Remote Retirement Benefits Specialist

Five Star Solutions; Missouri; Remote; USD 21,000 - 29,000; Full time

Job summary

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries in a remote, customer-focused environment. The role fits candidates with a finance or retirement services background who excel in service delivery.

Applicants should have at least 1 year of customer service or call center experience, be comfortable with billing, navigate multiple systems including Salesforce, and communicate clearly and empathetically.

Qualifications

• 1 year Previous customer service, call center, or office experience preferred
• Must be comfortable cross training on other accounts
• Comfortable working with billing and account information
• Ability to navigate multiple computer systems
• Professional and empathetic approach to customer concerns
• Strong customer service skills with professionalism and empathy
• Clear, concise, and professional telephone and written communication skills
• Ability to instill customer confidence in Client's products and services while de-escalating challenging calls
• Quick learner, able to navigate between proprietary and commercial systems to support benefit-related data and websites
• Attention to detail when documenting in case management systems
• Capacity to identify process failures and recommend improvements
• Proficiency in Salesforce (or other CRM), Microsoft Office (Excel, Word, Outlook)

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
• 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

Skills

Customer service

Communication skills

Attention to detail

Empathy

Adaptability

Learning ability

Tools

Salesforce

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries in a remote, customer-focused environment. The role fits candidates with a finance or retirement services background who excel in service delivery.

Applicants should have at least 1 year of customer service or call center experience, be comfortable with billing, navigate multiple systems including Salesforce, and communicate clearly and empathetically.