Remote Retirement Benefits Specialist

Five Star Solutions

Lorida (FL)

Remote

USD 32,000 - 52,000

Full time

8 days ago

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Benefits offered by this job

Paid Training

Shift differential nights & weekends

Full-time / 40 hours per week

Job summary

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries in a remote, fast-paced service center. This role offers the opportunity to work from home while delivering exceptional customer service.

If you have a background in finance or retirement services and enjoy helping clients, we want to hear from you. This position includes paid training, a full-time schedule of 40 hours per week, and a night/weekend shift

Qualifications

1 year previous customer service, call center, or office experience preferred.
Comfortable working with billing and account information.
Ability to navigate multiple computer systems.
Professional and empathetic approach to customer concerns.

Responsibilities

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.