Remote Retirement Services Specialist

Five Star; Killeen (TX); Teletrabalho; USD 17 000 - 24 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Remote work opportunity

Resumo da oferta

Five Star is seeking motivated associates to support retirement plan participants with distribution and account inquiries. This remote role is in a fast-paced, customer-focused environment, ideal for individuals with a background in finance or retirement services who excel at delivering exceptional customer service.

You will handle inbound calls, emails, and chats, document cases in Salesforce, and use Amplify/Excel.

Qualificações

• Must be 18 years of age.
• A background check applicable with state and federal laws will be required.
• 1 year of previous customer service, call center, or office experience preferred.
• Strong verbal and written communication skills.
• Comfortable working with 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 as part of a team.
• Must be comfortable cross training on other accounts.

Responsabilidades

• Handle inbound participant calls, emails, and voicemails with professionalism, providing accurate answers to basic inquiries.
• Resolve client issues, concerns, and inquiries regarding benefit programs and procedures.
• Respond to inquiries related to retirement benefit payment issues in a fast-paced service center environment.
• Conduct web-based training sessions for clients as needed.
• Escalate client or customer issues to supervisors/managers when necessary.
• Utilize multiple applications (Amplify website, Word, Excel, Salesforce) to manage client inquiries and transactions.
• Accurately and thoroughly 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 a strong understanding of company operations and client needs.
• Participate in scheduled and ad hoc training sessions to enhance knowledge and skills.
• Provide back-up support for participants/account holder.
• Perform other duties as assigned.

Conhecimentos

Customer service

Communication

Empathy

Attention to detail

Teamwork

Reliability

Ferramentas

Salesforce

Microsoft Excel

Microsoft Word

Microsoft Outlook

Descrição da oferta de emprego

Five Star is seeking motivated associates to support retirement plan participants with distribution and account inquiries. This remote role is in a fast-paced, customer-focused environment, ideal for individuals with a background in finance or retirement services who excel at delivering exceptional customer service.

You will handle inbound calls, emails, and chats, document cases in Salesforce, and use Amplify/Excel.