Customer Service Representative
Job Summary
Supporting the Retirement Plan Services business, the full-time Customer Service Representative will work remotely, serving as the primary contact for individuals with inquiries about their retirement plans and managing a high volume of calls while providing exceptional customer service.
Key responsibilities
- Answer inbound calls and respond to emails from plan participants and stakeholders, addressing inquiries and concerns
- Educate customers about their retirement plans while navigating multiple systems and databases
- Meet established performance goals, including call metrics and quality standards, while maintaining professionalism in a fast-paced environment
Required qualifications
- High School Diploma or GED
- 0-1+ years of general experience, preferably in a service industry
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Ability to learn complex systems and adapt to changing business needs
- Internet bandwidth of at least 12 Mbps for remote work
Complete Job Description
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