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Operations Support Technician-401K

Supports the operational needs of the 401k line of business by processing and/or reviewing client transactions, participating in the setup and maintenance of plans, and responding to customer inquiries and needs. Ensures that plans are compliant and transactions are completed accurately and timely.

What You’ll Do:

As an Operations Support Technician – 401K associate you will…

  • Process transactions and facilitates plan/customer data management validating client data and funding while maintaining and creating participant census data.

  • Respond to questions from customers, producers, and supporting units.

  • Prepares, maintains, reviews, and analyzes plan documents and electronic records ensuring that each customer plan administration is compliant according to the plan document.

  • Collaborates with other 401K units to meet client needs while providing sales support from point of sale to ongoing plan administration.

  • Supports operations and service teams with quality audits, system testing, and document internal procedures as well as assisting with onboarding and informal training for new associates.

What it Takes:

  • High school Diploma or equivalent work experience

  • Excellent verbal and written communications skills

  • Ability to work independently and perform duties with a high level of accuracy

  • Time management and ability to work within specific time limitations is critical.

  • Ability to perform basic research and analysis to solve discrepancies is required.

What You'll Receive:

At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you’ll receive.

  •  Sentry is happy to offer flexibility through a scheduled Hybrid work model. Monday and Friday work from home if you choose to, Tuesday through Thursday you’ll work in office.
  • As a Sentry associate, you will have an in-office workspace and materials for your home office. In addition to the laptop, you will receive prior to your start, Sentry will provide equipment for your home office. 

  • Meal Subsidy available for associates who report to an office.

  • 401(K) plan with a dollar-for-dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future.

  • Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement program

  • Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time off

  • Group Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits to encourage a healthy lifestyle.

  • Well-being and Employee Assistance programs

  • Sentry Foundation gift matching program to encourage charitable giving.

About Sentry

We take great pride in making Forbes’ list of America’s Best Midsize Employers. A lot of different factors go into that honor, many of which contribute to your job satisfaction.

Our bright future is built on a long track record of success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us, we’re one of the largest and financially strongest mutual insurance companies in the United States. We’re rated A+ by A.M. Best, the industry's leading rating authority.

Our headquarters is in Stevens Point, Wisconsin, with offices located throughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth.

Get ready to own your future at Sentry. Opportunities await!

Who You’ll Contact

Talent Acquisition Specialist

Donna Paschall

Donna.Paschall.2@thegeneral.com

Equal Employment Opportunity

Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.

Average salary estimate

$55000 / YEARLY (est.)
min
max
$50000K
$60000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Operations Support Technician-401K, Sentry

Join Sentry as an Operations Support Technician - 401K, where your skills will make a real difference in our 401K line of business in Stevens Point, Wisconsin. In this dynamic role, you'll be the go-to person for processing and reviewing client transactions, ensuring everything runs seamlessly and compliantly. With your excellent communication skills, you’ll respond to inquiries from customers and producers, making sure everyone feels supported and informed. You will play a vital role in preparing and analyzing plan documents, validating client data, and maintaining accurate participant census data. This attention to detail is critical as we strive to meet our clients' needs with impeccable service. Working closely with other 401K units, you’ll provide sales support from the initial sale to ongoing plan administration. If you’re someone who can manage your time well, solve discrepancies independently, and work with a high level of accuracy, this is the opportunity for you. Plus, enjoy flexible scheduling with a hybrid work model, generous benefits, and a supportive team environment where you can grow your career. Together, we can help you own your future at Sentry!

Frequently Asked Questions (FAQs) for Operations Support Technician-401K Role at Sentry
What are the primary responsibilities of an Operations Support Technician - 401K at Sentry?

As an Operations Support Technician - 401K at Sentry, you’ll be responsible for processing transactions, managing client data, and ensuring compliance of plans. This includes preparing and reviewing plan documents, responding to customer inquiries, and collaborating with sales and service teams to meet client needs.

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What qualifications do I need to apply for the Operations Support Technician - 401K position at Sentry?

To apply for the Operations Support Technician - 401K position at Sentry, you should have at least a high school diploma or equivalent experience. Excellent communication skills, time management, and the ability to solve discrepancies through research and analysis are also required.

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How does Sentry support the professional development of Operations Support Technicians - 401K?

At Sentry, Operations Support Technicians - 401K are encouraged to continue their education and career development through Sentry University and can take advantage of the Tuition Reimbursement program. This commitment empowers associates to grow within their roles and explore new opportunities.

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What benefits can Operations Support Technicians - 401K expect at Sentry?

Operations Support Technicians - 401K at Sentry enjoy a comprehensive benefits package, including a 401(K) plan with matching, flexible work arrangements, generous paid time off, medical, dental, and vision insurance, as well as well-being programs that contribute to a healthy lifestyle.

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What is the work environment like for an Operations Support Technician - 401K at Sentry?

The work environment for Operations Support Technicians - 401K at Sentry is collaborative and supportive, ensuring that associates feel valued. With flexible hybrid work options, a focus on professional development, and a strong team culture, it’s a place where you can thrive.

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Common Interview Questions for Operations Support Technician-401K
Can you describe your experience with processing financial transactions?

When answering this question, highlight specific experiences where you accurately processed financial transactions. Emphasize attention to detail and any relevant tools or software you have used.

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How do you ensure compliance in financial documentation?

Discuss your understanding of compliance regulations and how you verify that documentation meets these standards. Provide examples of methods you use to check for accuracy.

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Describe a time you had to resolve a discrepancy in client data.

Share a specific situation where you found a discrepancy and outline the steps you took to resolve it. Focus on your problem-solving skills and how your actions led to a positive outcome.

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What steps do you take to manage your workload effectively?

Explain your time management strategies, such as prioritizing tasks, using tools to track deadlines, or adapting to changing priorities. Providing specific examples will demonstrate your capability.

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How do you handle customer inquiries or complaints?

Provide examples of your communication skills, showing how you’ve effectively addressed clients' concerns in the past. Stress your ability to listen, empathize, and resolve issues promptly.

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What role have you played in team collaboration in past positions?

Discuss how you contribute to teamwork, whether through clear communication, sharing insights, or encouraging others. Example situations can help illustrate your collaborative spirit.

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How do you stay updated with changes in compliance regulations for 401K plans?

Mention any resources, networks, or training programs you follow to remain informed about compliance updates. This shows your commitment to staying current in the field.

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What is your understanding of participant census data management?

Explain the significance of participant census data in the context of 401K plans, how you ensure its accuracy, and any specific procedures you follow for management.

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Can you share your experience with quality audits in financial operations?

Describe your past experiences with conducting quality audits, emphasizing what you learned from them and how they improved your workflow or compliance adherence.

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Why do you want to work as an Operations Support Technician - 401K at Sentry?

Be genuine in your response; talk about Sentry's commitments to employee development, their strong reputation in the industry, and how this role aligns with your career aspirations.

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As one of the largest and most secure mutual business insurance companies in the nation, we know how important it is to attract—and retain—talented, hardworking individuals. That’s why we offer you opportunities to grow professionally and personal...

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Full-time, hybrid
DATE POSTED
March 29, 2025

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