The CSR demonstrates detailed knowledge of the clients’ retirement plan provisions, pension, and health benefit enrollment to ensure the maximum level of service is provided on every interaction. This position requires critical thinking skills, strong communication skills, the ability to multi-task, and the ability to convey ownership. The position requires the ability to work independently and in a team environment. Assist participants in a concierge service model, addressing most inquiries end to end. Provide high quality, proactive service, ensuring the successful completion of all inbound inquiries in a timely manner, keeping the participant apprised of status throughout the process in a proactive manner. Ensure an optimal participant experience in the handling of all inquiries end-to-end. Daily management of open cases and new cases on which includes interaction with the employee, conference calls with retirement providers, insurance companies and/or client services. Document and update participant account information in the case management system timely and accurately.
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Career Level
Entry Level
Education Level
No Education Listed