Retirement & ERISA Specialist (PST)

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. 

Nearly half of all working Americans are not saving enough for their future. Too often it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.

We’re a high-growth tech company changing the retirement industry. We’ve raised $500M and are backed by leading investors. Most recently, by funding from BlackRock as well as many other top investors: TPG (The Rise Fund) with SoftBank led our Series D, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and others.

What you get to do every day

• Review pricing information from other costly 401(k) providers in order to provide a competitive comparison for new business
• Track product request and develop input to contribute to the increasing technology service that Human interest provides to clients
• Provide educational and insights on various Revenue team meetings
• Manage a high volume of inbound sales team and implementation team inquiries, over the phone and through email
• Work with Manager to review process and procedures to optimize team performance 
• Work cross-functionally with internal and external partners to answer client inquiries on plan design and product support

What you will accomplish

• Drive and bridge client relationships to the implementation stage and sometimes ongoing
• Identify common issues and trends, driving process improvements to solve them permanently
• Service a geographically diverse client base
• Work in a fast-paced startup environment
• Find solutions for internal team members to assist with the inbound of increasing business

What you bring to the role

Need to have:

• 5+ years of experience in a client-facing role - i.e. customer support or account management
• Prior Defined Contribution industry experience required
• QKA or similar industry designation required
• Passionate about serving clients
• Strong organizational skills; you are able to juggle multiple tasks with varying deadlines and stakeholders without dropping the ball
• Communicate with confidence, professionalism and empathy over the phone and through email
• Remain composed in high-stress situations and convey empathy for our customers and their situation
• Meticulous attention to …