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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong organizational skills and attention to detail while managing retirement benefit accounts and providing support to team members. Proficient in communication and collaboration, with a focus on maintaining confidentiality and professionalism.
Highest-signal resume keywords
Retirement Benefit Plans KnowledgeCustomer Service ExperienceInterpersonal SkillsMicrosoft Office Suite ProficiencyConfidentiality Maintenance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data ProcessingAccount Activity TrackingDocumentationResearch on Data ErrorsRecord Updating
Soft Skills
Effective CommunicationAttention to DetailTeam Player AttitudeCuriosity and Willingness to LearnProfessional Decorum
Tools & Technologies
WordExcelPowerPointOutlook
Industry Keywords
Financial Security Program401(k)ESOPRetirement BenefitsCustomer Service
About the role
Key responsibilities & impact- Work every day in the office, Monday through Friday during regular business hours at the corporate headquarters in Phoenix, Arizona
- Handle inbound and outbound calls and emails
- Administer the Dealer Financial Security Program for retired dealers and the 401(k) and ESOP for U-Haul team members
- Assist team members with retirement benefits needs
- Update records and track account activity
- Perform weekly processing, documentation and research on data errors and activity on company accounts
- Communicate regularly with third-party administrator Fidelity
- Maintain high levels of confidentiality
- Learn and teach others about U-Haul Retirement Benefit Plans
- Provide support to fellow team members regarding retirement benefit accounts
Requirements
What you’ll need- Applicants must be legally authorized to work in the United States and must not require employer sponsorship
- Excellent interpersonal skills and effective written and oral communication
- Experience or desire to learn Word, Excel, PowerPoint and Outlook
- Friendly, patient, approachable, humble and can-do attitude
- Attention to detail and accuracy
- Superior organization skills
- Curiosity and willingness to learn and explore
- Ability to be punctual to a work schedule and routine tasks
- Team player attitude and strong work ethic
- Ability to work collaboratively and independently
- High School Diploma or Equivalent
- Professional decorum and trustworthiness
- Ability and willingness to work overtime when needed
- Desired but not required: 1–2 years of customer-service-related work experience
- Desired but not required: knowledge of retirement benefit plans
- Desired but not required: financial-industry-related experience
- Desired but not required: ability to speak a second language