Financial Customer Service Representative

Latitude•Gaithersburg, MD

2d•$25 - $30

About The Position

A well-established benefits administration organization is seeking an Applicant Services Representative to support participants through the application and verification process for pension and benefit programs. This role focuses on delivering accurate, timely, and empathetic service while processing applications, reviewing documentation, and responding to participant inquiries.

Requirements

2+ years of experience in benefits administration, pensions, or related fields preferred
Bachelor’s degree or equivalent professional experience required
Strong attention to detail and ability to manage multiple tasks in a high-volume processing environment
Excellent verbal and written communication skills
Ability to research, analyze documentation, and resolve complex participant inquiries
Professional demeanor with strong collaboration and problem-solving abilities

Responsibilities

Reviewing and validating documentation required to process benefit applications
Processing status requests, benefit applications, and verification requests accurately and efficiently
Calculating pension and benefit amounts based on eligibility and service credits
Preparing system-generated and template correspondence related to application processing
Communicating with participants by phone or written correspondence to clarify application details
Researching work history and Social Security documentation when necessary
Coordinating with internal teams to resolve discrepancies or missing information
Preparing files for approval or rejection based on eligibility requirements
Recalculating benefits when additional service credits are identified
Assisting with retroactive payment calculations and interest adjustments
Providing backup support to the contact center when needed