Retirement Benefits Customer Support Specialist
About The Position
As a valued member of the Retirement Administration Team, you are the trusted guide for individuals navigating the complexities of retirement. From explaining benefits to assisting with paperwork, you ensure that every retiree feels confident and supported as they transition into this new chapter of their lives. Precision is your middle name. You meticulously manage and process retirement cases, ensuring that every detail is accurate and every deadline is met. Your attention to detail guarantees that retirees receive their benefits smoothly and on time. You communicate with empathy and clarity, providing compassionate guidance that helps retirees feel supported, informed, and understood.
Requirements
- Previous customer service and/or call center experience
- Experience supporting employee benefits or working in pension benefits
- Empathy and emotional intelligence when engaging with others
- Keyboarding and Microsoft Office proficiency
- Strong verbal and written communication skills
- The ability to multi-task, stay organized, and solve problems efficiently
- A professional demeanor with the ability to maintain focus in emotionally charged situations
- A high school diploma or GED
- Successful completion of a background check and drug test is required for this position, which includes education and previous employment verification (you may be asked to provide proof of each).
- Due to varying state and local minimum wage laws, we are currently only able to hire candidates residing in states where our compensation structure complies with applicable wage regulations. As a result, we may be unable to consider applicants from certain states or municipalities at this time.
- We are currently NOT hiring in the following geographies, including but not limited to: States: AK, AZ, CA, CT, CO, HI, IL, MA, MD, ME, MO, MT, NE, NJ, NY, RI, OR, VT, WA. Metro Areas: Minneapolis - MN, Washington, DC, Denver - CO, Boulder - CO, Edgewater - CO, Flagstaff - AZ.
Nice To Haves
- Background in health and welfare benefits or similar support roles
Responsibilities
- Assist participants with retirement and pension benefit questions
- Explain benefit information, required documentation, and next steps
- Manage and process retirement cases accurately and within established timelines
- Review retirement documentation for completeness and accuracy
- Respond to participant inquiries through phone calls, team chats, and emails
- Navigate multiple systems while maintaining accurate case information
- Follow established procedures and meet required deadlines
- Collaborate with team members to support timely and accurate case resolution
Benefits
- Full-time employment
- Paid training
- Health benefits for you and your family, including medical, dental, and vision, starting on day 1
- Paid time off (PTO)
- Weekends off
- health insurance coverage
- voluntary dental and vision programs
- life and disability insurance
- a retirement savings plan
- paid holidays
- paid time off (PTO) or vacation and/or sick time
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
