
  • Must hold strong verbal and written communication skills.
  • Must hold strong attention to detail, ability to multi-task and manage multiple priorities and deadlines.
  • Contributes to a professional environment, works well with team members and remains client focused
Should you meet minimum position requirements, please apply now.  A member of our recruitment team will contact you directly.
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