Remote Retirement Benefits Specialist

Five Star Solutions; Oklahoma City (OK); Remote; USD 17,000 - 24,000; Full time

Job summary

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries in a remote role across the United States. The position emphasizes customer service, accuracy, and teamwork within a fast-paced environment.

Candidates with finance or retirement services background and strong communication skills are encouraged to apply. Shifts include 8:00am–8:00pm (EST) with a $1/hour differential for nights and weekends, full-time hours, and

Qualifications

• Must be 18 years of age.
• Bilingual or additional languages not 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.
• Professional and empathetic approach to customer concerns.
• Reliable attendance and punctuality.
• Ability to navigate multiple computer systems.

Responsibilities

• 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 an 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 holders.
• Perform other duties as assigned.

Skills

Customer service

Call center

Verbal and written communication

Attention to detail

Team collaboration

Independent work

Tools

Salesforce

Excel

Word

Outlook

Job description

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries in a remote role across the United States. The position emphasizes customer service, accuracy, and teamwork within a fast-paced environment.

Candidates with finance or retirement services background and strong communication skills are encouraged to apply. Shifts include 8:00am–8:00pm (EST) with a $1/hour differential for nights and weekends, full-time hours, and