Working under the Finance department, the Retirement Benefits Intern will work with the Retirement Benefits team to assist with the search for lost and missing participants in the U-Haul 401(k) Plan and Employee Stock Ownership Plan and ensure that they receive the retirement funds that they are entitled to. The ideal candidate will have strong organizational, communication, and interpersonal skills, as well as some prior experience with Excel.
This role will be entirely in-office at the U-Haul corporate headquarters in Midtown Phoenix, Arizona with an expected schedule of approximately 15 hours per week.
Responsibilities:
Make a high volume of outbound calls to potential missing retirement plan participants
Clearly explain the program and reason for calling to former Team Members and beneficiaries with varying levels of understanding and background knowledge of retirement savings
Use Excel to maintain accurate and complete records of all calls made and the results of each
Handle sensitive information according to strict confidentiality standards
Maintain composure in the rare case of a call recipient being hostile or uncooperative
Send out USPS certified mail and use Excel to accurately track and report responses and results
Skills & Abilities:
Excellent interpersonal and communication skills
Comfortable with making outbound calls and occasionally receiving follow-up communications
High levels of precision and attention to detail
Working knowledge of Microsoft Office software, especially Excel
Self-motivated and able to manage longer-term workloads and goals
Punctual and reliable; able to stick to an agreed upon work schedule
Able to work well and coordinate within a team
Willingness to learn new skills and industry background knowledge
Multi-lingual communication skills (especially Spanish) not necessary but a plus
Candidates currently in high school or college are both welcome to apply
U-Haul is an equal opportunity employer. All applications for employment will be considered without regard to race, color, religion, sex, national origin, physical or mental disability, veteran status, or any other basis protected by applicable federal, provincial, state, or local law. Individual accommodations are available on requests for applicants taking part in all aspects of the selection process. Information obtained during this process will only be shared on a need to know basis.