Customer Solutions Specialist: Benefits & Support (Hybrid)

Wespath Benefits and Investments; Glenview (IL); Hybrid; USD 52,000 - 64,000; Full time

Benefits offered by this job

Health benefits

Hybrid work

Parental leave

Tuition reimbursement

Retirement match

Financial planning help

Job summary

Wespath Benefits and Investments is seeking a Customer Solutions Specialist in the Customer Service department in the United States. The hybrid role is based in Glenview, IL, with office presence requested on Tuesdays and Wednesdays.

The position focuses on learning retirement benefits and delivering first-call resolutions for participants and associates. The company emphasizes equal opportunity employment, a strong customer-service culture, and a comprehensive benefits package including

Qualifications

• Associate degree or equivalent work experience.
• Passion for serving customers.
• Professional demeanor over the phone.
• Experience learning a complex subject or system.
• Can multi-task while speaking with a customer.
• Proficient with technology and basic Word/Excel; uses multiple systems.

Responsibilities

• Learn multiple, complex benefit plans to provide first call resolution.
• Help participants understand benefits and access self-service tasks.
• Secure accounts before assisting the participant.
• Utilize multiple systems concurrently to support customers.

Skills

Customer focus

Multi-tasking

Tech savvy

Problem solving

Education

Associate degree or equivalent

Tools

CRM systems

Workflow systems

Word

Excel

Job description

Wespath Benefits and Investments is seeking a Customer Solutions Specialist in the Customer Service department in the United States. The hybrid role is based in Glenview, IL, with office presence requested on Tuesdays and Wednesdays.

The position focuses on learning retirement benefits and delivering first-call resolutions for participants and associates. The company emphasizes equal opportunity employment, a strong customer-service culture, and a comprehensive benefits package including