Remote Retirement Benefits Specialist

Five Star Solutions; Sioux Falls (SD); Remoto; USD 17.000 - 24.000; Tempo pieno

Descrizione del lavoro

Five Star Solutions is seeking motivated associates to support retirement plan participants with their distribution and account inquiries. This remote role offers a fast-paced, customer-focused environment and requires strong communication skills, detail orientation, and the ability to work independently as well as part of a team.

Prior customer service or call center experience is preferred. You will handle inbound calls, emails, and voicemails, document cases in Salesforce, use Amplify, Excel,

Competenze

• Must be 18 years of age.
• 1 year of customer service or call center experience preferred.
• Strong verbal and written communication skills.
• Able to navigate multiple computer systems.
• Reliable attendance and punctuality.
• Comfortable working with billing and account information.
• Ability to work independently and as part of a team.

Mansioni

• 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 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
• Perform other duties as assigned

Conoscenze

Customer service

Communication

Attention to detail

Teamwork

Problem solving

Adaptability

Cross-training

Salesforce

Strumenti

Salesforce

Amplify

Excel

Word

Descrizione del lavoro

Five Star Solutions is seeking motivated associates to support retirement plan participants with their distribution and account inquiries. This remote role offers a fast-paced, customer-focused environment and requires strong communication skills, detail orientation, and the ability to work independently as well as part of a team.

Prior customer service or call center experience is preferred. You will handle inbound calls, emails, and voicemails, document cases in Salesforce, use Amplify, Excel,