Remote Retirement Benefits Specialist

Five Star; Allentown (Lehigh County); À distance; USD 21 000 - 22 000; Plein temps

Avantages offerts par ce poste

Remote work

Résumé du poste

Five Star in the United States seeks motivated associates to support retirement plan participants with distribution and account inquiries. This is a remote position for residents across several states and offers full-time hours and paid training.

You will handle calls, emails, and case documentation, using Salesforce and Microsoft Office to resolve issues in a fast-paced environment. Ideal candidates have 1 year of customer service, strong communication, and attention to detail.

Qualifications

• Must be 18 years of age.
• A background check applicable with state and federal laws will be required.
• 1 year Previous customer service, call center, or office experience preferred.

Responsabilités

• Handle inbound participant calls, emails, and voicemails with professionalism, providing accurate answers to basic inquiries.
• Resolve client issues, concerns, and inquiries regarding benefit programs and procedures.
• Respond to inquiries related to retirement benefit payment issues in a fast-paced service center environment.
• Conduct web-based training sessions for clients as needed.
• Escalate client or customer issues to supervisors/managers when necessary.
• Utilize multiple applications (Amplify website, Word, Excel, Salesforce) to manage client inquiries and transactions.
• Accurately and thoroughly document all cases in Salesforce case management.
• Promote online reviews when appropriate.
• Create Salesforce tickets for check copies, 1099-Rs, stop/reissue of funds, and related requests.
• Assist with filing, record maintenance, and document imaging.
• Develop a strong understanding of company operations and client needs.
• Participate in scheduled and ad hoc training sessions to enhance knowledge and skills.
• Provide back-up support for participants/account holder.
• Perform other duties as assigned.

Connaissances

Customer service

Call center

Communication skills

Attention to detail

Team collaboration

Conflict de-escalation

Problem solving

Billing and account info

Salesforce

Microsoft Office

Outils

Salesforce

Microsoft Excel

Microsoft Word

Description du poste

Five Star in the United States seeks motivated associates to support retirement plan participants with distribution and account inquiries. This is a remote position for residents across several states and offers full-time hours and paid training.

You will handle calls, emails, and case documentation, using Salesforce and Microsoft Office to resolve issues in a fast-paced environment. Ideal candidates have 1 year of customer service, strong communication, and attention to detail.