Retirement Transition Specialist
U-Haul International is seeking a goal-oriented individual to join an enthusiastic, high-energy, problem-solving team in assisting our internal team members as they transition to retirement. Candidate will provide guidance and educational resources for: Medicare, Social Security, and company-sponsored benefits as they plan for retirement. As the Retirement Transition Specialist, the ideal candidate would have 3-5 years of progressive experience as a Human Resources Specialist and would be capable of learning the specifics of Medicare and Social Security services. Communication and collaboration are key attributes as the Specialist would be engaged with team members, collaborate with other departments (i.e. HR, Compensation, Benefits, etc.) and external third parties. Candidate should have a passion for educating a diverse team member population about their retirement tools and benefits. This Specialist position is based in the Retirement Benefits/Financial Wellness Department of U-Haul International.
Candidates will be expected to work in the office Monday through Friday during regular business hours, at the Headquarters in Phoenix Arizona.
Job responsibilities:
- Effectively and accurately administer the retiree health reimbursement benefit and life policies.
- Provide in-depth guidance on Medicare and Social Security benefits.
- Handle inbound/outbound calls and e-mails.
- Produce and present webinars, educational courses, video presentations and other benefit marketing materials.
- Conduct in-person presentations and provide one-on-one, private personalized coaching to those planning retirement.
- Maintain knowledge of company benefits, including Medical, Financial Wellness, 401(k) and ESOP, and understand how these benefits coordinate with Medicare and Social Security.
- Perform cross functional tasks in a highly dynamic environment.
- Coordinate and collaborate with other team members and departments.
- Perform both complex and routine administrative work in a timely manner.
- Maintain high accuracy on recordkeeping and organization.
- Offer ideas to continually improve the Retirement Lifestyle Planning Program.
- Maintain high levels of confidentiality and integrity.
- Provide backup support to other Financial Wellness programs.
- Other related tasks that may be assigned.
Ideal candidates will possess the following qualities:
- Professional decorum and trustworthiness.
- A keen understanding of Medicare and Social Security benefits.
- Approachable, humble, and can-do attitude.
- Excellent written and verbal communication.
- A genuine compassion for people and financial wellness.
- Organized self-starter, innovative and creative.
- Ability to thrive in an independent work environment with minimal monitoring.
- Adoration for problem solving.
- Curiosity and willingness to learn and explore new ideas.
- A strong work ethic.
- The ability to work in a collaborative team environment, but also work independently.
- Enjoyment of a corporate office environment.
- Accuracy oriented mindset and ability to follow directions.
- Comfortable with public speaking and video recording.
- Strong computer skills and ability to use software such as Word, Excel, PowerPoint, and Outlook.
- Ability to be punctual to a work schedule and routine tasks.
- Ability and willingness to work overtime, when needed.
Preferred Requirements:
- Bachelor’s or Associate’s degree, or 3-5 years of experience in HR/insurance related industry.
U-Haul Offers:
- Full Medical coverage
- Prescription plans
- Dental & Vision Plans
- New indoor fitness gym
- Gym Reimbursement Program
- Registered Dietitian Program
- Weight Watchers
- Onsite medical clinic for you and your family
- Career stability
- Opportunities for advancement
- Valuable on-the-job training
- Tuition reimbursement program
- Free online courses for personal and professional development at U-Haul University®
- Business and travel insurance
- You Matter Employee Assistance Program
- Paid holidays, vacation, and sick days
- Employee Stock Ownership Plan (ESOP)
- 401(k) Savings Plan
- Life insurance
- Critical Illness/Group Accident
- 24-hour physician available for kids
- Dave Ramsey’s SmartDollar Program
- Savvy consumer wellness programs - from health care tips to financial wellness
- Wellness Program
- MetLaw Legal program
- MetLife auto and home insurance
- Mindset App Program
- Discounts on cell phone plans, hotels, and more
- LifeLock Identity Theft
- U-Haul Federal Credit Union
U-Haul is an equal opportunity employer. All applications for employment will be considered without regard to race, color, religion, sex, national origin, physical or mental disability, veteran status, or any other basis protected by applicable federal, provincial, state, or local law. Individual accommodations are available on requests for applicants taking part in all aspects of the selection process. Information obtained during this process will only be shared on a need to know basis.