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Plan Sponsor Associate at Mutual of America Life Insurance Company in Salt Lake City, Utah

Posted in Management 30+ days ago.

Type: Full-Time





Job Description:

Mutual of America


Job Title: Plan Sponsor Associate


Location: Salt Lake City, UT


Who We Are:


Mutual of America Financial Group ("Mutual of America") has specialized in providing retirement plan products and services to small and mid-sized corporations and non-profit organizations since 1945. Utilizing local offices with non-commissioned sales representatives, they offer a wide variety of retirement savings plans and services, including 401(k), 403(b), and 457(b) deferred compensation plans.  Mutual of America also provides investment vehicles to individuals for their retirement and other long-term financial needs.


Division: Marketing / Centralized Service Center


The Western and Mid-Western Regional offices will have a centralized service center which will be based out of Phoenix, AZ. This team of individuals will support the regional sales offices across these two territories and manage the ongoing relationships with our clients, supporting and processing their requests.


Responsibilities:


The Plan Sponsor Associate position will focus on engaging, building and strengthening their region’s current clients.



  1. Handle routine client calls and mail. Prepare appropriate responses and enter information into database

  2. Assist the regional CRMs with materials and reports, such as Nondiscrimination Test results, 5500 filings, audit packages etc.

  3. Assist clients and regional CRM’s with remittance inquiries

  4. Perform research to resolve inquiries and problems and other duties assigned


Required Qualifications:



  1. Excellent business writing, presentation, and phone skills

  2. Client relationship management experience

  3. Ability to handle pressure, prioritize, and multitask during a business day

  4. Ability to work flexible hours


Preferred Qualifications:



  1. Bachelor’s Degree preferred


We offer a base salary and bonus potential in addition to outstanding benefits (which start on your first day of employment), including a comprehensive health plan, 401(k) with company match, life insurance, vacation days and paid holidays.  


Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook: @mutualofamerica


Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.

Service Employee





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