Benefits Customer Service Representative

This is a fully remote position, open to applicants in United States.

📋 Description

• Address client inquiries related to retirement plan payments, encompassing both periodic and non-periodic payments.

• Clarify payment alternatives, including lump sum distributions, death benefits, rollovers, and loan withdrawals.

• Reissue tax forms and confirm current record details.

• Dispatch change request forms to participants as needed.

• Conduct check reconciliations and support tax processing activities.

• Collaborate with various departments to guarantee accurate and timely request processing.

• Deliver exceptional customer service while following required call-handling protocols.

• Manage routine responsibilities under supervision and handle special tasks with general guidance.

⛳️ Requirements

• Excellent ability to communicate effectively with clients and deliver top-notch customer service.

• Knowledge of retirement plan payments, lump sum distributions, death benefits, rollovers, and loan withdrawals.

• Understanding of banking products, payment systems, and financial transactions, including checking accounts, debit cards, ACH, and bill payments.

• Capacity to handle various types of inquiries simultaneously.

• Ability to adhere to structured processes while maintaining a high level of accuracy.

• Strong verbal communication skills along with professional telephone etiquette.

• Capability to work under supervision while following established guidelines.

• Experience in financial services or call center operations is advantageous.

🏝️ Benefits

• Opportunity to work remotely from anywhere in the United States.

• Contract/temporary employment with potential for growth.

• Be part of a dynamic and supportive customer support team.