Remote Retirement Benefits Specialist

Five Star Solutions; Town of King (WI); Remote; USD 17,000 - 24,000; Full time

Benefits offered by this job

Paid training

Job summary

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries. This remote role requires strong customer service skills and a background in finance or retirement services.

You will handle calls, emails, and inquiries, document cases in Salesforce, and assist with billing and account information. Training is provided, with a shift differential for nights and weekends.

Qualifications

• 18 years of age or older
• Background check as required by law
• 1 year customer service/call center/office experience preferred
• Strong verbal and written communication skills
• Comfortable handling billing and account information
• Strong attention to detail
• Ability to navigate multiple computer systems
• Professional and empathetic approach to customer concerns
• Reliable attendance and punctuality
• Ability to work independently and in a team
• Willing to cross-train on other accounts

Responsibilities

• Handle inbound participant calls, emails, and voicemails with professionalism and accurate basic inquiries
• Resolve client issues related to benefit programs and procedures
• Respond to inquiries about retirement benefit payments in a fast-paced service center
• Conduct web-based training sessions for clients as needed
• Escalate issues to supervisors when necessary
• Use multiple applications (Amplify, Word, Excel, Salesforce) to manage inquiries
• Document all cases in Salesforce accurately
• Promote online reviews when appropriate
• Create Salesforce tickets for checks, 1099-Rs, 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 skills
• Provide back-up support for participants/account holders
• Perform other duties as assigned

Skills

Customer service

Communication

Attention to detail

Multi-system navigation

Salesforce

Microsoft Office

Tools

Amplify website

Salesforce

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. This remote role requires strong customer service skills and a background in finance or retirement services.

You will handle calls, emails, and inquiries, document cases in Salesforce, and assist with billing and account information. Training is provided, with a shift differential for nights and weekends.