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 should have a passion for educating a diverse team member population about their retirement tools and benefits.
Top three “MUST-HAVE” qualities for candidates:
1. Possess Social Security & Medicare knowledge, or willing and capable to learn and become the topic expert.
2. At least 3 years of related industry experience - Investment, Insurance, Retirement, or Human Resources.
3. Expected to work in the office Monday through Friday during regular business hours, at the Corporate 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
Job Type: Full-time
Pay: $45,000.00 - $52,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Weekly day range:
Work setting:
Application Question(s):
- This position is full-time, Monday-Friday, 8-5PM, 100% onsite in the Phoenix, AZ headquarters. Are you able to comply with the onsite requirement?
- Are you currently a nicotine user?
- What are you annual salary expectations?
Work Location: In person