Remote Retirement Benefits Specialist

Five Star Solutions; West Virginia; Remote; USD 22,000 - 28,000; Full time

Benefits offered by this job

Paid training

Shift differential

Job summary

Five Star Solutions is seeking motivated associates to support retirement plan participants with their distribution and account inquiries in a remote, customer-focused environment. The role emphasizes delivering exceptional service, using Salesforce and Microsoft Office to manage inquiries, and collaborating across accounts.

We welcome candidates with 1 year of customer service experience, comfort with billing data, and the ability to navigate multiple systems.

Qualifications

• 1 year of customer service, call center, or office experience preferred
• Experience with billing and account information
• Ability to navigate multiple computer systems
• Professional and empathetic approach to customer concerns
• Comfortable cross-training on other accounts
• Respond to inquiries related to retirement benefit payments in a fast-paced center
• Document all cases in Salesforce accurately
• Proficient in Salesforce, Word, Excel, and Outlook
• Provide back-up support for participants/accounts

Responsibilities

• Respond to participant inquiries about retirement benefits
• Document cases in Salesforce case management
• Navigate Amplify, Word, Excel, and Salesforce to manage inquiries
• Escalate issues to supervisors when needed
• Participate in training sessions
• Provide back-up support for participants

Skills

Customer service

Call center

Systems navigation

Empathy

Cross-training

Communication

Salesforce

Microsoft Office

Documentation

Data entry

Attention to detail

Tools

Salesforce

Amplify

Microsoft Word

Microsoft Excel

Outlook

Job description

Five Star Solutions is seeking motivated associates to support retirement plan participants with their distribution and account inquiries in a remote, customer-focused environment. The role emphasizes delivering exceptional service, using Salesforce and Microsoft Office to manage inquiries, and collaborating across accounts.

We welcome candidates with 1 year of customer service experience, comfort with billing data, and the ability to navigate multiple systems.