Sentinel Group Benefits Overview

Process and reconcile contribution and eligibility files for reimbursement plans, initiate ACH funding requests, post participant transactions, generate reports, monitor inbox and CRM requests, and support client inquiries. The role requires strong organization, attention to detail, communication, multitasking, and the ability to learn recordkeeping systems while meeting deadlines in a collaborative financial services environment.

Process and reconcile retirement-plan payroll files, contributions, rollovers, loan payoffs, ACH funding requests, and custodial cash activity. Conduct quality-control reviews, investigate discrepancies, respond to transaction inquiries, maintain accurate records, and meet service deadlines. Collaborate with internal partners, escalate unusual issues, and contribute to process improvements, testing, documentation, and special projects while learning retirement-plan operations and related systems.

Develops new business by wholesaling retirement plan record-keeping and third-party administration services to financial advisors across the Pacific Coast. Builds territories, advisor channels, referral partnerships, and qualified sales pipelines through prospecting and relationship development. Serves as a trusted advisor, qualifies opportunities, presents solutions, and manages long-term client relationships. Requires knowledge of defined contribution and defined benefit plans, ERISA, plan design, CRM tools, and strong communication skills.