Salary
💰 $55,500 - $92,500 per year
About the role
- Respond, within service standards, to all incoming calls from clients, brokers, & Third-Party Administrators.
- Provide information regarding retirement account details, payments / transactions, products, and application status to all parties.
- Provide professional, high-quality service to internal and external customers.
- Provide operations support including resolving escalated customer complaints.
- Effectively utilize leadership skills to support and contribute to team goals.
- Leverage multiple computer-based administration systems to resolve complex issues.
- Set and meet client expectations for complex issue resolution and follow-up with client within an established, specified timeframe.
- Research and provide solutions to complex issues that fall outside normal processes.
Requirements
- 2-4 year retirement product experience.
- Excellent verbal communication skills and effective listening skills are required.
- Ability to build positive relationships between customer/company.
- Proficient knowledge of Microsoft Office applications is required.
- Attention to detail skills required.
- Demonstrating commitment to quality.
- In-depth knowledge of the business area, processes and services.
- Preferred: 2+ years call center experience is an asset.
- Preferred: 401k Retirement product experience.