Associate, Retirement Plan Distributions

National Rural Electric Cooperative Association - Lincoln, NE

Full-time - Entry Level

Remote - Lincoln, NE

501-1,000 employees

About the position

The Associate, Retirement Plan Distributions position at NRECA is an entry-level role focused on providing exceptional customer service to members regarding their retirement plan needs. The role involves handling phone calls and emails, processing retirement distributions, and learning about retirement plans and related business systems. This position is part of a dynamic and inclusive team dedicated to delivering service excellence and improving the quality of life for hardworking Americans.

Responsibilities

• Handle phone calls and respond to emails regarding members' retirement plan needs.
• Process retirement distributions and related paperwork.
• Learn about retirement plans, practices, procedures, and business systems.
• Provide excellent customer service to members.
• Work collaboratively in a team environment.

Requirements

• One year of experience in the retirement plan, insurance, or banking industry.
• Excellent telephone customer service skills.
• Strong verbal and written communication skills.
• Ability to multi-task effectively while taking member calls.
• Ability to learn new processes and systems.

Nice-to-haves

• Associate degree in business, finance, or accounting.
• Experience processing retirement distributions.
• Knowledge of defined contribution and defined pension plan administration.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• 401(k) matching
• Pension plan
• Hybrid work schedule (2 days in office, 3 days from home)