Pension Benefits Services Specialist

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

📋 Description

• Support participants by addressing inquiries related to pension benefits and plan provisions.

• Manage incoming phone calls, occasional outbound calls, and follow-up callbacks.

• Clarify pension plan options and respond to participant queries.

• Investigate inquiries and finalize transactions.

• Offer assistance regarding relevant forms and procedures.

• Accurately document participant interactions in the case management system.

• Ensure timely callbacks and escalate issues when necessary.

• Adhere to client-specific protocols while maintaining quality, accuracy, and timeliness standards.

• Safeguard confidential participant information and comply with company, client, privacy, and security policies.

• Complete approximately 7–8 weeks of virtual training focused on systems, processes, and client-specific requirements.

• Work full-time hours as scheduled between 8:00 AM and 8:00 PM.

⛳️ Requirements

• Proficient verbal and written communication abilities.

• Exceptional listening skills and a keen attention to detail.

• Capability to convey information clearly and professionally.

• Basic computer proficiency and willingness to learn new systems and client-specific procedures.

• Strong organizational and time-management competencies.

• Ability to operate independently in a remote setting and adjust to various client requirements.

• Professional and patient demeanor in participant interactions.

• Dependable attendance and capacity to meet established performance expectations.

• Internet download speed of at least 25 Mbps.

• Internet upload speed of at least 5 Mbps.

• Ping time of 175 ms or lower.

• Ability to connect to a modem/router via an Ethernet cable.

• Applicants must live in an eligible US state or municipality; hiring is not available in AK, AZ, CA, CT, CO, HI, IL, MA, MD, ME, MO, MT, NE, NJ, NY, RI, OR, VT, WA, and the specified metro areas.

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

• Familiarity with defined benefit (DB) pension plans is a bonus.

🏝️ Benefits

• Health insurance coverage.

• Optional dental and vision programs.

• Life and disability insurance.

• Retirement savings plan.

• Paid holidays.

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

• Comprehensive virtual training.

• Ability to work from home.

• Opportunities for professional development through knowledge of pension and benefits administration.

• Eligibility for bonuses or incentives may apply based on business needs.