Participant Service Center Representative – Inbound Call Center

Vaga não está no LinkedIn

🕒 Junho 5

🌲 North Carolina – Remoto

🌲 North Carolina – Remote

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

📞 Representante de Call Center

🚫👨‍🎓 Sem graduação necessária

Candidatar-se

Encontrar Vagas Remotas Similares

Receber Emails de Vagas Remotas

📊 Verifique sua pontuação de currículo para esta vaga

Melhore suas chances de conseguir uma entrevista verificando sua pontuação de currículo antes de se candidatar.

Enviar Currículo

Definiti LLC

SiteLinkedInTodas as Vagas

201 - 500 funcionários

💸 Finanças

🤝 B2B

🏢 Corporativo

Finance • B2B • Enterprise

A Definiti LLC é uma empresa especializada em fornecer soluções e serviços abrangentes de planos de aposentadoria voltados para empregadores e consultores financeiros. Eles oferecem uma variedade de serviços, incluindo gerenciamento de planos 401(k), planos de saldo de caixa, serviços atuariais e soluções de registro de planos em conformidade. A Definiti se posiciona como especialista em simplificar as complexidades associadas aos planos de aposentadoria no local de trabalho, garantindo conformidade e oferecendo soluções personalizadas que se adaptam a empresas de diversos tamanhos. A empresa está focada em fornecer serviços de administração de pensões de alta qualidade e construir segurança financeira para os funcionários.

Descrição

• Providing outstanding customer service while handling incoming and outgoing phone calls, emails, and faxes for plan participants for assigned Definiti retirement plans • Assisting with answering questions about account balances • Helping to make withdrawals, transfer funds, or find additional resources • Maintaining a positive, empathetic, and professional attitude towards participants and clients always and fellow team members • Taking participant calls and providing accurate, satisfactory answers to their queries and concerns • De-escalating situations involving dissatisfied customers, offering patient assistance and support • Responding promptly to participants after thoroughly researching their questions • Collaborating with other call center professionals to improve customer service • Proficient in handling participant phone calls for assigned retirement plans (i.e., Daily RK Plans, DB Plans, DC Plans with outside recordkeepers) • Proficient on assigned systems and websites (i.e., Relius Participant Website, Relius DB Utilities, outside recordkeeper websites) • Determining plan eligibility

🎯 Requisitos

• Basic knowledge of retirement plan services and daily recordkeeping • Ability to stay calm when customers are stressed or upset • Experience working with customer support • Experience working with Microsoft Office applications • Time management focus, with attention to deadlines and timelines • A track record of consistently meeting and/or exceeding performance expectations • Positive attitude and dedication to our client’s needs • High school diploma or GED required • Associates degree preferred • Minimum 2 years customer service experience (financial services industry a plus) • Defined Benefit or Defined Contribution experience preferred • Bilingual - English/Spanish a plus

🏖️ Benefícios

• A virtual-first work philosophy for most jobs • 401(k) with up to 4% match • Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. We foster a trusting environment where employees manage their workloads responsibly. Time off doesn’t accrue. • 12 paid holidays, 2 paid floating holidays, and your birthday is a holiday • Paid Parental Leave • A variety of medical, dental and vision plan options including Definiti subsidized premiums • Company-paid life insurance and short-term disability insurance • Bonus plan eligibility