Remote Retirement Plan Support Specialist

Genpact Ltd.; United States; Remote; USD 42.000 - 60.000; Vollzeit

Zusammenfassung

Genpact Ltd. is seeking an experienced retirement services professional to handle calls and chats about retirement plans, eligibility, and plan details. The role includes maintenance tasks, beneficiary updates, and enrollment processing, with a focus on accuracy and regulatory compliance.

Ideal candidates will possess strong customer service, analytical thinking, and adaptability, and must meet the required internet and workspace setup for a reliable work-from-home environment.

Qualifikationen

• Retirement call center experience required.
• Stable internet (25 Mbps+) and quiet WFH workspace.
• Flexibility to work shifts based on call center hours.

Aufgaben

• Handle customer calls and chats about retirement plans, including plan details, investments, contributions, distributions, and rollovers.
• Assist participants with account maintenance, beneficiary updates, and enrollments.
• Explain plan features and investment options and help interpret statements.
• Resolve participant issues promptly and escalate complex cases to seniors.
• Support plan sponsors with administration, contributions, and record-keeping.
• Ensure compliance with IRS, ERISA, and plan documents.
• Address inquiries about contribution limits and eligibility.
• Assist with investment management activities such as fund transfers and rebalancing.
• Communicate with participants and stakeholders to provide updates and maintain client relationships.
• Maintain high client satisfaction and positive relationships.

Kenntnisse

Customer service

Communication skills

Analytical thinking

Adaptability

Proactive thinking

Problem solving

Attention to detail

Ausbildung

Any Graduate

Tools

Excel

Retirement plan systems

Jobbeschreibung

Genpact Ltd. is seeking an experienced retirement services professional to handle calls and chats about retirement plans, eligibility, and plan details. The role includes maintenance tasks, beneficiary updates, and enrollment processing, with a focus on accuracy and regulatory compliance.

Ideal candidates will possess strong customer service, analytical thinking, and adaptability, and must meet the required internet and workspace setup for a reliable work-from-home environment.