Remote Retirement Benefits Specialist

Five Star Solutions; Tallahassee (FL); Remote; USD 21,000 - 30,000; 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. This position offers a fast-paced, customer-focused environment and requires a background in finance or retirement services with a strong commitment to customer service.

We are looking for individuals who can handle billing information, navigate multiple systems (Salesforce, Amplify, Excel, Word, Outlook), and communicate with empathy.

Qualifications

• 1 year or more of customer service, call center, or office experience preferred.
• Comfortable working 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 environment.
• Conduct web-based training sessions for clients as needed.
• Escalate client issues to supervisors/managers when necessary.
• Utilize multiple applications (Amplify, Word, Excel, Salesforce) to manage client inquiries and transactions.
• 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 understanding of company operations and client needs.
• Participate in training sessions to enhance knowledge and skills.
• Provide back-up support for participants/account holders.
• Demonstrate strong customer service with professionalism and empathy.
• Communicate clearly by phone and in writing.

Skills

Customer service

Call center

Billing & accounts

Multisystem navigation

Empathy & professionalism

Cross-training

Tools

Salesforce

Amplify website

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries in a remote role. This position offers a fast-paced, customer-focused environment and requires a background in finance or retirement services with a strong commitment to customer service.

We are looking for individuals who can handle billing information, navigate multiple systems (Salesforce, Amplify, Excel, Word, Outlook), and communicate with empathy.