Participant Service Center Representative - Remote

About the Role

We are looking for a dedicated Participant Service Center Representative to join our team remotely. In this role, you will be the first point of contact for participants, assisting them with inquiries related to their retirement plans. As a remote Participant Service Center Representative, you will play a crucial role in ensuring participant satisfaction and providing exceptional customer service.

What You'll Do

• Respond to participant inquiries regarding retirement plans and benefits, ensuring clarity and understanding.
• Utilize your problem-solving skills to address and resolve participant issues effectively.
• Maintain accurate records of participant interactions and ensure data integrity in our CRM system.
• Collaborate cross-functionally with other departments to enhance the participant experience.
• Provide consultative support to participants, guiding them through benefit calculations and regulatory compliance.

Requirements

• Strong communication skills, both verbal and written, are essential for this remote Participant Service Center Representative role.
• Experience in customer service or a related field is preferred.
• Proficiency in Microsoft Office and CRM systems.
• Ability to work independently in a remote environment.
• Bilingual capabilities are a plus, enhancing our service to a diverse participant base.

Nice to Have

• Experience in financial services or retirement plan services.
• Knowledge of defined benefit pension plans and regulatory compliance.
• Familiarity with project management principles.

What We Offer

• A virtual-first work philosophy that promotes work-life balance.
• 401(k) plan with up to 4% company match.
• Flexible PTO for wellness and personal matters.
• 12 paid holidays plus your birthday as a holiday.
• Paid parental leave to support family needs.
• Comprehensive medical, dental, and vision plan options.
• Company-paid life and short-term disability insurance.
• Eligibility for a bonus plan based on performance.