Remote Retirement Benefits Specialist

Five Star Solutions; South Dakota; Remote; USD 32.000 - 50.000; Vollzeit

Benefits dieser Stelle

Shift differential

Paid training

Remote work

Full-time

Zusammenfassung

Five Star Solutions is seeking motivated associates to support retirement plan participants with distributions and inquiries in a remote role. You will handle billing/accounts information, document cases in Salesforce, and assist clients across multiple systems while delivering exceptional service.

Ideal candidates have customer service experience, strong communication, and the ability to learn quickly. This full-time position includes paid training and requires a dedicated home office setup.

Qualifikationen

• 1 year minimum in customer service, call center or office roles.
• Comfortable handling billing and account information.
• Able to navigate multiple computer systems and applications.
• Professional, empathetic communication with customers.
• Willing to cross-train on additional accounts as needed.
• Experience with Salesforce case management and documentation.

Aufgaben

• Respond to retirement benefit payment inquiries in a fast-paced service center.
• Document all cases thoroughly in Salesforce case management.
• Create Salesforce tickets for check copies, 1099-Rs, and fund requests.
• Assist with filing, record maintenance, and imaging tasks.
• Provide back-up support for participants/account holders.
• Participate in training sessions to enhance knowledge and skills.

Kenntnisse

Customer service

Call center

Multi-system navigation

Salesforce

Empathy

Communication

Documentation

Problem solving

De-escalation

Attention to detail

Tools

Salesforce

Amplify website

Microsoft Excel

Microsoft Word

Microsoft Outlook

Jobbeschreibung

Five Star Solutions is seeking motivated associates to support retirement plan participants with distributions and inquiries in a remote role. You will handle billing/accounts information, document cases in Salesforce, and assist clients across multiple systems while delivering exceptional service.

Ideal candidates have customer service experience, strong communication, and the ability to learn quickly. This full-time position includes paid training and requires a dedicated home office setup.