Remote Retirement Services Specialist

Five Star Solutions; Utah; Remote; USD 32,000 - 46,000; Full time

Benefits offered by this job

Remote position

Shift differential $1/hr nights & wkds

Paid training

Full-time

Job summary

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries in a remote, customer-focused role. You will handle billing-related questions, navigate several systems, and document cases in Salesforce.

Responsibilities include web-based training, escalation to supervisors, and back-up support. Strong communication, empathy, and quick learning are essential for success in this fast-paced environment.

Qualifications

• 1 year of customer service, call center, or office experience preferred.
• Comfortable working with billing and account information.
• Ability to navigate multiple computer systems.
• Professional and empathetic approach to customer concerns.

Responsibilities

• 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 document all cases in Salesforce case management.
• 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 holders.
• Strong customer service skills with professionalism and empathy.
• Clear, concise, and professional telephone and written communication skills.
• Ability to instill customer confidence in Client's products and services while de-escalating challenging calls.
• Quick learner, able to navigate between proprietary and commercial systems to support benefit-related data and websites.
• Attention to detail when documenting in case management systems.
• Capacity to identify process failures and recommend improvements.

Skills

Customer service

Call center experience

Billing knowledge

Salesforce

Microsoft Office

Communication skills

Empathy

Documentation

Tools

Salesforce

Microsoft Office

Job description

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries in a remote, customer-focused role. You will handle billing-related questions, navigate several systems, and document cases in Salesforce.

Responsibilities include web-based training, escalation to supervisors, and back-up support. Strong communication, empathy, and quick learning are essential for success in this fast-paced environment.