Retirement Services Associate

Job not on LinkedIn

🔥 1 hour ago

Apply Now
Find Similar Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

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 • Provide accurate answers to basic inquiries • Resolve client issues and inquiries regarding benefit programs and procedures • Respond to retirement benefit payment issues in a fast-paced service center • Conduct web-based training sessions for clients as needed • Escalate issues to supervisors or managers when necessary • Use Amplify, Microsoft Word, Excel, Salesforce, and other applications to manage inquiries and transactions • Document cases accurately and thoroughly in Salesforce • 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 understanding of company operations and client needs • Participate in scheduled and ad hoc training sessions • Provide backup support for participants and account holders • Perform other duties as assigned

🎯 Requirements

• Must be 18 years of age • Background check required in accordance with state and federal laws • 1 year of 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 • Ability to maintain confidentiality • Basic understanding of laws and regulations relating to employee benefits, particularly benefit distribution issues • Proficiency in Salesforce or another CRM, Microsoft Excel, Word, and Outlook • Verified secure, reliable, dedicated high-speed internet service • Established dedicated work area with desk, chair, electrical outlet, and direct LAN connection • Availability from 7:00am to 7:00pm CST, Monday through Friday

🏖️ Benefits

• Paid training, typically 1 week from 8:00am–5:00pm CST • Shift differential of $1/hour for nights and weekends • Remote work arrangement • Full-time schedule of 40 hours per week • Company-provided training and hands-on learning opportunities

Apply Now

Similar Jobs

🔥 22 hours ago

McKesson

10,000+ employees

💼 Consulting

📦 Logistics

🏥 Healthcare

Sr. Associate IT Generalist strengthening disaster recovery and business continuity at McKesson, a healthcare services company. Coordinating customer implementations, connectivity requirements, and IT recovery initiatives.

🔥 22 hours ago

McKesson

10,000+ employees

💼 Consulting

📦 Logistics

🏥 Healthcare

Sr. Associate IT Generalist strengthening McKesson healthcare technology resilience through disaster recovery planning and testing. Coordinating customer implementations across technology, sales, engineering, and business teams.

🕒 Yesterday

ERGOMED

1001 - 5000

💼 Consulting

🏥 Healthcare

📦 Logistics

Senior PV Associate processing individual case safety reports for PrimeVigilance, a global pharmacovigilance service provider. Supporting safety management, regulatory compliance, coding, reconciliation and client reporting.

🕒 Yesterday

Indivisible Project

51 - 200

🤝 Non-profit

🌍 Social Impact

Senior fundraising associate supporting Indivisible’s progressive grassroots organizing network. Managing group assistance, compliance, funding transfers, and spending-tracking processes.

🇺🇸 United States – Remote

💵 $83.9k / year

💰 Seed on 2017-07

⏰ Full Time

🟠 Senior

🕒 Yesterday

RR Donnelley

10,000+ employees

💼 Consulting

📦 Logistics

🏭 Manufacturing

Senior document production associate providing word processing and document services for Williams Lea by RRD’s legal, financial, and corporate clients. Handling quality assurance, troubleshooting, workflow coordination, and junior-staff training.

🇺🇸 United States – Remote

💵 $17 - $24 / hour

⏰ Full Time

🟠 Senior