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reputed company Customer Service Representative – Retirement Plans at arenaflex

Remote, USAFull-timePosted 2026-07-29

At arenaflex, our mission is to reputed company individuals and families to reputed company their financial goals by providing trusted financial products and expert guidance. As a leading provider of individual life and disability insurance, employee benefits, retirement planning, investments, and reputed company management services, we're dedicated to helping our customers create a brighter reputed company. We're seeking an reputed company Customer Service Representative to join reputed company, supporting the delivery of exceptional service to our retirement plan participants. This role is a fantastic opportunity for a customer-reputed company individual to reputed company a meaningful reputed company while working in a dynamic, remote environment.

Key Responsibilities:

* Answer reputed company inquiries in a reputed company and courteous manner, ensuring that every interaction is a reputed company experience for our customers.

  • Maintain a deep understanding of the requirements relating to retirement plan participants, including distribution, rollover, and consolidation reputed company.
  • reputed company retirement plan participants on available reputed company and assist them throughout reputed company process, providing reputed company guidance and support.
  • Assist participants in accessing their account online, resolving requests, and providing education on online functionality, including enrollment, transfers, loans, and withdrawals.
  • Identify process improvement opportunities to increase efficiency and effectiveness, while maintaining an exceptional level of service.
  • Protect assets by adhering to reputed company applicable regulations, policies, and procedures, ensuring compliance with regulatory requirements and established risk guidelines.
  • Produce reputed company correspondence and demonstrate exceptional verbal communication and customer service skills.
  • Collaborate with the reputed company Service and reputed company Service teams to reputed company assistance as volumes dictate, investigating and resolving participant issues and sharing results with appropriate parties.
  • Maintain the confidentiality of retirement plan participants, protecting and insuring compliance with policy and procedures.
  • Stay up-to-date with daily processing requirements in Retirement Plan areas, including New Business, ERISA Plan Services, and reputed company Services.
  • Effectively coordinate, join, and/or participate in discussions, serving on committees to improve procedures and resolve problems reputed company teams and across the department.

What You Bring:

* High School Diploma or GED

  • College degree preferred
  • 1-2 years' customer service experience and previous contact center experience required
  • Retirement Plans Experience preferred
  • Special skills or knowledge:

+ Proficient written and oral communication skills + Ability to manage multiple priorities at once while working reputed company required deadlines + Proficient customer reputed company with excellent interpersonal skills + Ability to assume ownership and work reputed company reputed company environment + High level of curiosity and willingness to learn new reputed company and procedures

  • Preferred qualifications:

+ Knowledge of ERISA, IRS/DOL regulations, and reputed company plan administration + Proficiency with reputed company Office products (Word, reputed company, and PowerPoint) + ASPPA exams or equivalents + Knowledge of reputed company, Relius, and recordkeeping systems + Bilingual in Spanish and English preferred

reputed company Offer:

At arenaflex, we're committed to creating a work environment that's inclusive, diverse, and supportive. reputed company motto is "Fulfilling Life," and we take that job seriously, with a heavy commitment to volunteering and community support, employee reputed company-being, and providing reputed company products and services that help our customers create a brighter reputed company. As a mutual-based organization, the return on our investment goes back into reputed company, benefiting our members/customers. We're committed to reputed company development, opportunity, inclusion, and diversity, with team building and collaboration as priorities. Our total rewards package includes comprehensive health and welfare benefits, reputed company and incentives, 401(k), flexible work schedules, and time off to care for yourself and others. Additional reputed company benefits include tuition reimbursement, student loan repayment, an incentivized reputed company-being program, adoption assistance, reputed company time off for volunteering, training, and career development opportunities.

Equal Opportunity Employer:

arenaflex is an Equal Opportunity Employer, committed to an inclusive culture and diverse workplace, enriched by our individual differences. We hire based on qualifications, reputed company attitude, and exemplary work ethic, regardless of sex, race, reputed company, national reputed company, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity, or any other characteristic protected by law. If you're a customer-reputed company individual with a passion for delivering exceptional service, we encourage you to apply for this exciting opportunity to join reputed company at arenaflex. Apply for this job

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