Participant Services Agent

PCS Retirement

Participant Services Agent at PCS Retirement handling client account inquiries and ensuring compliance. Working in a high-volume call center to maintain client accounts and provide excellent customer service.

Posted 7/17/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $20 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong organizational and time management skills to prioritize workflow and meet deadlines while providing high-level customer service. Proficient in maintaining accurate records and understanding industry regulations to support operational processes and improve productivity.

Highest-signal resume keywords

Microsoft Office ApplicationsOrganizational SkillsTime Management SkillsData EntryCustomer Service

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data Entry10 Key By TouchReading Financial StatementsUnderstanding Industry RegulationsDocument Creation

Soft Skills

Communication SkillsProblem-Solving SkillsTeam CollaborationFlexibilityStress Management

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft OutlookMicrosoft Access

Industry Keywords

Client Account ManagementOperational ProcessesCompliancePlan AgreementsStatistical Reporting

About the role

Key responsibilities & impact

Review, update, maintain and service accounts by enforcing the documentation of client/plan accounts to meet industry policies and regulations.
Answers all incoming calls into the operational center regarding client account and compliance questions related to the account/plan type.
Scrutinizes basic information contained in all types of plan agreements.
Maintains accurate records/notes to ensure all plan requests are completed within regulated time allotment.
Provide support and direction regarding required operational processes, polices and timeframes.
Assists management in identifying procedures and policies that are outdated or ineffective.
Assists management to improve department productivity through participation in unit meetings, ongoing training and self-development.
Maintains and files weekly statistical reports for the department.
Performs general clerical activities, including faxing, copying and filing.
Assists other areas of the department with various functions when volume is high and/or staffing levels are low.
Performs other duties and responsibilities as assigned.

Requirements

What you’ll need

General understanding of all job functions within Operations.
General understanding of various industry rules and regulations that must be followed for all plan/product types.
Organizational and time management skills to prioritize workflow and ensure duties and projects are completed by deadlines.
Reasoning and problem-solving skills to research and resolve general problems.
Operating standard office equipment and using required software applications, including Microsoft Office applications (Word, Excel, Power Point, Outlook and Access) sufficient to create documents, spreadsheets, and business correspondence.
Communication skills and professional demeanor to interact with all levels of management, other employees and counterparts at other companies.
Work independently and in a team environment as well as cooperation with supervisor.
Work well under stress created by time deadlines, workflow volume changes, and telephone/associate inquiries.
Learn and understand the various legal documents required by various companies in order to process client requests.
Learn and apply new information, skills, and processes, quickly including the various regulations, back office systems and imaging system.
Read and interpret financial statements.
Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities.
Perform accurate data entry, 10 key by touch, and type at least 30 words per minute.
Provide a high level of customer service.
Reliable internet connection, candidate must have in home Wifi to support the duties required to carry out the job.

Benefits

Comp & perks

401(k) match
medical
dental
vision
life insurance
short and long term disability
paid-time off