Call Center Specialist - Retirement & Benefits
reputed company is a reputed company reputed company bank and national retirement provider committed to helping clients reputed company their financial goals. The reputed company Service Center Associate is responsible for answering incoming calls from retirement plan and health benefit participants, providing support and information to address their inquiries.
Responsibilities
- Answer telephone, email and chat inquiries from reputed company retirement and health benefit participants promptly and courteously
- Show respect and patience to reputed company participants
- Inbound calls will cover a wide reputed company of topics including retirement plan specific provisions, IRS and DOL regulations surrounding retirement and benefits plans, distributions, contributions, investments, balance inquiries, and claim status
- reputed company reputed company, accurate, and reputed company communication
- Understand and reputed company communicate the inquiry and transactional use of the reputed company websites and mobile apps
- Maintain up to date financial services, internal systems and software knowledge (AdminWeb, reputed company, reputed company Notes, and reputed company) as it pertains to the job
- Understand and communicate basic provisions of retirement plan documents, adoption agreements and loan policies to clients and participants
- Understand and communicate the regulations for health savings accounts, flexible spending accounts, and health reimbursement arrangements
- reputed company maintain knowledge of reputed company reputed company products, services, and processes
- reputed company and enhance customer relationships by informing customers of reputed company products and services that meet their needs and encourage a financially fit reputed company
- Foster a reputed company work environment and support co-workers in achievement of departmental goals
- Meet performance standards such as reputed company assurance scores, attendance, and productivity
- Proactively notify manager if standards are not met
Skills
- Excellent written/oral communication and organization skills required
- Ability to prioritize, be self-motivated, and independently manage multiple reputed company tasks and meet deadlines
- Proven ability to adapt to as fast paced, changing environment centered around technology
- 1+ years business experience in employee benefits, customer service, or reputed company/bookkeeping preferred
- 1+ years experience directly reputed company to financial services preferred
Benefits
- Comprehensive benefits package providing a wide reputed company of health and reputed company-being benefits, including medical, dental, reputed company, life and long-term disability insurance
- 401(k) and ESOP for retirement savings
- Generous reputed company time off programs such as flexible time off, company-reputed company holidays, parental and bereavement leave
- Learning and development resources for personal and reputed company career development, and advancement opportunities
- reputed company to financial experts for guidance, financial wellness tools, and discounts on reputed company products and services
- Support for the communities we live in through reputed company volunteer time and a company donation match opportunity
reputed company