At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.
Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition
Job Purpose:
Brief and in a few sentences statement of the reason the job exists.
This position under the general direction of the Operations Management and workflow direction of the department manager, performs advanced technical duties including in-depth review of their specific area of retirement. Additionally, the individual will interact with internal clients and our vendors both verbally and in writing to execute processes and deliver a customer experience in line with TruStage Retirement Solutions expectations. The individual must be able to work independently within a team environment. The incumbent is also expected to possess a thorough working knowledge of their areas of retirement.
Job Responsibilities:
- Process workflow tasks as assigned and ensure they meet all standards for SLAs and accuracy.
- Document all communications to the appropriate contact records management tools.
- Under general supervision, follow established procedures and practices
- Escalate all issues to proper channels.
- Develop, update and maintain procedure documentation in accordance with corporate standards, including the development and delivery of training and identification and mitigation of issues and escalations.
The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.
Job Requirements:
- Associate’s degree in business or related field equivalent work experience.
- 2-4 years of experience in the financial services industry.
- Strong problem-solving and analytical skills and demonstrated ability to interpret detailed technical information.
- Excellent communication skills, ability to influence others and the ability to interact with individuals at all levels.
- Excellent customer service skills.
- Excellent organizational skills and ability to work independently with little direction.
- Demonstrated advanced knowledge of Microsoft Office applications, particularly Excel.
- Solid understanding of TruStage administrative systems and customer transaction flow.
- Preference for prior knowledge of EXPAG, Omni Admin, and Salesforce.
- Demonstrated ability to train others formally and informally.
Critical Skills:
- Problem-solving time and management.
- Working independently.
- Proficiency in Excel and Word is essential are crucial for the role.
#LI-Remote
#LI-CM
If you’re ready to help make a difference, apply today. Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.
Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.
Base Salary Range:
$50,000.00 - $75,000.00
At TruStageTM, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.
Accommodation request
TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.
Top Skills
What We Do
We believe a brighter financial future should be accessible to everyone. Built on the principle of “people helping people,” CUNA Mutual Group is a financially strong insurance, investment and financial services company. Through our company culture, community engagement, and products and solutions, we are working to create a more equitable financial system that helps to improve the lives of those we serve and our society.
In 2020, the CUNA Mutual Group Foundation donated $3.8 million dollars to support more than 80 community partners and organizations, including several credit union foundations.
.png)
.png)
.JPG)
_2.png)
