Financial Wellness Coordinator

Kansas City - University of Kansas Hospital, Kansas, United States of America

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture,
you belong here.

The Financial Wellness Coordinator operates onsite at an assigned client to communicate and supports financial wellness services, serving as the retirement-plan expert. Responsibilities include confident employee-facing communication, presentation ability, and adaptability across locations and duties. This role operates effectively in a small team.

At BCInsourcing, we believe our people are our greatest strength. We strive to hire individuals from diverse backgrounds because different perspectives make us stronger, more innovative, and better equipped to serve others. If you are passionate about helping people and enjoy being part of a dynamic, team-oriented environment, you’ll feel right at home here.

BCInsourcing, a Lockton Company, is one of the nation’s leading benefit communication firms. Headquartered in Kansas City, we deliver customized benefit communication and administrative services to employees across the United States, partnering closely with our clients’ HR departments to support both organizations and their employees.

Location:
The University of Kansas Health System. This position is hybrid. The days onsite will vary week to week.

ESSENTIAL FUNCTIONS

• Client Services:
  Serves as an ambassador and retirement-plan expert to the assigned client(s) by cultivating effective business relationships and maintaining rapport with all case partners and client’s employees; serves as an administrator following the client’s financial wellness and retirement process while supporting the client HR team, employees and benefit carriers.
• Financial Wellness and Retirement Acumen:
  Develops a detailed understanding and in-depth working knowledge of the client’s financial wellness and retirement plans, including the 401(a), 457(b), 529, HSA, FSA, and other employer offerings such as Purchasing Power and Identity Theft coverage.
• Communication Services:
  Creates an approachable group facing environment to engage and educate employees about their financial wellness and retirement offerings; participates in developing communication strategies to achieve the client’s goals in their changing environment while using professional verbal and interpersonal communication and active listening skills in order to effectively educate employees and interact with client partners. Responsible for presenting financial wellness programs, resources, and retirement plan offerings to a client employee audience.
• Benefit Services:
  Completes various retirement and financial wellness-related services; based on client needs, duties may include (but are not limited to) the auditing and reporting of plan data, support of 401(a) and 457(b) distributions, deferrals, and matches; billing administration; special projects related to retirement and financial wellness.
• Attendance:
  Regular attendance is required. Hours may fluctuate during open enrollment periods and special projects in order to meet the needs of the client, including preannounced extended work hours, evenings, and/or weekends.
• Performs all other tasks as assigned

REQUIRED EDUCATION AND EXPERIENCE

• High School Diploma/GED equivalent or related work experience equivalency
• Former experience and demonstrated expertise of…