Benefits Customer Service Representative

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iShare Inc.

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2017

💼 Consulting

🏥 Healthcare

🏭 Manufacturing

Consulting • Healthcare • Manufacturing

iShare Inc. is a New Jersey–based boutique IT consulting firm that provides strategic advisory, software development, and staffing services focused on helping organizations adopt the right technologies for business improvement and transformation. The firm emphasizes practical, people-centered consulting—guided architecture, automation, BI, and information security—delivered by senior leaders with deep enterprise experience across industries such as chemicals/manufacturing, healthcare, software, and professional services. iShare positions itself as a trusted, hands-on B2B partner offering white‑glove service and industry-aware IT solutions to mid-market and enterprise clients across the US.

📋 Description

• Respond to client inquiries regarding retirement plan payments, including periodic and non-periodic payments • Explain payment options, including lump sum distributions, death benefits, rollovers, and loan withdrawals • Reprint tax forms and verify current record information • Send change request forms to participants as requested • Perform check reconciliations and assist with tax processing • Work with various departments to ensure accurate and timely processing of requests • Provide excellent customer service while adhering to required call-handling techniques • Handle routine tasks under supervision and special assignments with general guidance

🎯 Requirements

• Strong ability to communicate effectively with clients and provide high-quality customer service • Familiarity with retirement plan payments, lump sum distributions, death benefits, rollovers, and loan withdrawals • Familiarity with banking products, payment systems, and financial transactions, including checking, debit cards, ACH, and bill payments • Ability to manage multiple types of inquiries • Ability to follow structured processes and maintain high accuracy levels • Strong verbal communication skills and professional telephone etiquette • Ability to work under supervision and follow established guidelines • Experience in financial services or call center operations is a plus