Remote Retirement Benefits Support Specialist

Five Star Solutions; Lansing (MI); Remote; USD 19,000 - 25,000; Full time

Benefits offered by this job

Shift differential

Paid training

Job summary

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries in a remote, customer-focused environment. You’ll handle billing data, navigate multiple systems, and document cases in Salesforce while delivering exceptional service.

Ideal candidates have 1+ year of customer service experience, strong communication, empathy, and the ability to learn new tools like Amplify, Word, Excel, and Outlook.

Qualifications

• Minimum 1 year of customer service or call center experience.
• Comfortable handling billing and account information.
• Able to navigate multiple computer systems and applications.
• Professional and empathetic approach to customer concerns.

Responsibilities

• Respond to inquiries related to retirement benefit payment issues in a fast-paced service center environment.
• Document all cases in Salesforce with accuracy and detail.
• Create Salesforce tickets for check copies, 1099-Rs, and related requests.
• Provide back-up support for participants/account holders as needed.
• Participate in training sessions to enhance knowledge and skills.

Skills

Customer service

Billing & account info

Multi-system navigation

Empathy & professionalism

Cross-training readiness

Communication skills

Attention to detail

Problem escalation

CRM familiarity

Tools

Salesforce

Amplify

Word

Excel

Outlook

CRM systems

Job description

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries in a remote, customer-focused environment. You’ll handle billing data, navigate multiple systems, and document cases in Salesforce while delivering exceptional service.

Ideal candidates have 1+ year of customer service experience, strong communication, empathy, and the ability to learn new tools like Amplify, Word, Excel, and Outlook.