Hybrid HR Service Delivery Consultant – Retirement

Posted 2 months ago

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About the role

  • Benefits & Retirement Services Specialist guiding employees through retirement planning and ensuring smooth transitions. Delivering exceptional service and personalized support through multiple touchpoints.

Responsibilities

  • Serve as a trusted resource for employees approaching retirement, providing personalized outreach and guidance through multiple touchpoints (phone, email, scheduled calls).
  • Assist employees in understanding and navigating benefit options, including COBRA, Medicare enrollment, pension elections, and 401(k) rollover processes.
  • Conduct proactive engagement, including pre-retirement check-ins and post-retirement follow-ups, ensuring employees feel supported and informed.
  • Pull and analyze data from HR systems (Workday, ServiceNow) to prepare for consultations and track case progress.
  • Collaborate with HR partners and stakeholders to resolve escalations and ensure compliance with regulatory requirements (ERISA, IRS, DOL, COBRA).
  • Participate in process improvement initiatives, policy development, and best practice implementation for retirement services.
  • Provide guidance to less experienced team members and contribute to building a scalable, high-quality retirement support program.
  • Review, analyze, and consult on basic business, operational, or technical assignments or challenges that require research, evaluation, and selection of alternatives, and exercise independent judgment to guide medium risk deliverables.

Requirements

  • 2+ years of Human Resources operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Experience with benefits administration, compensation, and retirement plan services.
  • Ability to manage multiple priorities, meet deadlines, and work in a fast-paced environment.
  • Proficiency in HR systems such as Workday and HR ServiceNow.
  • Strong customer service skills with the ability to communicate clearly and empathetically across diverse employee populations.
  • Previous experience in a contact center or employee care environment, preferably supporting benefits and retirement inquiries.
  • Familiarity with regulatory requirements (ERISA, IRS, DOL, COBRA) and retirement plan administration.
  • Demonstrated ability to resolve complex inquiries and deliver exceptional service through multiple channels.
  • Process-oriented mindset with strong problem-solving skills and comfort working in gray areas while taking acceptable risks.
  • Ability to engage with employees at all levels, including senior executives, with professionalism and discretion.

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

Job title

HR Service Delivery Consultant – Retirement

Job type

Experience level

JuniorMid level

Salary

$68,000 - $114,000 per year

Degree requirement

Associate's Degree

Tech skills

Location requirements

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