Retirement Transition Program Manager

U-Haul International is seeking a goal-oriented individual to join an enthusiastic, high-energy, problem-solving team in assisting our internal team members as they transition to retirement. Candidate should have a passion for educating a diverse team member population about their retirement tools and benefits., + Effectively and accurately administer the retiree health reimbursement benefit and life policies.

• Provide in-depth guidance on Medicare and Social Security benefits.

• Work with SmartDollar team and assist team members on personal finance budget & retirement planning.

• Handle inbound/outbound calls and e-mails.

• Produce and present webinars, educational courses, video presentations and other benefit marketing materials.

• Conduct in-person presentations and provide one-on-one, private personalized coaching to those planning retirement or struggling with debt.

• Maintain knowledge of company benefits, including Medical, Financial Wellness, 401(k) and ESOP, and understand how these benefits coordinate with Medicare and Social Security.

• Perform cross functional tasks in a highly dynamic environment.

• Coordinate and collaborate with other team members and departments.

• Perform both complex and routine administrative work in a timely manner.

• Maintain high accuracy on recordkeeping and organization.

• Maintain high levels of confidentiality and integrity.

• Provide backup support to other Financial Wellness programs.

• Other related tasks that may be assigned.

• Professional decorum and trustworthiness.

• Proven success on program management.

• A keen understanding of Medicare and Social Security benefits.

• Approachable, humble, and can-do attitude.

• Excellent written and verbal communication.

• A genuine compassion for people and financial wellness.

• Organized self-starter, innovative and creative.

• Ability to thrive in an independent work environment with minimal monitoring.

• Adoration for problem solving.

• Curiosity and willingness to learn and explore new ideas.

• A strong work ethic.

• The ability to work in a collaborative team environment, but also work independently.

• Enjoyment of a corporate office environment.

• Accuracy oriented mindset and ability to follow directions.

• Comfortable with public speaking and video recording.

• Strong computer skills and ability to use software such as Word, Excel, PowerPoint, and Outlook.

• Ability to be punctual to a work schedule and routine tasks.

• Ability and willingness to work overtime, when needed.

Preferred Qualifications:

• Possess Social Security, Medicare and Budgeting knowledge, or willing and capable to learn and become the topic expert.

• At least 3 years of related industry experience - Investment, Insurance, Retirement, or Human Resources.

• Expected to work everyday in the office Monday through Friday during regular business hours, at the Corporate Headquarters in Phoenix, Arizona.

U-Haul Holding Company, and its family of companies including U-Haul International, Inc. (“U-Haul”), continually strives to create a culture of health and wellness. Consistent with applicable state law, U-Haul will not hire or re-hire individuals who use nicotine products. The states in which U-Haul will decline to hire nicotine users are: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Pennsylvania, Texas, Utah, Vermont, Virginia, and Washington. U-Haul has observed this hiring practice since February 1, 2020 as part of our commitment to a healthy work environment for our team.