Retirement Plan Specialist Cover Letter

by Kimberly Sarmiento


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In this cover letter example, the applicant mentions many of the tasks that she was responsible for in her previous positions. This is a good way to approach writing your cover letter if you are applying for an administrative position where your employer will expect you just to get the work done.

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See the corresponding Retirement Plan Specialist resume sample

(Date)

 

(Name of Hiring Manager, Title)
(Name of Company)
(Address)
(City, State, Zip)

 

Dear (Mr. or Ms.) (Last Name),

As a Retirement Plan Specialist, I offer a proven track record of achievement in retirement plan selection and implementation, benefits administration, and employee education. I am also skilled in managing other aspects of human resources, including talent acquisition, employee communications, and relationship development.

Having worked in benefits and retirement planning for seven years, I am adept at helping employees evaluate and select plans best suited to meet their financial and long-term needs. Examples of my work include:

  • Addressed customer service requests for information on retirement benefits, 401Ks/401K alternatives, and trades; processed hundreds of inquiries per month.
  • Cultivated strong relationships while providing education on plan provisions, investment options, retirement savings, and overall financial health; exceeded all sales goals while increasing customer retention.
  • Led administration and compliance of the 125 cafeteria plan, self-funded medical, dental, short-/long-term disability, multiple HMOs, PPO networks, flexible spending accounts, and 401k savings plans, including managing monthly billings, invoices, annual audits, and 5500 preparation.
  • Ensured ERISA compliance (SMM, SPD, and SAR) as well as COBRA, HIPAA, and FMLA compliance.

I believe my experience in this field makes me an ideal candidate for your open position of (Job Title). As such, I am attaching my resume for your review and would like to request a personal meeting to discuss your upcoming goals and how I can help you achieve them. I will make myself available at your convenience and look forward to your call. Thank you for your consideration.

Sincerely,

 

Jane Doe


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