Defined Benefit Administration Associate

Peoplr•Jacksonville, FL

1d•Onsite

About The Position

Peoplr is recruiting a Retirement Services Specialist for October Three, an entrepreneurial, team-oriented financial services company focused on improving retirement outcomes. This is a full-time, regular, onsite role. The position provides customer support and defined benefit plan administration services to clients, plan participants, internal resources, and third parties across multiple offices and virtual work environments. The role is suited to someone interested in learning and growing in the retirement services industry. October Three is a defined benefit retirement firm composed of actuaries, consultants, and administration experts. It has developed software for defined benefit plans and aims to help people feel financially and emotionally prepared for retirement by developing sustainable solutions for employers and employees. The company emphasizes collaboration, client service, cross-training, upward mobility, and professional development. Applicants who receive an offer must undergo a background check; the offer is contingent on successful completion and results consistent with the company'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 simultaneously 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 across multiple offices and virtual work environments.
Address questions about retirement plan provisions, benefit calculations, and payment elections.
Explain basic retirement plan concepts to pension plan participants.
Perform back-office plan administration and processing duties, including reviewing participants’ elections.