Responsibilities
- Answering participant inquiries
- Verifying eligibility for retirement benefits
- Communicating benefit plan features
- Inputting new and updated participant information in computer systems
- Reviewing participant applications and forms for completion and accuracy
- Drafting professional written correspondence to members
- Recommending corrective action to adjust participant issues and make adjustments where needed
- Other duties as assigned by management
Requirements
- No experience needed
- Excellent communication, customer service focus and phone etiquette skills a must
- Demonstrated high quality customer service/call center experience required
- Self-motivated and willing to work proactively to resolve issues
- Team player - Cooperative attitude is essential
- Ability to effectively master and recall plan information, policies and procedures with accuracy
- Strong computer skills- Ability to effectively navigate systems and screens to locate relevant information
- Retirement services / pension background is a plus
