[Hiring] Client Liaison, Enrollments @Compass Retirement Consulting Group/Compass 360, LLC

Role Description

The Enrollment Liaison will serve as the primary point of contact, both internally and externally, for 3(16) enrollment services. They must determine newly eligible participants and ensure all enrollment mailings are sent timely each entry date. This position is required to use email and handle inbound and outbound phone calls, collaborating internally with other teams to address plan sponsor, participant, advisor, and vendor service needs. This will require effective verbal and written communication skills, someone who enjoys data analysis and has a strong attention to detail.

• Meet Compass Service Agreement standards when interacting with plan sponsors, participants, advisors, and vendors, including addressing inquiries efficiently, professionally, and accurately.
• Respond to plan sponsor, participant, advisor, and vendor emails and calls within 24 hours.
• Oversee the enrollment process for all plans which Compass tracks eligibility and distributes enrollment materials.
• Use Verify system to determine newly eligible participants for each entry date for select plans.
• Create a list of newly eligible participants for each entry date.
• Maintain current enrollment documentation on Verify and Compass Docs system.
• Execute electronic enrollment notice delivery for applicable plans and participants.
• Prepare and send paper mailings via external mailing vendor, as applicable.
• Train new members of the outsourced team on enrollment processes and new assignments from onboarding.
• Maintain email templates in Verify system for electronic delivery.
• Assist in the disbursement process of other participant communications including annual notices, blackout notices, fee disclosures, QDIA Notices, Safe Harbor Notices, and other custom communications as requested.
• Enter billing for mailing and other billable tasks timely and accurately.
• Update document amendments, source changes, etc. in Verify system and in other systems as required.
• Maintain accurate records of enrollments, client interactions, and transactions in the appropriate storage locations.
• Protect and secure all confidential data held by Compass to prevent unauthorized access, improper transmission, and/or unapproved disclosure of information.
• Use designated software and tools to complete all assigned tasks, including Verify, FT William, Pension Pro, and Card File.
• Develop SOPs for processes in which you are determined to be a SME, including writing the SOP as well as recording the SOP overview.
• Stay updated on industry trends and changes in benefit regulations.
• Stay informed about Compass business and product offerings to provide informed assistance to plan sponsors and advisors.
• Perform additional job duties/special projects as assigned.

Qualifications

• Strong verbal and written communications skills using clear and grammatically correct language.
• Proven analytical skills and the ability to critically think.
• The ability to problem solve, be pro-active, and demonstrate initiative.
• Strong attention to detail.
• Robust time management and organizational skills with the ability to multi-task required.
• A base knowledge and understanding of retirement plans and payroll processing platforms with the ability and drive to expand that knowledge.
• Ability to work both independently and in a collaborative team environment.
• High School Diploma is required.

Requirements

• Requires the ability to sit at a desk and work on a computer for a prolonged period of time.
• Operate a computer, phone, keyboard, mouse, copier, scanner, postage machine, and other related office equipment.
• Communicate and exchange information to others over phone or video conferencing software.
• See and observe printed or electronic information on computer monitors.
• Communicate and interact cordially and professionally with other staff members.
• Follow all company policies as outlined in the employee handbook.
• Working conditions include a normal indoor office environment.
• Regular work hours should match those hours the clients and other employees are working, which is Monday through Friday in the 7:00am – 6:00pm range.