Retirement Services Associate

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🔥 1 hour ago

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Logo of Five Star Solutions

Five Star Solutions

1001 - 5000 employees

🏥 Healthcare

✈️ Travel

🛡️ Insurance

Healthcare • Travel • Insurance

Five Star Solutions is a global outsourced customer experience (CX) and contact center services provider that combines experienced agents with CX technology and intelligent automation to deliver secure, compliant, human-centered support. The company offers customer care, technical support, dispatch, data entry, business continuity, and AI self-service across onshore, nearshore, and offshore centers, and specializes in regulated environments with SOC 2, PCI, and HIPAA-aligned workflows. Five Star serves industries such as healthcare, fintech, retail, travel, government, and insurance, positioning itself as an enterprise CX partner for organizations seeking scalable, secure, and compliant BPO and digital CX solutions.

📋 Description

• Support retirement plan participants with distribution and account inquiries • Handle inbound participant calls, emails, and voicemails, providing accurate answers to basic inquiries • Resolve client issues, concerns, and inquiries regarding benefit programs and procedures • Respond to retirement benefit payment issue inquiries in a fast-paced service center environment • Conduct web-based training sessions for clients as needed • Escalate client or customer issues to supervisors/managers when necessary • Use Amplify website, Word, Excel, Salesforce, and other applications to manage inquiries and transactions • Accurately document all cases in Salesforce case management • Promote online reviews when appropriate • Create Salesforce tickets for check copies, 1099-Rs, stop/reissue of funds, and related requests • Assist with filing, record maintenance, and document imaging • Develop a strong understanding of company operations and client needs • Participate in scheduled and ad hoc training sessions • Provide back-up support for participants/account holders • Perform other duties as assigned

🎯 Requirements

• Must be 18 years of age • A background check applicable with state and federal laws will be required • 1 year previous customer service, call center, or office experience preferred • Strong verbal and written communication skills • Comfortable working with billing and account information • Strong attention to detail • Ability to navigate multiple computer systems • Professional and empathetic approach to customer concerns • Reliable attendance and punctuality • Ability to work independently and as part of a team • Must be comfortable cross training on other accounts • Must maintain confidentiality at all times • Basic understanding of laws and regulations relating to employee benefits, particularly benefit distribution issues • Proficiency in Salesforce (or other CRM), Microsoft Office (Excel, Word, Outlook) • Must have verified secure, reliable, dedicated high-speed internet service and an established dedicated work area with desk, chair, electrical outlet, and direct LAN connection • Must be available from 8:00am–8:00pm EST, Monday–Friday

🏖️ Benefits

• Paid training, typically 1 week from 9:00am–6:00pm EST • Shift differential of an extra $1/hour for nights and weekends • Remote work arrangement • Equipment provided: verified secure, reliable, dedicated high-speed internet service and an established dedicated work area • Full-time schedule of 40 hours per week

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