Associate, Retirement Plan Distributions

Associate, Retirement Plan Distributions

NRECA is a unique national trade association providing advocacy, financial services, and business support services to over 900 consumer owned electric cooperatives across the country. NRECA employees are united by our mission, inclusive culture, collaborative workplace, and commitment to service excellence. As a "best place to work" employer, we operate with integrity, transparency, and a spirit of innovation.

NRECA offers an outstanding benefits package which includes Medical, Dental, and Vision insurance, a matching 401K, educational assistance, professional development opportunities, wellness programs, employee recognition events as well as a pension plan plus much more! This position also offers employees a hybrid work schedule with 2 days in the office and 3 days from home M-F, 8:15 a.m. - 5:00 p.m. and occasional Saturdays.

Insurance & Financial Services Department Summary

Are you ready to be part of a dynamic, inclusive, and mission-driven insurance and financial services team? At NRECA, we cultivate and reward a commitment to delivering service excellence to our members every day. Our culture emphasizes a strong sense of diversity, integrity and belonging, driven by our core values of collaboration, communication, creative problem solving, and accountability.

The work we do to develop and administer industry-leading employee benefit plans and services are diverse and intellectually challenging, and the results help improve the quality of life for hard working Americans across the country. If you are motivated by mission and values, as well as competitive pay and outstanding benefits, then this is the place for you.

Position Summary

We are searching for an entry level Associate who has great telephone customer service experience, preferably in a retirement benefits or financial services environment and/or call center and wants to take care of our members and their retirement plan needs. We need someone to take phone calls and respond to emails about the member's retirement plan forms, perform light processing of retirement distributions, and has a strong desire to learn more about retirement plans, practices, procedures, and business systems.

FLSA status: Non-Exempt

Required Experience, Knowledge, Skills, and Abilities

• One-year telephone customer service experience in the financial services industry.

• Experience answering telephone calls and email requests using excellent telephone customer service skills.

• Excellent communication skills (verbal & written).

• Ability to effectively multi-task while taking member calls.

• Ability to effectively interact with others and work in a team environment.

• Ability to learn new processes and systems.

• Must be able to work 8:15 - 5:00 p.m. on a hybrid work schedule (2 days in the office, 3 days at home). 100% remote work isn't an option.

Preferred Qualifications

• Associate degree in business; finance, or accounting, preferred.

• One year experience in a pension plan administration work environment.

• Experience processing retirement distributions. (401(k) plan, defined pension plan, Ira's, annuities)

• Knowledge of retirement plan options (i.e. 401(k) plan, defined pension plan, Ira's, annuities)

Essential Physical Requirements

• The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal and extensive reading.

• This job is sedentary work, and the worker sits most of the time; therefore, the job is rated for light work.

Disclaimer Statement: The preceding job description has been written to reflect management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned.

Additional Requirement:

The preceding job description has been written to reflect management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

NRECA is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please e-mail humanresources@nreca.coop or call: 703-907-5992 - NRECA Arlington Human Resources. Please call 402-483-9275 - NRECA Lincoln Human Resources, for Lincoln, NE employment opportunities. We will make a determination on your request for reasonable accommodation on a case-by-case basis.

The U.S. Equal Employment Opportunity Commission (EEOC) recently released the 'Know Your Rights' poster, which updates and replaces the previous "EEO is the Law" poster and "EEO Is the Law Poster Supplement".

Pay Transparency Non-Discrimination. NRECA will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay. Please see the Pay Transparency Nondiscrimination Provision for more information.

E-Verify. As a Federal Contractor, NRECA is required to participate in the E-Verify Program to confirm eligibility to work in the United States. For information please click on the following link: E-Verify.

For more information about life at NRECA please visit www.Electric.coop.