Retirement Support Specialist Hybrid to Remote Growth

Protective; Cincinnati (OH); Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health, dental, vision insurance

401(k) with company match

Paid time off

Job summary

Protective is seeking Retirement Customer Support Specialists to handle calls and emails for retirement contract owners and financial advisors. You will deliver high-quality customer experiences with a managed-money mindset and professional communication.

The role requires learning new systems, documenting requests, and resolving account information efficiently. Training is scheduled, with a Hybrid work setup (in-office 3 days/week, 2 days remote) and growth opportunities.

Qualifications

• Prior customer service or Contact Center experience preferred
• High school diploma/equivalent required
• An associate or bachelor’s degree preferred
• Financial services experience preferred
• Annuity industry knowledge and experience a plus
• Proficiency in Windows-based environment required (Office 365 & Teams)
• Strong client-focused and managed-money mindset required

Responsibilities

• Handle a wide variety of customer issues using technology and critical thinking
• Provide professional, accurate, and responsive contact resolution
• Communicate with financial professionals and customers via phone and email
• Navigate contract information, research products, and communicate effective solutions
• Process allocation change instructions within variable products
• Meet or exceed individual and team metrics

Skills

Customer service

Contact Center

Communication

Decision making

Learning agility

Dependability

Problem solving

Education

High school diploma or equivalent

Associate or bachelor’s degree preferred

Financial services experience

Annuity knowledge a plus

Tools

Office 365

Microsoft Teams

Job description

Protective is seeking Retirement Customer Support Specialists to handle calls and emails for retirement contract owners and financial advisors. You will deliver high-quality customer experiences with a managed-money mindset and professional communication.

The role requires learning new systems, documenting requests, and resolving account information efficiently. Training is scheduled, with a Hybrid work setup (in-office 3 days/week, 2 days remote) and growth opportunities.