Remote Retirement Benefits Specialist

Five Star Solutions; Oklahoma; A distancia; USD 19.000 - 28.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid training

Remote work

Descripción de la vacante

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

As part of a fast-paced team, you will use Salesforce, Excel, and Word to manage inquiries, document cases, and provide back-up support to participants. Training is provided, and a shift differential applies for nights and weekends where offered.

Formación

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

Responsabilidades

• 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.
• 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)

Conocimientos

Customer service

Billing info

Multi-system navigation

Empathetic communication

Herramientas

Salesforce

Microsoft Office

Descripción del empleo

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

As part of a fast-paced team, you will use Salesforce, Excel, and Word to manage inquiries, document cases, and provide back-up support to participants. Training is provided, and a shift differential applies for nights and weekends where offered.