Retirement Services Specialist (Hybrid)

Banner Life; Frederick, Northern (MD, KY); Hybrid; USD 45,000 - 55,000; Full time

Benefits offered by this job

Health benefits

401(k) with company match

Hybrid work arrangements

Vacation and sick days

Tuition reimbursement

Parental leave

Job summary

Banner Life Insurance Company in Frederick, Maryland, is seeking a customer service professional to support our Retirement division. You will handle incoming calls, assist customers with benefits and direct deposits, and research inquiries to resolve issues.

The role requires 2+ years in customer service, familiarity with pensions and annuities, and strong communication. We offer hybrid work, comprehensive benefits, and opportunities for growth.

Qualifications

• High School Diploma or equivalent work experience.
• 2+ years’ experience in a customer service/administrative position.
• Call Center / Customer Service experience preferred.
• Understanding of pensions and annuities.
• Ability to work independently in a team environment.

Responsibilities

• Handle incoming client calls and assist with webpage navigation.
• Review and process incoming mail and missing annuitants.
• Research benefit payment inquiries and set up direct deposits.
• Process death reports, address changes, and tax withholding changes.
• Provide year-end tax form information and support.
• Monitor mail and task activity daily.
• Respond to customer inquiries in a timely manner.

Skills

Customer service

Call center

Microsoft Office

Communication skills

Problem-solving

Education

High School Diploma

Tools

Microsoft Office Suite

Job description

Banner Life Insurance Company in Frederick, Maryland, is seeking a customer service professional to support our Retirement division. You will handle incoming calls, assist customers with benefits and direct deposits, and research inquiries to resolve issues.

The role requires 2+ years in customer service, familiarity with pensions and annuities, and strong communication. We offer hybrid work, comprehensive benefits, and opportunities for growth.