Remote Retirement Services Specialist

Five Star Solutions; Sheboygan (WI); A distancia; USD 17.000 - 24.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid training

Remote-friendly schedule

Descripción de la vacante

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries in a fast-paced, customer-focused environment. This remote role is open to residents across multiple states and emphasizes delivering exceptional service.

You will handle inbound calls, emails, and case inquiries using Salesforce and other tools, documenting interactions accurately.

Formación

• Must be 18 years of age.
• 1 year previous customer service, call center, or office experience preferred.
• Strong verbal and written communication skills.
• Comfortable working with billing and account information.
• Reliable attendance and punctuality.
• Ability to navigate multiple computer systems.
• Professional and empathetic approach to customer concerns.

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.

Conocimientos

Customer service

Verbal communication

Written communication

Attention to detail

Problem solving

Team player

Confidentiality

Herramientas

Salesforce

Amplify

Excel

Word

Descripción del empleo

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries in a fast-paced, customer-focused environment. This remote role is open to residents across multiple states and emphasizes delivering exceptional service.

You will handle inbound calls, emails, and case inquiries using Salesforce and other tools, documenting interactions accurately.