Remote Retirement Benefits Specialist

Five Star Solutions; Oklahoma City (OK); Remote; USD 19,000 - 28,000; Full time

Benefits offered by this job

Equipment Provided

Paid Training

Shift differential

Job summary

Five Star Solutions is seeking motivated associates to support retirement plan participants with their distributions and account inquiries in a remote-capable service center. The role emphasizes delivering exceptional customer service in a fast-paced environment, ideal for candidates with a finance or retirement services background and a customer-first mindset.

Responsibilities include handling inquiries, documenting cases in Salesforce, participating in training, and supporting participants.

Qualifications

• 1 year of customer service, call center, or office experience.
• Comfortable with billing and account information.
• Ability to navigate multiple computer systems.
• Professional and empathetic approach to customer concerns.
• Must be comfortable cross training on other accounts.

Responsibilities

• Respond to inquiries related to retirement benefit payments in a fast-paced service center.
• 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

Billing knowledge

Multi-system navigation

Empathetic service

Cross-training ability

Salesforce proficiency

Tools

Salesforce

Excel

Word

Outlook

Job description

Five Star Solutions is seeking motivated associates to support retirement plan participants with their distributions and account inquiries in a remote-capable service center. The role emphasizes delivering exceptional customer service in a fast-paced environment, ideal for candidates with a finance or retirement services background and a customer-first mindset.

Responsibilities include handling inquiries, documenting cases in Salesforce, participating in training, and supporting participants.