Customer Service Specialist

Apex Systems; Madison (WI); On-site; USD 25,000 - 33,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K with company match

HSA

EAP

Job summary

Everforth Apex Systems is seeking a Remote Customer Service Representative to support participants of retirement plans. The role involves SME knowledge of Operations Products and Processes and serving as a primary client contact for inquiries.

Responsibilities include handling routine requests, coordinating with the Retirement team, and ensuring compliance with regulatory rules. Strong communication and a high school diploma or equivalent are required.

Qualifications

• Strong verbal/written communication skills.
• Associate's degree in Business or equivalent preferred.
• MUST have High School Diploma or GED equivalent.

Responsibilities

• Serve as day-to-day client contact for participants.
• Provide guidance on retirement provisions and client needs.
• Collaborate with Retirement team on complex issues.
• Research and respond to inquiries with accurate information.

Skills

Verbal communication

Written communication

Education

Associate's Degree in Business or equivalent

High School Diploma or GED

Job description

Remote Customer Service Representative

Location: 100% RemoteStart 10/5 - anticipated 6 month contract with potential for extensionPay: $21/hrSchedule: Mon-Fri 8AM-5PM CST

Job Purpose:This position, working with a limited degree of supervision, serves on the Participant Service Center – a call center supporting participants of retirement plans. This position serves as a Subject Matter Expert (SME) on Operations Products, Systems, and Processes.

Job Responsibilities

• Serve as day-to-day client contact for participants, providing guidance and support to participants on retirement provisions and ensuring clients' needs are met.
• Work with other members of the Retirement team on more complex problem resolution.
• Conduct primary and secondary research and collects information to respond to inquiries from customers or other client and advisor requests as needed.
• Processes and makes decisions around service requests and system transactions based on the customer request and in accordance with business and regulatory rulesServe as a product resource for internal departments of the organization

Job Requirements

• Strong verbal/written communication skills
• Associate's Degree in Business or equivalent work experience is preferred
• MUST have High School Diploma or GED equivalent

Benefits

• Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection.
• We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure.
• Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts.
• In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.
• Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach.
• You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [e-mail] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.