Customer Solutions Specialist - Level 1

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 recognized as a 2026 Chicago’s Best andBrightest Companies to Work For® and a 2026 National Best and BrightestCompanies to Work For®, is seeking a customer-focused individual to join ouraward-winning organization as a Customer Solutions Specialist in our CustomerService department.

Serving The United Methodist Church for over acentury; Wespath and its subsidiaries maintain one of the largest faith-basedpension funds in the world, serving more than 100,000 active and retired clergyand lay employees of the Church.

Wespath is an Equal Opportunity Employer thatis committed to a diverse and inclusive company culture and does notdiscriminate against applicants and employees because of disability, sex, race,gender identity, sexual orientation, religion, national origin, age, veteran status,or any other protected status under the law.

In this hourly position you’ll learn multiple, complexbenefit plans (mostly retirement benefits) to provide first call resolution toparticipants, and their approved associates. Calls can vary from helpingparticipants understand their benefits, get updates on current benefitprocesses, access systems, or complete self-service tasks. You’ll also beresponsible for securing accounts before assisting the participant. Individualswho excel in this role:

• Want to not only know what the correct answer is but why it’s the correct answer.
• Are process oriented.
• Are comfortable utilizing multiple systems at the same time.
• Have a customer service heart.

Compensation and Benefits for theCustomer Solutions Specialist:

• Starting at $58,000.00 annually + an incentive opportunity
• Medical, dental, vision and well-being benefits from our HealthFlex Exchange on day one!
• 8% employer contribution to retirement plan with an additional match up to 2% on day one!
• 17 days of PTO + 12 paid holidays
• Hybrid work environment (office is located in Glenview, IL; Need to be able to be in the office on Tuesdays and Wednesdays, and other days as needed.)
• Free financial planning assistance from EY
• Paid parental leave
• Tuition reimbursement and other development opportunities

#LI-Hybrid #LI-JR1

Minimum Requirements/Qualifications:

• Associate degree or equivalent work experience.
• Has a passion for serving customers.
• Has a consistent positive and professional demeanor over the phone.
• Prior experience learning a complex subject or system and applying the learned information to future situations.
• Can multi-task while working with a customer over the phone.
• Proficient with technology and has basic experience with Word and Excel. Has utilized multiple systems concurrently.

Preferred Requirements/Qualifications:

• 1 year of contact center experience.
• Bachelor’s degree.
• Prior benefits administration customer service experience: preferably with defined benefit, defined contribution or health benefits.
• Prior experience with CRM systems and workflow systems.

Customer Solutions Specialist - Level 1

Location:

United States

Category:

Customer Service

Date Needed by:

12/31/2026

Primary Duties and Responsibilities:

Wespath recognized as a 2026 Chicago’s Best andBrightest Companies to Work For® and a 2026 National Best and BrightestCompanies to Work For®, is seeking a customer-focused individual to join ouraward-winning organization as a Customer Solutions Specialist in our CustomerService department.

Serving The United Methodist Church for over acentury; Wespath and its subsidiaries maintain one of the largest faith-basedpension funds in the world, serving more than 100,000 active and retired clergyand lay employees of the Church.

Wespath is an Equal Opportunity Employer thatis committed to a diverse and inclusive company culture and does notdiscriminate against applicants and employees because of disability, sex, race,gender identity, sexual orientation, religion, national origin, age, veteran status,or any other protected status under the law.

In this hourly position you’ll learn multiple, complexbenefit plans (mostly retirement benefits) to provide first call resolution toparticipants, and their approved associates. Calls can vary from helpingparticipants understand their benefits, get updates on current benefitprocesses, access systems, or complete self-service tasks. You’ll also beresponsible for securing accounts before assisting the participant. Individualswho excel in this role:

• Want to not only know what the correct answer is but why it’s the correct answer.
• Are process oriented.
• Are comfortable utilizing multiple systems at the same time.
• Have a customer service heart.

Compensation and Benefits for theCustomer Solutions Specialist:

• Starting at $58,000.00 annually + an incentive opportunity
• Medical, dental, vision and well-being benefits from our HealthFlex Exchange on day one!
• 8% employer contribution to retirement plan with an additional match up to 2% on day one!
• 17 days of PTO + 12 paid holidays
• Hybrid work environment (office is located in Glenview, IL; Need to be able to be in the office on Tuesdays and Wednesdays, and other days as needed.)
• Free financial planning assistance from EY
• Paid parental leave
• Tuition reimbursement and other development opportunities

#LI-Hybrid #LI-JR1

Wespath is an Equal Opportunity Employer and does not discriminate in hiring.