Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
Job Summary: -
Under general supervision, this role is responsible for accurate setup, changes, and performing quality assurance reviews of new plan sales in the recordkeeping system with an emphasis of supporting requests that are more complex in nature.
Primary Duties and Responsibilities: -
Process new plan setup and quality assurance reviews from the queue that include, but not limited to,
establishing information provided from various sources, reviewing the recordkeeping system setup including all rules and indicators using established procedures. Ensure accurate, dependable, and appropriate data entry and information on the recordkeeping system based on the request and source documentation provided within established time standards.
Analyze, accurately process, and review for quality assurance system changes to existing information on the recordkeeping system based on queue requests and source documentation provided and submitted by various internal teams within established time standards
Communicate results and discrepancies, including missing, incomplete, or unclear information or requests to the appropriate individuals for problem solving and clarification
The Senior Rep takes on a mentor role and will assist with training. This can involve training new hires or creating best practices, research topics, or current proce