Defined Benefit Administration Associate

Peoplr • Jacksonville, FL

4d • Onsite

About The Position

Peoplr is recruiting a Retirement Services Specialist for its client, October Three, an entrepreneurial, team-oriented financial services company focused on improving retirement outcomes. This is a regular, full-time, onsite role suited to lifelong learners interested in helping others achieve financial success and building a career in the retirement services industry.

The position provides customer support to clients, retirement plan participants, internal resources, and third parties across multiple offices and virtual work environments. It also includes explaining retirement plan concepts and handling back-office plan administration and processing tasks. Applicants who accept an offer must undergo a background check, and the offer is contingent on successful completion of the check and results consistent with October Three’s employment policies.

Requirements

• At least 1 year of work experience in a contact center or call center; retirement call center experience is strongly preferred.
• Strong critical-thinking and decision-making skills.
• Ability to handle and prioritize multiple tasks, with excellent time-management skills.
• Proficiency with technology, including Microsoft Office and network drives.
• Strong communication, customer-service, and empathy skills, including the ability to go off script to support clients’ needs.
• High quality standards and strong attention to detail.
• High school diploma or equivalent.

Nice To Haves

• Retirement call center experience.
• Demonstrated analytical abilities and an aptitude for math.
• Associate or bachelor’s degree in a related field.

Responsibilities

• Provide prompt customer support to clients, participants, internal resources, and third parties through inbound and outbound phone calls.
• Address questions about retirement plan provisions, benefit calculations, and payment elections.
• Explain basic retirement plan concepts to pension plan participants.
• Handle back-office plan administration and processing duties, including reviewing participants’ elections.

Benefits

• Competitive salary.
• Performance-based bonuses.
• Medical insurance.
• Dental insurance.
• Vision insurance.
• Short- and long-term disability insurance.
• Life insurance.
• Health savings account (HSA).
• Flexible spending account (FSA).
• Employee assistance programs.
• Paid time off (PTO).
• 401(k).
• Cash balance pension plan.
• Opportunities for growth and professional development.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED