Participant Service Center Representative – Inbound Call Center

Call Center RepresentativeCall Center RepresentativeFull TimeRemoteTeam 201-500H1B No SponsorCompany SiteLinkedIn

Location

North Carolina

Posted

6 days ago

Salary

Not specified

High School2 yrs expEnglishSpanish

Job Description

• The Participant Service Center Representative (PSC Representative) provides outstanding customer service while handling incoming and outgoing phone calls, emails, and faxes for plan participants for assigned Definiti retirement plans. • The PSC Representative assists with answering questions about account balances, helps to make withdrawals, transfer funds, or find additional resources. • Maintaining a positive, empathetic, and professional attitude towards participants and clients always and fellow team members. • Take participant calls and provide accurate, satisfactory answers to their queries and concerns. • De-escalate situations involving dissatisfied customers, offering patient assistance and support. • Respond promptly to participants after thoroughly researching their questions. • Collaborate with other call center professionals to improve customer service. • Proficient in handling participant phone calls for assigned retirement plans (i.e., Daily RK Plans, DB Plans, DC Plans with outside recordkeepers). • Proficient on assigned systems and websites (i.e., Relius Participant Website, Relius DB Utilities, outside recordkeeper websites). • Determining plan eligibility.

Job Requirements

  • Basic knowledge of retirement plan services and daily recordkeeping
  • Ability to stay calm when customers are stressed or upset
  • Experience working with customer support
  • Experience working with Microsoft Office applications
  • Time management focus, with attention to deadlines and timelines
  • A track record of consistently meeting and/or exceeding performance expectations
  • Positive attitude and dedication to our client’s needs
  • High school diploma or GED required
  • Associates degree preferred
  • Minimum 2 years customer service experience (financial services industry a plus)
  • Defined Benefit or Defined Contribution experience preferred
  • Bilingual - English/Spanish a plus

Benefits

  • A virtual-first work philosophy for most jobs
  • 401(k) with up to 4% match
  • Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. We foster a trusting environment where employees manage their workloads responsibly. Time off doesn’t accrue.
  • 12 paid holidays, 2 paid floating holidays, and your birthday is a holiday
  • Paid Parental Leave
  • A variety of medical, dental and vision plan options including Definiti subsidized premiums
  • Company-paid life insurance and short-term disability insurance
  • Bonus plan eligibility

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