Pension Benefits Services Specialist

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

📋 Description

• Respond to participant inquiries and clarify relevant pension plan provisions and available options.

• Investigate inquiries, execute transactions, and assist participants in navigating necessary forms and processes.

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

• Accurately record participant interactions in the case management system.

• Ensure timely completion of callbacks and escalate issues as needed.

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

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

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

⛳️ Requirements

• Strong verbal and written communication abilities.

• Exceptional listening skills and meticulous attention to detail.

• Capability to convey information clearly and professionally.

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

• Robust organizational and time-management skills.

• Ability to work independently in a remote setting and adapt to diverse client needs.

• Professional and patient demeanor in participant service.

• Consistent attendance and capacity to meet established performance metrics.

• Successful completion of an internet speed test showing download speeds of at least 25 Mbps, upload speeds of at least 5 Mbps, and a ping of 175 ms or lower.

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

• Applicants must reside in an eligible US state; those living in AK, AZ, CA, CT, CO, HI, IL, MA, MD, ME, MO, MT, NE, NJ, NY, RI, OR, VT, WA, or the specified metro areas should refrain from applying.

🏝️ Benefits

• Comprehensive virtual training.

• Opportunity to work from home.

• Chance to enhance knowledge in pension and benefits administration.

• Opportunity to cultivate participant service and transaction processing skills.

• Health insurance coverage provided.

• Voluntary dental and vision programs available.

• Life and disability insurance included.

• Retirement savings plan offered.

• Paid holidays.

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

• Potential eligibility for a bonus or incentive based on business needs.