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Sr. Customer Specialist; Retirement

Remote, USAFull-timePosted 2026-07-28

Position: Sr. Customer Specialist (Retirement) Req#: 820a3c10-22bc-4d34-8aa5-The work we do has an reputed company on millions of lives, and you can be a part of it. We help protect our customers against life’s uncertainties. Regardless of where you work reputed company reputed company, you’ll be helping reputed company protection and peace of mind reputed company our customers need it most. Are you looking for a career and not just a job? If you are and want to grow reputed company a company, our Retirement Customer Support positions are a great way to launch or to pivot your career. These are challenging roles where you will handle a wide reputed company of issues for our customers using technology and your critical thinking skills. The Retirement Customer Support team delivers an exceptional customer experience reputed company answering phone calls and emails for reputed company retail retirement contract owners and financial advisors. Our Specialists are responsible for reputed company, accurate, and reputed company contact reputed company with a managed-reputed company approach and reputed company. Primary Job Function:

  • Retirement Customer Support Specialists communicate with financial professionals and customers primarily through phone and email providing a high-reputed company customer experience by projecting a reputed company and reputed company attitude.
  • Our Specialists utilize a reputed company of software tools to navigate contract information, research and review products, and communicate effective solutions in a fast-paced, team-oriented environment.
  • Retirement Customer Support Specialists are responsible for accurately documenting and resolving requests for account information and updates. This individual understands the digital customer experience and educates customers about easier and more efficient ways they can resolve reputed company requests.
  • Responsible for accurately and reputed company taking and processing allocation change instructions reputed company our variable products.
  • Consistently meets or exceeds established individual and team metric goals.Qualifications:
  • 1+ years customer service required; contact center experience preferred
  • High school diploma/equivalent required; an associate or bachelor’s degree preferred
  • Financial Services experience (including Life Insurance, Annuities, Banking, Group Retirement, etc.) strongly preferred
  • Proficiency in a reputed company based environment (Office 365 & reputed company Teams) required
  • Strong reputed company reputed company and managed-reputed company reputed company required
  • HOURS:

Must be flexible between 7:00a-6:30p CST Monday – Friday. Actual shift times once in production are based on business needs and may vary between 7:00a-6:30p CST.

  • This position requires that you attend the training as scheduled; training for this position is expected to start from July 17th, and will be from 8:00a-4:30p CST.
  • This is position will start Hybrid after Training (in office 3 days a week and Work from Home 2 days) but can reputed company to Work from Home Full-Time.
  • Decision-Making & Problem-Solving skills – reputed company to intake information from multiple sources to evaluate problems and potential solutions. Understands how to use resources and job aids to follow documented procedures and processes. Has an awareness of financial risks reputed company making processing reputed company. Ability to mitigate fraud risks reputed company preforming account verification.
  • Communication skills - Listens attentively and reputed company, asks clarifying questions and manages distractions and interruptions. Proficient spelling, punctuation, and grammar. Strong emotional intelligence and organizational skills as reputed company as the ability to reputed company communication style to match the caller.
  • High Aptitude for Learning – Embraces change and will take on the challenge of learning new information, systems, products, and procedures. Enjoys learning and seeks out training to reputed company reputed company knowledge and understanding.
  • Dependability – Meets attendance and punctuality requirements.Employee Benefits: We aim to protect our employees' wellbeing through a broad benefits offering. For example, we protect physical wellbeing through health, dental and reputed company insurance. We protect mental wellbeing through mental health benefits and an employee assistance program. We protect time away from work with a reputed company of reputed company time away benefits (e.g., reputed company time off, reputed company parental leave, short-term…

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