Retirement Transition Program Manager

U-Haul

Retirement Transition Program Manager at U-Haul, assisting a diverse team with retirement tools and benefits. Conducting workshops, providing guidance on Medicare and Social Security benefits in a corporate setting.

Posted 5/27/2026full-timePhoenix • Arizona • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.
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.

Benefits

Comp & perks

Full Medical coverage
Prescription plans
Dental & Vision Plans
New indoor fitness gym
Gym Reimbursement Program
Registered Dietitian Program
Weight Watchers
Onsite medical clinic for you and your family
Career stability
Opportunities for advancement
Valuable on-the-job training
Tuition reimbursement program
Free online courses for personal and professional development at U-Haul University®
Business and travel insurance
You Matter Employee Assistance Program
Paid holidays, vacation, and sick days
Employee Stock Ownership Plan (ESOP)
401(k) Savings Plan
Life insurance
Critical Illness/Group Accident
24-hour physician available for kids
MetLaw Legal program
MetLife auto and home insurance
Mindset App Program
Discounts on cell phone plans, hotels, and more
LifeLock Identity Theft
Savvy consumer wellness programs - from health care tips to financial wellness
Dave Ramsey’s SmartDollar Program
U-Haul Federal Credit Union Wellness Program

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

program managementMedicare knowledgeSocial Security knowledgebudgeting knowledgerecordkeepingadministrative work

Soft Skills

professional decorumtrustworthinessexcellent communicationcompassion for peopleorganized self-starterproblem solvingcuriositystrong work ethiccollaborativepublic speaking