Customer Service Representative
Job summary
United States
Work model
Office first
Job description
Duration
12+ Months Contract
Location
100% Remote
Start Date
July 1st week
Training
3-4 weeks onsite training program (paid).
Must Haves
- Experience with inbound call center environment resolving customer queries related to employee benefits plans (401(k), 403(b), Roth, IRA's, etc.).
- Comfortable working with rotational and weekend shifts.
Role Overview
The Benefit Disbursement Customer Service Representative is responsible for providing exceptional service to clients by addressing their inquiries related to retirement plan payments. This role involves handling both periodic and non-periodic payments, performing check reconciliations, and assisting with tax processing. The representative will work closely with various departments to ensure accurate and timely processing of all requests. Strong communication skills, attention to detail, and a commitment to client satisfaction are essential for success in this role.
Key Responsibilities
- Responding to client inquiries regarding retirement plan payments, including periodic and non-periodic payments.
- Assisting clients with understanding their payment options, including lump sum distributions, death benefits, rollovers, and loan withdrawals.
- Reprinting tax forms, verifying current record information, and sending change request forms to participants as requested.