Retirement Specialist

Summary

Join Deel as a Retirement Specialist and become the primary point of contact for clients regarding retirement and benefits administration. You will be responsible for the day-to-day retirement and benefit needs of clients and their employees, conducting benefit orientations, and acting as a liaison between client employees, Deel HR, and vendors. This role requires managing retirement plan information, benefits for a portfolio of clients, and coordinating with various stakeholders to gather necessary information and documentation. You will also lead the annual open enrollment process and ensure high-quality customer service. The position demands strong communication, problem-solving, and organizational skills.

Requirements

• 3-5 years comparable retirement and benefits experience with a client facing focus
• Able to manage multiple priorities in a fast-paced environment

Responsibilities

• Main point of contact for clients with regards to retirement issues
• Responsible for day-to-day retirement and benefit administration and client satisfaction
• Act as primary point of contact to 401k vendors for client questions and retirement plan setup
• Set up and manage retirement plan information in the system, to include clients on the master 401k plan as well as client sponsored retirement plans
• Manage benefits for a small book of clients and manage benefit related inquiries following implementation, to include troubleshooting issues, auditing changes, and providing medical insurance cards
• Coordinate with clients, brokers, and carriers to gather necessary benefit information and documentation; work directly with clients on anything outstanding, setting firm deadlines and expectations
• Conduct virtual Employee Benefit Orientation Meetings
• Own the build out and maintenance of supplemental client facing benefit materials including but not limited to slide decks and benefit orientation/training videos
• Work closely with Benefit Implementation Managers/Specialists on Open Enrolment launch and troubleshooting of enrollment workflows
• Quality control all client set-ups for accuracy
• Assist employees with eligibility and coverage issues and questions
• Act as a liaison between the insurance carriers and employees to ensure resolution of any claim or benefit inquiries
• Lead annual open enrolment process for clients for both master and carveout plans
• Partner with the payroll department; review & confirm changes in deductions/costs from payroll to payroll
• Assist with monthly benefit reconciliation items
• Ensure a high level of customer service delivery by providing timely, accurate, courteous, and appropriate responses to worksite employees, clients, and vendors
• Assist with all other duties and projects as assigned

Preferred Qualifications

• PEO experience preferred
• High comfort level with PrismHR

Benefits

• Stock grant opportunities dependent on your role, employment status and location
• Additional perks and benefits based on your employment status and country
• The flexibility of remote work, including optional WeWork access