Remote Retirement Benefits Specialist

Five Star; Greensboro (NC); À distance; USD 17 000 - 24 000; Plein temps

Avantages offerts par ce poste

Paid training

Résumé du poste

Five Star is seeking motivated associates to support retirement plan participants with distribution and account inquiries in a fast-paced, customer-focused environment.

This remote role requires strong communication, reliability, and the ability to use multiple systems (Salesforce, Amplify, Excel). Compensation starts at $15 per hour with a nightly/weekend differential; full-time, 40 hours weekly, EST hours.

Qualifications

• Must be 18 years of age.
• Background check as per state and federal laws will be required.
• 1 year of customer service, call center, or office experience preferred.
• Strong verbal and written communication skills.
• Comfortable working with billing and account information.
• Strong attention to detail.
• Ability to navigate multiple computer systems.
• Professional and empathetic approach to customer concerns.
• Reliable attendance and punctuality.
• Ability to work independently and as part of a team.
• Must be comfortable cross training on other accounts.

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

Verbal communication

Written communication

Active listening

Confidentiality

Problem solving

Team collaboration

Multi-system navigation

Reliability

Attention to detail

Outils

Salesforce

Amplify

Microsoft Office

Description du poste

Five Star is seeking motivated associates to support retirement plan participants with distribution and account inquiries in a fast-paced, customer-focused environment.

This remote role requires strong communication, reliability, and the ability to use multiple systems (Salesforce, Amplify, Excel). Compensation starts at $15 per hour with a nightly/weekend differential; full-time, 40 hours weekly, EST hours.