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An established industry player is seeking a Customer Service Representative to provide exceptional service in managing retirement plan inquiries. This fully remote position offers an opportunity to engage with participants, ensuring a seamless experience from start to finish. Ideal candidates will possess strong communication and critical thinking skills, thriving in both independent and collaborative settings. With a focus on delivering proactive support, you'll play a vital role in enhancing participant satisfaction while managing cases efficiently. Join this dynamic team and contribute to a positive participant experience!
* The CSR demonstrates detailed knowledge of the clients' retirement plan provisions, pension, and health benefit enrollment to ensure the maximum level of service is provided on every interaction.
* This position requires critical thinking skills, strong communication skills, the ability to multi-task, and the ability to convey ownership.
* The position requires the ability to work independently and in a team environment.
* Assist participants in a concierge service model, addressing most inquiries end to end.
* Provide high quality, proactive service, ensuring the successful completion of all inbound inquiries in a timely manner, keeping the participant apprised of status throughout the process in a proactive manner.
* Ensure an optimal participant experience in the handling of all inquiries end-to-end.
* Daily management of open cases and new cases, including interaction with employees, conference calls with retirement providers, insurance companies, and/or client services.
* Document and update participant account information in the case management system timely and accurately.
The pay range for this position is $16.50/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be specific to your elections, plan, or program terms. If eligible, benefits may include:
This is a fully remote position.
This position is anticipated to close on May 16, 2025.