Retirement Services Associate

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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

• 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 inquiries in a fast-paced service center environment • Conduct web-based training sessions for clients as needed • Escalate client or customer issues to supervisors or managers when necessary • Use Amplify, Microsoft Word, Excel, and Salesforce to manage client inquiries and transactions • Document all cases accurately and thoroughly 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 backup support for participants or 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 • Must reside in one of the listed states: Alabama, Florida, Georgia, Idaho, Iowa, Indiana, Kansas, Louisiana, Michigan, Mississippi, Missouri, Nebraska, Nevada, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, South Carolina, South Dakota, Texas, Tennessee, Utah, Virginia, West Virginia, Wisconsin, or Wyoming • Proficiency in Salesforce or another CRM and Microsoft Office, including Excel, Word, and Outlook • Basic understanding of laws and regulations relating to employee benefits, particularly benefit distribution issues • Verified secure, reliable, dedicated high-speed internet service and an established dedicated work area with desk, chair, electrical outlet, and direct LAN connection

🏖️ Benefits

• Paid training, typically 1 week from 8:00am–5:00pm CST • Shift differential of $1/hour for nights and weekends • Remote work arrangement • Equipment requirements supported by a dedicated work area and secure, reliable, dedicated high-speed internet connection

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