Pension Benefits Services Specialist

This is a fully remote position, open to applicants in Alaska, +19 more states.

📋 Description

• Offer precise and comprehensive information regarding relevant pension plan provisions

• Address participant inquiries via inbound phone calls, along with some outbound calls

• Investigate and resolve client-specific participant queries while adhering to established protocols

• Execute transactions related to participant inquiries with minimal supervision

• Achieve set standards for timeliness, accuracy, quality, and productivity

• Record participant interactions with detailed and accurate notes in the case management system

• Conduct participant callbacks and escalate issues when necessary

• Adhere to call center metrics, procedures, and guidelines

• Clarify participant forms and offer assistance in completing them

• Adjust to various client requirements and procedures

• Uphold the confidentiality and security of participant and client information

• Comply with company, client, privacy, and security policies and standards

• Perform additional duties as assigned

⛳️ Requirements

• Strong verbal and written communication abilities

• Exceptional attention to detail and accuracy

• Capability to listen attentively, comprehend participant inquiries, and deliver clear explanations

• Proficiency in navigating computer systems and adapting to new software, processes, and client-specific protocols

• Strong organizational and time-management capabilities

• Ability to work independently in a remote setting

• Capacity to manage multiple client requirements and processes

• Ability to maintain professionalism and composure while assisting participants

• Ability to meet established performance, quality, and productivity benchmarks

• Reliable attendance and punctuality

• Previous experience in benefits administration, pension services, customer service, call center operations, or transaction processing is advantageous

• Experience with defined benefit (DB) pensions

• Familiarity with defined benefit pension plans is a plus

• Understanding of DB pension processes, terminology, or participant services can contribute to your success

🏝️ Benefits

• Fully remote work-from-home setting

• Comprehensive virtual training program

• Gain experience in benefits administration and pension services

• Develop participant service and transaction processing skills

• Exposure to a variety of clients and diverse plan requirements

• Opportunities for professional growth in benefits and retirement plan processes

• Health insurance coverage

• Optional dental and vision programs

• Life and disability insurance

• Retirement savings plan

• Paid holidays

• Paid time off (PTO), vacation, and/or sick leave

• Potential bonuses or incentives based on business needs